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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
776
Premier Path Wealth Partners
New Jersey
$307K +$291K +2,253 New
MM
777
MQS Management
New York
$306K +$290K +2,250 New
OAM
778
Ostrum Asset Management
France
$306K +$1.16K +9 +0.4%
PA
779
Pinnacle Associates
New York
$303K -$73.8K -572 -20%
Parnassus Investments
780
Parnassus Investments
California
$302K +$89.5K +694 +46%
Capstone Investment Advisors
781
Capstone Investment Advisors
New York
$291K -$408K -3,161 -60%
CMI
782
Clare Market Investments
Texas
$291K -$10.2K -79 -4%
Empower Advisory Group
783
Empower Advisory Group
Colorado
$290K -$235K -1,822 -46%
TWM
784
Tanager Wealth Management
United Kingdom
$289K +$273K +2,121 New
BL
785
Balentine LLC
Georgia
$288K +$36.9K +286 +16%
BFC
786
Blue Fin Capital
Rhode Island
$285K -$72.1K -559 -21%
AF
787
Allworth Financial
California
$282K -$31.7K -246 -11%
PP
788
PDS Planning
Ohio
$281K +$2.97K +23 +1%
RCA
789
Ranch Capital Advisors
Florida
$281K +$5.67K +44 +2%
BP
790
Ballentine Partners
Massachusetts
$281K +$266K +2,063 New
PRI
791
Prepared Retirement Institute
Pennsylvania
$280K +$265K +2,056 New
SIG
792
Stonegate Investment Group
Alabama
$279K +$2.19K +17 +0.8%
FFS
793
Founders Financial Securities
Maryland
$278K +$3.35K +26 +1%
AFT
794
Alpha Family Trust
California
$274K -$56.1K -435 -18%
FAIM
795
Financial Advocates Investment Management
Washington
$274K +$7.22K +56 +3%
CCM
796
Coldstream Capital Management
Washington
$274K +$55.6K +431 +27%
EWA
797
EP Wealth Advisors
California
$272K +$20.6K +160 +9%
LC
798
Lindbrook Capital
California
$272K +$60.9K +472 +31%
CCWM
799
Cassaday & Co Wealth Management
Virginia
$270K +$29.1K +226 +13%
FIA
800
Foundations Investment Advisors
Arizona
$268K -$451K -3,497 -66%