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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
701
BSW Wealth Partners
Colorado
$407K -$65K -563 -14%
GM
702
GeoWealth Management
Illinois
$403K -$155K -1,340 -28%
PVI
703
Pine Valley Investments
New Jersey
$401K +$156K +1,348 +66%
VIM
704
Vancity Investment Management
British Columbia, Canada
$398K +$45.8K +397 +13%
GGA
705
Granite Group Advisors
Connecticut
$397K – – –
PTC
706
Philadelphia Trust Company
Pennsylvania
$396K -$3.46K -30 -0.9%
LWPC
707
Legacy Wealth Partners (Colorado)
Colorado
$395K -$234K -2,030 -38%
GRP
708
Global Retirement Partners
California
$394K +$385K +3,335 New
RSWM
709
Robertson Stephens Wealth Management
California
$389K +$14.2K +123 +4%
HCMG
710
Howard Capital Management Group
California
$384K -$28.6K -248 -7%
PAG
711
Private Advisor Group
New Jersey
$381K -$924K -8,005 -71%
CRC
712
Curi RMB Capital
Illinois
$380K +$371K +3,218 New
MWM
713
Mosley Wealth Management
California
$380K +$10.4K +90 +3%
OP
714
Oslo Pensjonsforsikring
$376K – – –
FFA
715
Farther Finance Advisors
California
$373K -$48.8K -423 -12%
WA
716
Waverly Advisors
Alabama
$371K +$109K +944 +43%
AAM
717
Aureus Asset Management
Massachusetts
$366K – – –
EI
718
Ellevest Inc
New York
$360K -$7.16K -62 -2%
SYBT
719
Stock Yards Bank & Trust
Kentucky
$359K – – –
FPWM
720
FSB Premier Wealth Management
Iowa
$356K +$77.7K +673 +29%
YP
721
YANKCOM Partnership
South Dakota
$355K – – –
NSUP
722
NLB Skladi upravljanje premozenja
$355K +$115K +1,000 +50%
HIP
723
HUB Investment Partners
Texas
$354K -$99.6K -863 -22%
GWMR
724
GC Wealth Management RIA
Massachusetts
$354K -$10.3K -89 -3%
LF
725
Lantz Financial
Illinois
$354K -$30.4K -263 -8%
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