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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
301
Buckhead Capital Management
Georgia
$352K
WBG
302
Wharton Business Group
Pennsylvania
$351K
PWM
303
Perigon Wealth Management
California
$347K +$1.76K +34 +0.6%
BCM
304
Bayesian Capital Management
New York
$343K +$317K +6,127 New
LJAC
305
L.J. Altfest & Co
New York
$338K -$4.76K -92 -2%
TAM
306
Taurus Asset Management
New York
$336K
OIA
307
OneDigital Investment Advisors
Kansas
$322K -$11.1K -214 -4%
DA
308
Duality Advisers
Florida
$314K +$290K +5,602 New
GHA
309
GW Henssler & Associates
Georgia
$309K -$67.3K -1,300 -19%
Corient Private Wealth
310
Corient Private Wealth
Florida
$306K +$41.8K +808 +17%
Franklin Resources
311
Franklin Resources
California
$301K +$8.28K +160 +3%
PA
312
Profund Advisors
Maryland
$298K -$39K -754 -12%
DTL
313
Dynamic Technology Lab
Singapore
$292K -$1.78M -34,390 -87%
DF
314
Donoghue Forlines
Massachusetts
$286K +$264K +5,103 New
GJCM
315
Grand Jean Capital Management
California
$280K
SP
316
Successful Portfolios
Florida
$280K
IC
317
IEQ Capital
California
$278K -$216K -4,175 -46%
BPA
318
Beacon Pointe Advisors
California
$270K +$2.69K +52 +1%
BAMF
319
BI Asset Management Fondsmaeglerselskab
Denmark
$269K +$33.3K +644 +15%
KeyBank National Association
320
KeyBank National Association
Ohio
$268K +$1.09K +21 +0.4%
BL
321
Balentine LLC
Georgia
$267K +$931 +18 +0.4%
PWMAG
322
Pinnacle Wealth Management Advisory Group
New Jersey
$266K +$12.9K +250 +6%
JIC
323
Joel Isaacson & Co
New York
$258K
O
324
Ossiam
France
$257K +$113K +2,182 +91%
V
325
Veritable
Delaware
$249K -$1.19K -23 -0.5%