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Exelixis

Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
401
Center For Asset Management
Florida
$485K +$4.99K +116 +1%
BFS
402
BridgePort Financial Solutions
Iowa
$484K +$485K +11,284 New
PPW
403
Parcion Private Wealth
Washington
$484K -$61.7K -1,435 -11%
TAM
404
Tucker Asset Management
Colorado
$478K +$446K +10,380 +1,353%
AWA
405
Arkadios Wealth Advisors
Georgia
$476K +$477K +11,098 New
EWA
406
EverSource Wealth Advisors
Alabama
$472K -$60K -1,396 -11%
SWM
407
Spire Wealth Management
Virginia
$456K +$42.6K +990 +10%
PWP
408
Pursue Wealth Partners
California
$456K
OAM
409
OP Asset Management
$456K -$949K -22,081 -68%
AG
410
AIA Group
Hong Kong
$447K -$137K -3,190 -23%
WWM
411
Whalen Wealth Management
Nevada
$447K -$40.8K -950 -8%
WTB
412
Washington Trust Bank
Washington
$445K -$2.15K -50 -0.5%
UCFA
413
United Capital Financial Advisors
Texas
$441K +$192K +4,462 +77%
AF
414
Allworth Financial
California
$433K +$113K +2,633 +35%
PCP
415
Perbak Capital Partners
United Kingdom
$430K +$431K +10,027 New
AWP
416
Accretive Wealth Partners
New Jersey
$430K -$5.67K -132 -1%
First Eagle Investment Management
417
First Eagle Investment Management
New York
$429K -$111K -2,571 -20%
PWP
418
Prasad Wealth Partners
Ohio
$429K
AWM
419
Arista Wealth Management
Nevada
$429K +$430K +10,000 New
AWM
420
Angeles Wealth Management
California
$426K +$43 +1 +0%
WA
421
Waddell & Associates
Tennessee
$420K -$73.3K -1,704 -15%
EC
422
EntryPoint Capital
New York
$413K +$414K +9,634 New
VDC
423
Van Diest Capital
Iowa
$413K +$80.3K +1,868 +24%
GI
424
GAMMA Investing
California
$411K +$19K +443 +5%
SOW
425
State of Wyoming
Wyoming
$408K +$62.1K +1,444 +18%