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Avantor

Name Holding Trade Value Shares
Change
Change in
Stake
AW
451
Avion Wealth
Texas
$1K +$615 +30 +125%
SWM
452
Spire Wealth Management
Virginia
$993 +$942 +46 New
GI
453
Gradient Investments
Minnesota
$731 – – –
TCWA
454
Turtle Creek Wealth Advisors
Texas
$708 +$635 +31 New
HI
455
Harbour Investments
Wisconsin
$685 -$82 -4 -12%
APC
456
Aspire Private Capital
North Carolina
$662 – – –
AWM
457
Abound Wealth Management
Tennessee
$571 – – –
RWM
458
Raffa Wealth Management
District of Columbia
$479 – – –
IA
459
IFP Advisors
Florida
$320 -$471 -23 -62%
Kayne Anderson Rudnick Investment Management
460
Kayne Anderson Rudnick Investment Management
California
$320 +$246 +12 +600%
JWM
461
Janiczek Wealth Management
Colorado
$160 -$1.76K -86 -92%
TWD
462
True Wealth Design
Ohio
$160 – – –
LFG
463
Larson Financial Group
Missouri
$160 +$143 +7 New
MCM
464
MV Capital Management
Maryland
$92 +$82 +4 New
PTC
465
Private Trust Company
Ohio
$91 – – –
M
466
MOTCO
Texas
$46 – – –
AWM
467
Atticus Wealth Management
Florida
$23 – – –
TWP
468
TFO Wealth Partners
Ohio
$23 – – –
DWM
469
Dogwood Wealth Management
Kansas
$2 – – –
MG
470
Meritage Group
California
– -$188M -8,897,724 Closed
Holocene Advisors
471
Holocene Advisors
New York
– -$85M -4,031,717 Closed
SSM
472
Sound Shore Management
Connecticut
– -$84.1M -3,989,327 Closed
NPCM
473
North Peak Capital Management
New York
– -$73.4M -3,479,804 Closed
OCM
474
Osterweis Capital Management
California
– -$22.1M -1,046,708 Closed
GCM
475
Glenview Capital Management
New York
– -$21.5M -1,019,890 Closed