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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
326
Guinness Asset Management
United Kingdom
$390K +$21.1K +170 +6%
KCM
327
Kathmere Capital Management
Pennsylvania
$386K +$124K +998 +51%
Focus Partners Wealth
328
Focus Partners Wealth
Massachusetts
$385K +$366K +2,948 New
AWA
329
Arkadios Wealth Advisors
Georgia
$384K -$21.8K -176 -6%
BP
330
Ballentine Partners
Massachusetts
$381K +$22.5K +181 +7%
SAI
331
Savvy Advisors Inc
New York
$377K +$4.22K +34 +1%
US Bancorp
332
US Bancorp
Minnesota
$372K -$88.3K -711 -20%
SOS
333
Silver Oak Securities
Tennessee
$370K -$21.7K -175 -6%
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$369K +$350K +2,823 New
EWM
335
Empirical Wealth Management
Washington
$361K +$343K +2,761 New
GSIAS
336
Garden State Investment Advisory Services
New Jersey
$355K +$338K +2,720 New
N
337
Natixis
France
$351K +$63.2K +509 +23%
Truist Financial
338
Truist Financial
North Carolina
$350K +$35.1K +283 +12%
GIA
339
Gladstone Institutional Advisory
Florida
$348K +$330K +2,661 New
SIS
340
Strategic Investment Solutions
Illinois
$345K -$328K -2,641 -50%
HT
341
Headlands Technologies
Illinois
$345K +$327K +2,637 New
Kovitz Investment Group Partners
342
Kovitz Investment Group Partners
Illinois
$344K -$11.2K -90 -3%
MAMU
343
Myriad Asset Management US
Florida
$341K +$323K +2,606 New
AFWM
344
Arta Finance Wealth Management
California
$339K +$322K +2,594 New
LGF
345
LGT Group Foundation
Liechtenstein
$339K
Allspring Global Investments
346
Allspring Global Investments
North Carolina
$323K +$267K +2,149 New
AAB
347
ABN AMRO Bank
Netherlands
$323K -$9.93K -80 -3%
FFA
348
Farther Finance Advisors
California
$321K +$257K +2,067 +535%
RWP
349
RWA Wealth Partners
Massachusetts
$317K
PFGIA
350
Patriot Financial Group Insurance Agency
Massachusetts
$311K +$296K +2,382 New