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Name Holding Trade Value Shares
Change
Change in
Stake
ADIM
526
Alpha DNA Investment Management
Maryland
$538K +$711K +1,595 New
Brown Advisory
527
Brown Advisory
Maryland
$535K +$8.92K +20 +1%
NIA
528
NIA Impact Advisors
California
$532K +$692K +1,553 New
RE
529
RBC Europe
United Kingdom
$529K -$967K -2,168 -58%
QP
530
Quilter Plc
United Kingdom
$524K -$166K -373 -19%
RG
531
Rathbones Group
United Kingdom
$518K -$329K -738 -32%
IWA
532
Intercontinental Wealth Advisors
Texas
$517K -$21.4K -48 -3%
PGWM
533
Parisi Gray Wealth Management
New Jersey
$514K +$89.2K +200 +15%
SWA
534
Stratos Wealth Advisors
Ohio
$513K +$82K +184 +14%
GWM
535
Geneos Wealth Management
Colorado
$512K +$302K +678 +39%
FFA
536
First Foundation Advisors
California
$510K +$675K +1,513 New
BAAM
537
Baker Avenue Asset Management
California
$509K -$189K -425 -22%
MA
538
Montag & Associates
Georgia
$506K +$669K +1,500 New
PA
539
Procyon Advisors
Connecticut
$500K -$76.2K -171 -10%
WMP
540
Wealth Management Partners
Arizona
$496K +$591K +1,326 New
ETC
541
Exchange Traded Concepts
Oklahoma
$490K -$300K -674 -32%
AWE
542
Avidian Wealth Enterprises
Texas
$490K +$648K +1,453 New
MCM
543
Manchester Capital Management
Vermont
$484K -$59.3K -133 -8%
BAMF
544
BI Asset Management Fondsmaeglerselskab
Denmark
$477K +$538K +1,207 +580%
RCAG
545
Rehmann Capital Advisory Group
Michigan
$474K -$133K -299 -26%
ZIM
546
Zacks Investment Management
Illinois
$464K -$1.89M -4,250 -76%
EIM
547
Essex Investment Management
Massachusetts
$464K -$76.7K -172 -11%
WSC
548
White Square Capital
United Kingdom
$463K +$613K +1,374 New
SAS
549
Sanford Advisory Services
Michigan
$458K +$606K +1,360 New
BWP
550
Baldwin Wealth Partners
Massachusetts
$456K +$82.9K +186 +16%