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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
876
Bank of Stockton
California
$2.27M -$282K -206 -11%
William Blair Investment Management
877
William Blair Investment Management
Illinois
$2.26M -$2.37M -1,733 -50%
SWM
878
Sandro Wealth Management
New Jersey
$2.26M -$17.8K -13 -0.8%
PCS
879
Personal CFO Solutions
New Jersey
$2.26M -$625K -456 -21%
AHC
880
Adell Harriman & Carpenter
Texas
$2.26M +$106K +77 +5%
DA
881
Dillon & Associates
Michigan
$2.25M +$164K +120 +8%
PP
882
PDS Planning
Ohio
$2.24M +$19.2K +14 +0.8%
MCCP
883
Mission Creek Capital Partners
California
$2.23M +$1.81M +1,320 +360%
DA
884
Doliver Advisors
Texas
$2.23M -$514K -375 -18%
PF
885
Phoenix Financial
Israel
$2.22M -$1.7M -1,242 -42%
AAP
886
Arax Advisory Partners
Colorado
$2.21M -$1.71M -1,247 -43%
HBW
887
Hazlett, Burt & Watson
West Virginia
$2.21M +$6.85K +5 +0.3%
AG
888
AlTi Global
New York
$2.2M -$2.25M -1,642 -50%
COI
889
Connable Office Inc
Michigan
$2.19M +$42.5K +31 +2%
OFS
890
OneAscent Financial Services
Alabama
$2.19M +$122K +89 +6%
AWP
891
Abacus Wealth Partners
California
$2.19M -$23.3K -17 -1%
KWA
892
Kingswood Wealth Advisors
California
$2.18M +$103K +75 +5%
NF
893
Nvest Financial
New Hampshire
$2.18M +$126K +92 +6%
UAG
894
United Advisor Group
Ohio
$2.17M +$948K +692 +73%
BA
895
Bridgewater Advisors
New York
$2.17M +$58.9K +43 +3%
F8IS
896
Figure 8 Investment Strategies
Idaho
$2.17M -$13.7K -10 -0.6%
FMI
897
Frec Markets Inc
California
$2.15M +$365K +266 +19%
BWA
898
Basecamp Wealth Advisors
Washington
$2.15M -$34.3K -25 -2%
FWM
899
Finer Wealth Management
Massachusetts
$2.14M -$97.3K -71 -4%
MAWA
900
Moss Adams Wealth Advisors
Washington
$2.11M – – –