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Name Holding Trade Value Shares
Change
Change in
Stake
Harris Associates
401
Harris Associates
Illinois
$490K -$720K -6,860 -57%
GU
402
Georgetown University
District of Columbia
$489K +$538K +5,125 New
CWM
403
Compass Wealth Management
Connecticut
$489K
EIM
404
Ervin Investment Management
Washington
$487K
IWM
405
IHT Wealth Management
Illinois
$482K +$16.4K +156 +3%
PFM
406
Potomac Fund Management
Florida
$482K -$2.2K -21 -0.4%
DWA
407
Douglass Winthrop Advisors
New York
$481K -$7.87K -75 -1%
BFA
408
Buttonwood Financial Advisors
Maryland
$475K -$28.1K -268 -5%
CAS
409
Coppell Advisory Solutions
Texas
$474K +$50.8K +484 +11%
AAP
410
Arax Advisory Partners
Colorado
$472K +$302K +2,881 +140%
NB
411
Northwest Bancshares
Pennsylvania
$471K -$218K -2,080 -30%
PCS
412
Personal CFO Solutions
New Jersey
$469K +$98.4K +938 +24%
SS
413
SBI Securities
Japan
$469K -$3.99K -38 -0.8%
PFPT
414
Pinnacle Financial Partners (Tennessee)
Tennessee
$469K -$39.4K -375 -7%
WC
415
Wynn Capital
Georgia
$465K +$22K +210 +5%
Allspring Global Investments
416
Allspring Global Investments
North Carolina
$464K -$59.1K -563 -10%
CFB
417
Cullen/Frost Bankers
Texas
$464K -$50.1K -477 -9%
AA
418
Auxano Advisors
Washington
$463K +$9.87K +94 +2%
GIC
419
Generali Investments CEE
Czech Republic
$463K
FRM
420
Fox Run Management
Connecticut
$460K -$709K -6,759 -58%
BFO
421
Boston Family Office
Massachusetts
$453K -$210 -2 -0%
HW
422
Hancock Whitney
Mississippi
$452K +$121K +1,152 +32%
DWM
423
DecisionMap Wealth Management
Virginia
$451K -$35.4K -337 -7%
AWM
424
AE Wealth Management
Kansas
$449K -$21.5K -205 -4%
HAG
425
HighPoint Advisor Group
Illinois
$448K -$68.8K -656 -12%