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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$330K +$66.7K +695 +20%
LPT
452
Legacy Private Trust
Wisconsin
$327K -$424K -4,417 -51%
AT
453
Arden Trust
Delaware
$326K -$6.33K -66 -2%
GI
454
GAMCO Investors
Connecticut
$323K -$2.88M -30,017 -88%
DY
455
Dowling & Yahnke
California
$322K +$77.4K +807 +24%
GA
456
Geller Advisors
New York
$319K -$7.67K -80 -2%
CG
457
Caprock Group
Idaho
$318K +$23.1K +241 +6%
MGP
458
Metis Global Partners
California
$314K +$7.29K +76 +2%
LFM
459
Lumina Fund Management
New York
$313K
BPA
460
Beacon Pointe Advisors
California
$307K -$124K -1,295 -25%
RJT
461
Raymond James Trust
Florida
$306K +$86.3K +900 +30%
TPW
462
Transatlantique Private Wealth
New York
$305K +$4.8K +50 +1%
OWM
463
OneAscent Wealth Management
Alabama
$303K -$21.6K -225 -5%
BWP
464
BSW Wealth Partners
Colorado
$302K -$16.6K -173 -4%
SC
465
Scotia Capital
Ontario, Canada
$299K -$576 -6 -0.2%
IA
466
IFP Advisors
Florida
$299K +$8.63K +90 +3%
SI
467
Symmetry Investments
Jersey
$295K -$1.66M -17,332 -82%
ECM
468
Everence Capital Management
Indiana
$295K +$362K +3,770 New
CB
469
Cadence Bank
Mississippi
$295K +$362K +3,772 New
Cetera Investment Advisers
470
Cetera Investment Advisers
Illinois
$293K -$17.9K -187 -5%
SDIC
471
South Dakota Investment Council
South Dakota
$293K
MYIA
472
Mount Yale Investment Advisors
Colorado
$293K +$3.26K +34 +0.9%
BRWA
473
B. Riley Wealth Advisors
Florida
$288K -$384 -4 -0.1%
OSAM
474
O'Shaughnessy Asset Management
Connecticut
$288K +$15.6K +163 +5%
EWS
475
Evergreen Wealth Solutions
Pennsylvania
$285K -$87K -907 -20%