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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
426
Pinnacle Wealth Planning Services
Ohio
$226K -$43.2K -291 -14%
QTM
427
qPULA Trading Management
New York
$226K +$259K +1,747 New
Cerity Partners
428
Cerity Partners
New York
$223K +$256K +1,724 New
PFO
429
Pathstone Family Office
New Jersey
$219K +$22.6K +152 +10%
DADC
430
D.A. Davidson & Co
Montana
$214K -$19.3K -130 -7%
IAA
431
Independent Advisor Alliance
North Carolina
$214K +$244K +1,647 New
WG
432
Winton Group
United Kingdom
$207K -$712K -4,797 -75%
LS
433
Livforsakringsbolaget Skandia
Sweden
$207K – – –
CWP
434
Concord Wealth Partners
Virginia
$207K +$233K +1,569 +6,538%
UCFA
435
United Capital Financial Advisors
Texas
$202K -$14.7K -99 -6%
HAFS
436
Hapanowicz & Associates Financial Services
Pennsylvania
$201K -$210K -1,412 -48%
S
437
SignatureFD
Georgia
$181K +$126K +849 +154%
MHR
438
Matthew Hamilton Rosenberg
$178K – – –
RA
439
Resolute Advisors
California
$167K +$191K +1,290 New
GWM
440
Geneos Wealth Management
Colorado
$151K -$14.1K -95 -8%
PA
441
Parallel Advisors
California
$148K +$35.2K +237 +26%
QP
442
Quilter Plc
United Kingdom
$146K +$167K +1,125 New
AP
443
Arlington Partners
Alabama
$140K – – –
CAPTRUST Financial Advisors
444
CAPTRUST Financial Advisors
North Carolina
$138K -$3.71K -25 -2%
SGDR
445
SPX Gestao de Recursos
Brazil
$130K -$12.6M -84,670 -99%
FWM
446
Focused Wealth Management
New York
$117K -$32.6K -220 -20%
OIA
447
Optimum Investment Advisors
Illinois
$117K -$22.3K -150 -14%
BCA
448
Berman Capital Advisors
Georgia
$117K +$97.6K +658 +260%
SWM
449
Spire Wealth Management
Virginia
$117K +$134K +905 New
BAM
450
Belpointe Asset Management
Nevada
$107K +$122K +823 New