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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
526
Prelude Capital Management
New York
$526K -$509K -2,055 -49%
CWM
527
Circle Wealth Management
New Jersey
$523K
IFG
528
Independent Financial Group
California
$523K -$19.8K -80 -4%
SCA
529
Snowden Capital Advisors
New York
$519K +$79.5K +321 +18%
C
530
Certuity
Florida
$518K +$114K +461 +29%
EAM
531
Evanson Asset Management
California
$513K -$248 -1 -0%
PGFC
532
Peapack-Gladstone Financial Corp
New Jersey
$510K
FAM
533
Fred Alger Management
New York
$503K +$25.8K +104 +5%
Vanguard Personalized Indexing Management
534
Vanguard Personalized Indexing Management
California
$502K -$223K -900 -31%
HIA
535
Harbor Investment Advisory
Maryland
$502K +$23.5K +95 +5%
TC
536
Tairen Capital
Hong Kong
$500K
TMAM
537
Tokio Marine Asset Management
Japan
$486K +$72.1K +291 +18%
KA
538
Kovack Advisors
Florida
$484K +$248 +1 +0.1%
CAAS
539
Capital Asset Advisory Services
Michigan
$480K -$130K -527 -22%
GWMIA
540
Global Wealth Management Investment Advisory
Florida
$480K +$66.1K +267 +16%
1CP
541
17 Capital Partners
Arizona
$479K -$348K -1,405 -42%
AFAS
542
Acorn Financial Advisory Services
Virginia
$468K -$3.47K -14 -0.7%
BAM
543
Belpointe Asset Management
Nevada
$467K -$24.8K -100 -5%
AP
544
Adero Partners
California
$466K
WANY
545
Wealthspire Advisors (New York)
New York
$464K +$460K +1,856 New
SCA
546
Spearhead Capital Advisors
Florida
$463K -$1.73K -7 -0.4%
CAPTRUST Financial Advisors
547
CAPTRUST Financial Advisors
North Carolina
$462K +$101K +408 +28%
PWM
548
Perigon Wealth Management
California
$458K +$22.8K +92 +5%
PA
549
Parallel Advisors
California
$457K +$79.5K +321 +21%
VI
550
Versor Investments
New York
$450K +$446K +1,800 New