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Name Holding Trade Value Shares
Change
Change in
Stake
GT
376
Greenleaf Trust
Michigan
$551K +$35.6K +914 +9%
DO
377
denkapparat Operations
Germany
$546K +$50.7K +1,300 +13%
SI
378
Stephens Inc
Arkansas
$545K -$66.5K -1,707 -14%
EWA
379
EP Wealth Advisors
California
$544K +$89.5K +2,297 +27%
CCM
380
Coldstream Capital Management
Washington
$533K -$53.5K -1,372 -11%
IWC
381
Integrated Wealth Concepts
Massachusetts
$524K -$92.7K -2,378 -18%
William Blair Investment Management
382
William Blair Investment Management
Illinois
$522K -$86K -2,207 -17%
AF
383
Allworth Financial
California
$521K -$37.5K -963 -8%
WI
384
Wahed Invest
New York
$517K +$17.3K +444 +4%
WWM
385
Whalen Wealth Management
Nevada
$517K -$22.2K -570 -5%
AA
386
ALPS Advisors
Colorado
$515K +$4.87K +125 +1%
Lido Advisors
387
Lido Advisors
California
$515K +$85.3K +2,189 +27%
VCM
388
Voleon Capital Management
California
$513K +$400K +10,273 New
BFO
389
Boston Family Office
Massachusetts
$510K
CL
390
Choreo LLC
Illinois
$506K -$99.2K -2,545 -20%
GRP
391
Global Retirement Partners
California
$504K +$393K +10,098 New
PCM
392
PAR Capital Management
Massachusetts
$495K
S
393
SignatureFD
Georgia
$494K -$13.8K -355 -3%
PCMH
394
Polymer Capital Management (HK)
Hong Kong
$492K +$384K +9,865 New
DADC
395
D.A. Davidson & Co
Montana
$489K +$382K +9,797 New
PA
396
Probity Advisors
Texas
$484K +$57.7K +1,482 +18%
BPA
397
Beacon Pointe Advisors
California
$479K +$20.1K +516 +6%
SI
398
Sapience Investments
California
$479K -$49.6K -1,272 -12%
CTC
399
Cetera Trust Company
Minnesota
$479K
KPWS
400
Kestra Private Wealth Services
Texas
$474K -$68.9K -1,767 -16%