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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
Wealth Architects
California
$532K -$59.2K -2,672 -11%
AWM
252
Aprio Wealth Management
Georgia
$524K +$13K +586 +3%
EI
253
Ellevest Inc
New York
$507K +$45.5K +2,052 +11%
ONB
254
Old National Bancorp
Indiana
$505K -$46.1K -2,079 -9%
PA
255
Parallel Advisors
California
$501K +$11.5K +520 +3%
CCIA
256
Campbell & Co Investment Adviser
Maryland
$493K -$348K -15,693 -45%
PP
257
Paladin Partners
Wisconsin
$490K +$427K +19,270 New
BCPWM
258
Bradley & Co Private Wealth Management
Florida
$490K
SWP
259
Stratos Wealth Partners
Ohio
$488K +$83.2K +3,755 +24%
CCM
260
Coldstream Capital Management
Washington
$478K -$175K -7,880 -30%
WFI
261
West Family Investments
California
$473K +$60K +2,707 +17%
CCA
262
Checchi Capital Advisers
California
$473K +$6.96K +314 +2%
CGL
263
Clarius Group LLC
Washington
$470K
BWA
264
Basecamp Wealth Advisors
Washington
$468K +$408K +18,407 New
DWM
265
Drive Wealth Management
Utah
$467K +$163K +7,356 +67%
KOCAA
266
Knights of Columbus Asset Advisors
Connecticut
$463K
BMCM
267
Burns Matteson Capital Management
New York
$461K +$36.8K +1,660 +10%
State Street
268
State Street
Massachusetts
$459K
EWA
269
EP Wealth Advisors
California
$457K +$398K +17,967 New
MM
270
MQS Management
New York
$457K -$21.8K -982 -5%
GCM
271
Genus Capital Management
British Columbia, Canada
$455K +$3.1K +140 +0.8%
KeyBank National Association
272
KeyBank National Association
Ohio
$454K +$133K +6,003 +51%
MYIA
273
Mount Yale Investment Advisors
Colorado
$444K -$1.86M -84,069 -83%
FFA
274
Farther Finance Advisors
California
$437K +$249K +11,236 +189%
William Blair & Company
275
William Blair & Company
Illinois
$437K +$105K +4,724 +38%