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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
701
Atlas Capital Advisors
Wyoming
$368K +$179K +1,628 +90%
WAM
702
Weiss Asset Management
Massachusetts
$365K +$376K +3,415 New
BA
703
Bridgewater Advisors
New York
$365K +$1.65K +15 +0.4%
CIA
704
Choate Investment Advisors
Massachusetts
$361K +$4.18K +38 +1%
AWA
705
Aaron Wealth Advisors
Illinois
$359K -$311K -2,823 -46%
EWA
706
EP Wealth Advisors
California
$358K -$43.6K -396 -11%
CPIG
707
Chicago Partners Investment Group
Illinois
$352K -$258K -2,349 -40%
CA
708
Clearstead Advisors
Ohio
$352K -$880 -8 -0.2%
CM
709
CastleKnight Management
New York
$342K
Parnassus Investments
710
Parnassus Investments
California
$342K +$2.75K +25 +0.8%
NW
711
NewEdge Wealth
Pennsylvania
$340K +$118K +1,075 +51%
RWP
712
Revolve Wealth Partners
New Jersey
$339K +$349K +3,170 New
CAG
713
Crestwood Advisors Group
Massachusetts
$338K +$88.4K +804 +34%
PPWP
714
Premier Path Wealth Partners
New Jersey
$333K -$53.2K -484 -13%
LA
715
LVW Advisors
New York
$331K +$111K +1,010 +49%
SIA
716
Strategic Investment Advisors
Michigan
$330K -$27.5K -250 -7%
FS
717
Ferguson Shapiro
Georgia
$324K
BPAMU
718
BTG Pactual Asset Management US
New York
$321K +$330K +3,002 New
PGFC
719
Peapack-Gladstone Financial Corp
New Jersey
$319K +$104K +949 +47%
EW
720
Expressive Wealth
Illinois
$318K +$23.1K +210 +8%
CIM
721
Cambria Investment Management
California
$315K +$1.21K +11 +0.4%
LFG
722
Larson Financial Group
Missouri
$314K +$9.35K +85 +3%
FHC
723
First Horizon Corporation
Tennessee
$312K -$15K -136 -4%
IAA
724
Independent Advisor Alliance
North Carolina
$311K +$32K +291 +11%
First Eagle Investment Management
725
First Eagle Investment Management
New York
$310K -$7.7K -70 -2%