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Name Holding Trade Value Shares
Change
Change in
Stake
CM
651
Crestline Management
Texas
$369K -$419K -6,592 -53%
CWA
652
Crux Wealth Advisors
California
$368K +$378K +5,945 New
SC
653
Syon Capital
California
$366K +$2.67K +42 +0.7%
MC
654
Moors & Cabot
Massachusetts
$366K +$375K +5,906 New
MWPCG
655
Measured Wealth Private Client Group
New Hampshire
$361K +$150K +2,368 +68%
AC
656
Arjuna Capital
North Carolina
$361K -$1.21K -19 -0.3%
FFS
657
Founders Financial Securities
Maryland
$357K +$1.27K +20 +0.3%
FHA
658
First Horizon Advisors
Tennessee
$355K -$142K -2,237 -28%
GIA
659
GHP Investment Advisors
Colorado
$354K
BFA
660
Buttonwood Financial Advisors
Maryland
$354K -$92K -1,448 -20%
DC
661
Davenport & Co
Virginia
$354K +$79.9K +1,257 +28%
Alyeska Investment Group
662
Alyeska Investment Group
Illinois
$350K +$359K +5,650 New
CWM
663
Congress Wealth Management
Massachusetts
$335K +$28.7K +451 +9%
ONB
664
Old National Bancorp
Indiana
$334K -$6.48K -102 -2%
EP
665
Edgestream Partners
New Jersey
$329K +$337K +5,305 New
LFAS
666
Level Four Advisory Services
Texas
$325K +$7.24K +114 +2%
MWM
667
Maridea Wealth Management
New York
$324K +$332K +5,230 New
WPW
668
Waldron Private Wealth
Pennsylvania
$323K +$2.92K +46 +0.9%
MW
669
Maia Wealth
Colorado
$322K +$85.8K +1,351 +39%
BJL
670
Brighton Jones LLC
Washington
$322K -$139K -2,190 -30%
RI
671
Ridgewood Investments
New Jersey
$322K -$13.6K -214 -4%
CA
672
Clearstead Advisors
Ohio
$320K -$2.79K -44 -0.8%
BPA
673
Beacon Pointe Advisors
California
$320K +$62.3K +981 +23%
FCH
674
Freestone Capital Holdings
Washington
$319K -$32.2K -507 -9%
GIM
675
Groesbeck Investment Management
New Jersey
$318K