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Name Holding Trade Value Shares
Change
Change in
Stake
VT
651
Vise Technologies
New York
$617K -$265K -1,145 -31%
SC
652
Sapient Capital
Indiana
$616K -$17.4M -75,319 -97%
SCA
653
Snowden Capital Advisors
New York
$615K -$378K -1,634 -39%
KA
654
Kozak & Associates
Colorado
$612K
OWA
655
Outlook Wealth Advisors
Texas
$611K -$6.47K -28 -1%
GT
656
Greenleaf Trust
Michigan
$610K -$45.1K -195 -7%
CP
657
CenterBook Partners
Connecticut
$607K -$5.56M -24,039 -91%
PFWA
658
Paces Ferry Wealth Advisors
Georgia
$603K -$4.86K -21 -0.8%
FFM
659
Forum Financial Management
Illinois
$602K +$211K +911 +57%
PWM
660
Palumbo Wealth Management
New York
$591K +$128K +552 +28%
TAM
661
Trust Asset Management
Texas
$591K
WF
662
Welch & Forbes
Massachusetts
$590K
SC
663
Syon Capital
California
$587K +$235K +1,017 +71%
LB
664
Legacy Bridge
Iowa
$585K
FTWA
665
Fifth Third Wealth Advisors
Ohio
$584K +$29.6K +128 +6%
IAA
666
Independent Advisor Alliance
North Carolina
$582K -$10.6K -46 -2%
VFA
667
Valeo Financial Advisors
Indiana
$577K -$167K -722 -23%
Winslow Capital Management
668
Winslow Capital Management
Minnesota
$575K -$328M -1,417,513 -100%
CPIG
669
Chicago Partners Investment Group
Illinois
$566K -$12.5K -54 -2%
WAG
670
Wallace Advisory Group
California
$566K -$166K -719 -23%
GRP
671
Global Retirement Partners
California
$556K +$204K +883 +62%
BP
672
Ballentine Partners
Massachusetts
$551K -$12.7K -55 -2%
HIP
673
Harrell Investment Partners
Texas
$549K +$2.31K +10 +0.4%
HIP
674
HUB Investment Partners
Texas
$548K +$63.1K +273 +14%
OAM
675
Oxford Asset Management
United Kingdom
$542K +$104K +450 +25%