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Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
526
Castle Rock Wealth Management
California
$353K +$69.4K +375 +25%
BWP
527
BSW Wealth Partners
Colorado
$353K +$112K +604 +54%
BZWA
528
Blue Zone Wealth Advisors
California
$352K – – –
WCM
529
Wedge Capital Management
North Carolina
$352K +$103K +554 +48%
QOP
530
Quinn Opportunity Partners
Virginia
$350K – – –
AGA
531
Accuvest Global Advisors
Utah
$348K +$52K +281 +20%
Bank Julius Baer & Co
532
Bank Julius Baer & Co
Switzerland
$348K +$276K +1,491 +746%
CIS
533
Capital International Sarl
California
$348K +$313K +1,693 New
LBD
534
Landsberg Bennett & Dubbaneh
Florida
$347K +$45.7K +247 +17%
CIAS
535
Capital Investment Advisory Services
North Carolina
$339K +$11.1K +60 +4%
EI
536
Ellevest Inc
New York
$339K +$167K +901 +121%
Vanguard Personalized Indexing Management
537
Vanguard Personalized Indexing Management
California
$333K -$35.9K -194 -11%
WPW
538
Warther Private Wealth
Ohio
$333K +$309K +1,669 New
FMWA
539
Forvis Mazars Wealth Advisors
Missouri
$330K – – –
GT
540
Greenleaf Trust
Michigan
$329K -$4.81K -26 -2%
PCA
541
Private Capital Advisors
Connecticut
$329K – – –
SHGA
542
Sand Hill Global Advisors
California
$324K +$4.26K +23 +1%
AA
543
ALPS Advisors
Colorado
$323K – – –
IEFM
544
IQ EQ Fund Management
Ireland
$322K – – –
RIG
545
RiverFront Investment Group
Virginia
$320K +$96.1K +519 +50%
CMTU
546
Capital Markets Trading (UK)
United Kingdom
$320K +$288K +1,554 New
AC
547
Allstate Corporation
Illinois
$319K -$276K -1,489 -49%
SIC
548
Sigma Investment Counselors
Michigan
$319K – – –
CFG
549
Cooper Financial Group
California
$319K +$17.4K +94 +6%
FHC
550
First Heartland Consultants
Missouri
$319K +$286K +1,548 New