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Exelixis

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
401
Plato Investment Management
Australia
$386K +$130K +3,243 +53%
BEI
402
Benjamin Edwards Inc
Missouri
$381K +$139K +3,460 +60%
SWM
403
Spire Wealth Management
Virginia
$381K +$80.5K +2,004 +28%
OC
404
Oakworth Capital
Alabama
$379K
Jones Financial Companies
405
Jones Financial Companies
Missouri
$370K +$245K +6,089 +180%
SI
406
Stephens Inc
Arkansas
$369K -$1.17K -29 -0.3%
EI
407
Ethic Inc
New York
$365K -$18.5K -460 -5%
FTWA
408
Fifth Third Wealth Advisors
Ohio
$361K -$5.39K -134 -2%
CPIG
409
Chicago Partners Investment Group
Illinois
$359K +$67.1K +1,670 +23%
IC
410
Innealta Capital
Texas
$355K +$345K +8,589 New
AG
411
Ascent Group
Virginia
$353K +$343K +8,536 New
VA
412
VestGen Advisors
Illinois
$351K
AI
413
Atria Investments
North Carolina
$350K +$13.3K +331 +4%
EWM
414
Empirical Wealth Management
Washington
$350K +$341K +8,474 New
MFAM
415
Motley Fool Asset Management
Virginia
$342K -$12.9K -321 -4%
ECM
416
Everence Capital Management
Indiana
$337K
RCM
417
Requisite Capital Management
Texas
$335K +$326K +8,114 New
TGIA
418
Torrey Growth & Income Advisors
California
$335K +$326K +8,110 New
PL
419
Plancorp LLC
Missouri
$334K -$241 -6 -0.1%
OIA
420
OneDigital Investment Advisors
Kansas
$331K +$63.7K +1,584 +25%
WA
421
Waverly Advisors
Alabama
$331K +$322K +8,003 New
PCM
422
Polymer Capital Management
New York
$330K -$147K -3,661 -31%
EWA
423
EverSource Wealth Advisors
Alabama
$327K +$15.4K +384 +5%
CCM
424
Coldstream Capital Management
Washington
$324K +$2.77K +69 +0.9%
BWM
425
BAM Wealth Management
Colorado
$322K +$313K +7,799 New