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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1176
Exencial Wealth Advisors
Oklahoma
$369K +$52.9K +308 +16%
EIP
1177
Ellis Investment Partners
Pennsylvania
$368K +$9.97K +58 +3%
SGA
1178
Strategic Global Advisors
California
$366K -$313K -1,819 -45%
AssetMark Inc
1179
AssetMark Inc
California
$366K +$99.7K +580 +36%
PWM
1180
Perigon Wealth Management
California
$359K -$209K -1,219 -37%
HCA
1181
Heck Capital Advisors
Wisconsin
$357K +$13.9K +81 +4%
DC
1182
DeDora Capital
California
$357K -$4.98K -29 -1%
RAM
1183
RWC Asset Management
United Kingdom
$354K -$456K -2,652 -56%
WIC
1184
Whitegate Investment Counselors
New Hampshire
$351K
SWMG
1185
Strategic Wealth Management Group
Maryland
$350K -$26.8K -156 -7%
WAM
1186
Weatherly Asset Management
California
$348K
DS
1187
DRW Securities
Illinois
$346K -$531K -3,088 -59%
RCA
1188
Rowland Carmichael Advisors
Arizona
$345K -$16.7K -97 -4%
FIM
1189
Frontier Investment Management
Texas
$345K -$9.8K -57 -3%
BJL
1190
Brighton Jones LLC
Washington
$343K -$27K -157 -7%
GW
1191
GW & Wade
Massachusetts
$341K -$17.2K -100 -5%
RCG
1192
Ruane, Cunniff & Goldfarb
New York
$341K +$350K +2,038 New
VC
1193
Vicus Capital
Pennsylvania
$339K -$37.6K -219 -10%
CAGAS
1194
Capital Advisory Group Advisory Services
Minnesota
$338K +$80.3K +467 +30%
PCM
1195
Princeton Capital Management
New Jersey
$337K
KIA
1196
KCM Investment Advisors
California
$336K -$1.57M -9,145 -82%
ACP
1197
Arcus Capital Partners
Georgia
$334K
CSA
1198
Cottage Street Advisors
Massachusetts
$334K
KB
1199
Kimelman & Baird
New York
$334K
CPO
1200
Cerity Partners OCIO
New York
$334K +$73.7K +429 +27%