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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
751
Tybourne Capital Management
Hong Kong
$423K +$399K +621 New
BFA
752
BMS Financial Advisors
South Dakota
$421K +$53.9K +84 +16%
ACS
753
Archford Capital Strategies
Illinois
$419K +$642 +1 +0.2%
OL
754
Optas LLC
Texas
$417K +$9.63K +15 +3%
HCA
755
Harbour Capital Advisors
Virginia
$415K +$8.99K +14 +2%
LCM
756
Lattice Capital Management
Washington
$412K
AWA
757
Aaron Wealth Advisors
Illinois
$412K +$43.7K +68 +13%
LSPW
758
Lake Street Private Wealth
Illinois
$408K -$16.7K -26 -4%
CC
759
Callan Capital
California
$406K -$37.2K -58 -9%
GAG
760
GM Advisory Group
New York
$405K
IAN
761
Integrated Advisors Network
Texas
$398K +$93.1K +145 +33%
SVWAG
762
Sound View Wealth Advisors Group
Georgia
$397K +$25K +39 +7%
SF
763
Summit Financial
New Jersey
$395K -$97.6K -152 -21%
FBB
764
Fulton Breakefield Broenniman
Maryland
$391K -$19.3K -30 -5%
ATIA
765
American Trust Investment Advisors
New Hampshire
$391K
CT
766
Caldwell Trust
Florida
$391K
RBCM
767
Raub Brock Capital Management
California
$390K
CCA
768
Clearwater Capital Advisors
Illinois
$389K
CFO
769
CVA Family Office
Colorado
$387K -$34K -53 -9%
CCFM
770
Clear Creek Financial Management
Washington
$387K +$7.71K +12 +2%
SC
771
Savant Capital
Illinois
$386K +$57.1K +89 +19%
MSR
772
Main Street Research
Connecticut
$385K
FHA
773
Flagship Harbor Advisors
Massachusetts
$383K +$36K +56 +11%
IPAM
774
ICICI Prudential Asset Management
India
$383K +$76.4K +119 +27%
Holocene Advisors
775
Holocene Advisors
New York
$379K -$65.3M -101,701 -99%