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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
501
GEM Asset Management
Michigan
$550K +$1.07K +10 +0.2%
FFA
502
Farther Finance Advisors
California
$549K +$87.4K +817 +20%
HPWM
503
High Point Wealth Management
New Jersey
$546K +$855 +8 +0.2%
BBHC
504
Brown Brothers Harriman & Co
New York
$543K +$159K +1,491 +43%
EWA
505
EP Wealth Advisors
California
$542K +$123K +1,152 +30%
SC
506
Syon Capital
California
$542K +$79.4K +743 +18%
William Blair & Company
507
William Blair & Company
Illinois
$536K +$78.7K +736 +18%
EC
508
EntryPoint Capital
New York
$535K – – –
MWC
509
MBM Wealth Consultants
Missouri
$534K +$20.4K +191 +4%
EPW
510
Evolve Private Wealth
California
$531K +$62K +580 +14%
CFG
511
Citizens Financial Group
Rhode Island
$530K +$4.17K +39 +0.8%
LNB
512
Ledyard National Bank
$528K – – –
TE
513
Tema ETFs
New York
$519K +$2.25K +21 +0.4%
VT
514
Vise Technologies
New York
$515K – – –
IIC
515
Ironwood Investment Counsel
Arizona
$508K – – –
SOS
516
Silver Oak Securities
Tennessee
$508K +$19.7K +184 +4%
Aviva
517
Aviva
United Kingdom
$506K – – –
MC
518
Moors & Cabot
Massachusetts
$496K -$12.7K -119 -3%
MG
519
Mather Group
Illinois
$490K -$62.2K -582 -12%
TG
520
TCW Group
California
$490K +$23K +215 +5%
SCM
521
Saxony Capital Management
Missouri
$484K +$1.39K +13 +0.3%
GT
522
Greenleaf Trust
Michigan
$483K +$7.91K +74 +2%
TTIC
523
Tower Trust & Investment Company
Iowa
$479K – – –
VAG
524
VisionPoint Advisory Group
Texas
$477K -$1.18K -11 -0.3%
BPA
525
Beacon Pointe Advisors
California
$472K +$62.5K +585 +16%