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Name Holding Trade Value Shares
Change
Change in
Stake
WA
376
Waverly Advisors
Alabama
$361K +$384K +4,257 New
DT
377
Diversified Trust
Tennessee
$356K +$14.1K +156 +4%
LJAC
378
L.J. Altfest & Co
New York
$356K +$377K +4,183 +55%
CAL
379
Capital Analysts LLC
Pennsylvania
$355K
MA
380
Mutual Advisors
Nebraska
$347K +$39.5K +438 +12%
KPWS
381
Kestra Private Wealth Services
Texas
$346K +$17.9K +199 +5%
Verition Fund Management
382
Verition Fund Management
Connecticut
$343K
AWM
383
Axxcess Wealth Management
California
$342K -$52.7K -584 -13%
BWM
384
Baron Wealth Management
Michigan
$341K -$11.5K -128 -3%
BPCE
385
Bank Pictet & Cie (Europe)
Germany
$335K +$356K +3,952 New
HJIM
386
Henry James International Management
New York
$332K +$451 +5 +0.1%
ECM
387
Evergreen Capital Management
Washington
$330K -$8.21K -91 -2%
EA
388
Everpar Advisors
Oklahoma
$328K +$2.79K +31 +0.8%
MA
389
MJP Associates
Connecticut
$325K +$34.5K +383 +11%
MG
390
Marex Group
$322K +$31.2K +346 +10%
DWM
391
Dakota Wealth Management
Florida
$322K -$2.79K -31 -0.8%
PWP
392
Pursue Wealth Partners
California
$322K
BFG
393
Bleakley Financial Group
New Jersey
$322K +$11.9K +132 +4%
SIA
394
Schechter Investment Advisors
Michigan
$314K -$10.8K -120 -3%
S4W
395
Solutions 4 Wealth
Texas
$308K
LI
396
LRI Investments
Florida
$307K +$8.12K +90 +3%
IC
397
IEQ Capital
California
$303K +$17K +188 +6%
BP
398
Ballentine Partners
Massachusetts
$299K -$14.2K -157 -4%
GT
399
Glenmede Trust
Pennsylvania
$297K -$50.6K -561 -14%
NG
400
Norden Group
Utah
$297K -$99.7K -1,106 -24%