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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
701
Topsail Wealth Management
North Carolina
$371K +$7.15K +65 +2%
PFA
702
Pure Financial Advisors
California
$370K +$87K +791 +30%
CB
703
Commerce Bank
Missouri
$370K -$880 -8 -0.2%
ACA
704
Atlas Capital Advisors
Wyoming
$368K +$179K +1,628 +90%
WAM
705
Weiss Asset Management
Massachusetts
$365K +$376K +3,415 New
BA
706
Bridgewater Advisors
New York
$365K +$1.65K +15 +0.4%
CIA
707
Choate Investment Advisors
Massachusetts
$361K +$4.18K +38 +1%
AWA
708
Aaron Wealth Advisors
Illinois
$359K -$311K -2,823 -46%
EWA
709
EP Wealth Advisors
California
$358K -$43.6K -396 -11%
CPIG
710
Chicago Partners Investment Group
Illinois
$352K -$258K -2,349 -40%
CA
711
Clearstead Advisors
Ohio
$352K -$880 -8 -0.2%
CM
712
CastleKnight Management
New York
$342K – – –
Parnassus Investments
713
Parnassus Investments
California
$342K +$2.75K +25 +0.8%
NW
714
NewEdge Wealth
Pennsylvania
$340K +$118K +1,075 +51%
RWP
715
Revolve Wealth Partners
New Jersey
$339K +$349K +3,170 New
CAG
716
Crestwood Advisors Group
Massachusetts
$338K +$88.4K +804 +34%
PPWP
717
Premier Path Wealth Partners
New Jersey
$333K -$53.2K -484 -13%
LA
718
LVW Advisors
New York
$331K +$111K +1,010 +49%
SIA
719
Strategic Investment Advisors
Michigan
$330K -$27.5K -250 -7%
FS
720
Ferguson Shapiro
Georgia
$324K – – –
BPAMU
721
BTG Pactual Asset Management US
New York
$321K +$330K +3,002 New
PGFC
722
Peapack-Gladstone Financial Corp
New Jersey
$319K +$104K +949 +47%
EW
723
Expressive Wealth
Illinois
$318K +$23.1K +210 +8%
CIM
724
Cambria Investment Management
California
$315K +$1.21K +11 +0.4%
LFG
725
Larson Financial Group
Missouri
$314K +$9.35K +85 +3%