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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$496K +$31.5K +189 +7%
TPCW
527
TD Private Client Wealth
New York
$491K -$4.67K -28 -0.9%
TAM
528
Todd Asset Management
Kentucky
$491K -$40.4K -242 -8%
SS
529
Simplicity Solutions
Minnesota
$490K +$496K +2,972 New
GT
530
Greenleaf Trust
Michigan
$488K +$27.2K +163 +6%
SF
531
Synovus Financial
Georgia
$488K +$80.6K +483 +20%
FPCP
532
Fort Point Capital Partners
California
$487K -$334 -2 -0.1%
OFS
533
OneAscent Financial Services
Alabama
$483K -$308K -1,846 -39%
PI
534
PFS Investments
Georgia
$473K +$216K +1,296 +82%
APA
535
American Portfolios Advisors
New York
$472K +$66.2K +397 +16%
SFM
536
Systematic Financial Management
New Jersey
$471K – – –
SFI
537
Siemens Fonds Invest
Germany
$468K -$1.67K -10 -0.3%
AC
538
Abbrea Capital
California
$468K – – –
CI
539
Conning Inc
Connecticut
$452K -$24.7K -148 -5%
SC
540
Steph & Co
Wisconsin
$451K – – –
NA
541
NewEdge Advisors
Louisiana
$431K +$435K +2,608 New
IFWM
542
Institute for Wealth Management
Colorado
$430K – – –
SCM
543
SKBA Capital Management
California
$428K – – –
HIS
544
Harvest Investment Services
Illinois
$427K -$219K -1,315 -34%
QCM
545
Quest Capital Management
Texas
$426K – – –
TAM
546
Trust Asset Management
Texas
$426K – – –
TA
547
Tectonic Advisors
Texas
$421K +$65.4K +392 +18%
IAN
548
Integrated Advisors Network
Texas
$419K +$32K +192 +8%
CIM
549
Contravisory Investment Management
Massachusetts
$414K +$84.6K +507 +25%
PWPS
550
Pinnacle Wealth Planning Services
Ohio
$413K -$2.84K -17 -0.7%