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Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
626
Pictet North America Advisors
Switzerland
$1.02M
BPWM
627
Badgley Phelps Wealth Managers
Washington
$1.01M -$7.97M -176,956 -87%
MIC
628
Maxi Investments CY
Cyprus
$1M +$297K +6,600 +35%
SWP
629
Sagespring Wealth Partners
Tennessee
$988K -$225K -4,992 -17%
AGA
630
Accuvest Global Advisors
Utah
$980K +$1.13M +25,000 New
RA
631
Rational Advisors
New York
$980K +$1.13M +25,000 New
EAM
632
Erste Asset Management
Austria
$977K -$6.26M -139,030 -85%
SWM
633
Spire Wealth Management
Virginia
$968K -$158K -3,502 -12%
GI
634
GAMMA Investing
California
$966K -$216K -4,800 -16%
TBT
635
Texas Bank & Trust
Texas
$965K +$69.6K +1,546 +7%
LNWWM
636
Laird Norton Wetherby Wealth Management
California
$964K -$11.3K -252 -1%
SCTC
637
Sanibel Captiva Trust Company
Florida
$961K -$34.4K -765 -3%
XT
638
XTX Topco
Cayman Islands
$956K +$650K +14,446 +145%
TPCW
639
TD Private Client Wealth
New York
$953K -$102K -2,267 -9%
MWM
640
Meridian Wealth Management
Kentucky
$946K +$536K +11,899 +97%
AF
641
Ally Financial
Michigan
$941K +$1.08M +24,000 New
HFS
642
Hantz Financial Services
Michigan
$932K -$889K -19,737 -45%
SC
643
Savant Capital
Illinois
$921K -$143K -3,182 -12%
SC
644
Shuttleworth & Co
Ohio
$920K +$1.06M +23,474 New
CFG
645
Chapman Financial Group
Hawaii
$919K +$182K +4,052 +21%
BCWM
646
Bartlett & Co Wealth Management
Ohio
$918K +$3.33K +74 +0.3%
Bank Julius Baer & Co
647
Bank Julius Baer & Co
Switzerland
$917K -$757K -16,807 -42%
IWM
648
IHT Wealth Management
Illinois
$916K +$158K +3,515 +18%
BIG
649
Brooklyn Investment Group
New York
$912K -$22.8K -506 -3%
CWM
650
Circle Wealth Management
New Jersey
$903K +$303K +6,734 +41%