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Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
451
APG Asset Management US
New York
$454K -$4.52M -24,756 -90%
HVCM
452
Hel Ved Capital Management
Hong Kong
$453K +$484K +2,650 New
BEI
453
Benjamin Edwards Inc
Missouri
$449K +$480K +2,628 New
LA
454
Legacy Advisors
Pennsylvania
$449K +$2.56K +14 +0.5%
HVP
455
Hudson Value Partners
Florida
$446K +$22.8K +125 +5%
GWSG
456
GPS Wealth Strategies Group
Colorado
$437K
AWS
457
Atria Wealth Solutions
New York
$426K -$1.06M -5,819 -70%
PCA
458
Pallas Capital Advisors
Massachusetts
$423K +$420K +2,298 New
DF
459
Donoghue Forlines
Massachusetts
$414K +$32.3K +177 +8%
JWCA
460
J.W. Cole Advisors
Florida
$411K +$224K +1,226 +104%
EDRH
461
Edmond de Rothschild Holding
Switzerland
$411K
AWM
462
Apollon Wealth Management
South Carolina
$411K -$73.4K -402 -14%
WAP
463
Wealthcare Advisory Partners
Pennsylvania
$404K -$8.95K -49 -2%
SLAM
464
Swiss Life Asset Management
$400K -$67.9K -372 -14%
BBVA
465
Banco Bilbao Vizcaya Argentaria
Spain
$400K -$5.32M -29,112 -93%
CCM
466
Coldstream Capital Management
Washington
$397K +$139K +761 +50%
VWA
467
Visionary Wealth Advisors
Illinois
$395K +$34.7K +190 +9%
NL
468
NWAM LLC
Washington
$395K +$68.8K +377 +20%
SMFG
469
Sumitomo Mitsui Financial Group
Japan
$385K +$174K +954 +74%
SOAMC
470
Spirit of America Management Corp
New York
$385K
IAA
471
Independent Advisor Alliance
North Carolina
$377K -$1.04M -5,690 -72%
PIM
472
Plato Investment Management
Australia
$374K -$487K -2,665 -55%
KIA
473
KCM Investment Advisors
California
$373K +$398K +2,180 New
RG
474
Rathbones Group
United Kingdom
$371K -$175K -960 -31%
CCFM
475
Clear Creek Financial Management
Washington
$368K +$17.9K +98 +5%