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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Simplify Asset Management
Nevada
$327K +$38.3K +782 +14%
GT
352
Greenleaf Trust
Michigan
$319K +$5.19K +106 +2%
BP
353
Ballentine Partners
Massachusetts
$318K +$12.7K +260 +4%
IIM
354
Ironwood Investment Management
Massachusetts
$313K – – –
MCM
355
MAI Capital Management
Ohio
$310K +$196K +3,998 +209%
LCGC
356
Legacy Capital Group California
California
$305K +$285K +5,819 New
KeyBank National Association
357
KeyBank National Association
Ohio
$304K +$284K +5,810 New
MWM
358
Mission Wealth Management
California
$298K +$278K +5,685 New
CCM
359
Crew Capital Management
Ohio
$295K – – –
FWCM
360
Ferguson Wellman Capital Management
Oregon
$294K +$275K +5,609 New
NAM
361
NorthCrest Asset Manangement
Minnesota
$292K +$1.81K +37 +0.6%
OCA
362
OpenArc Corporate Advisory
Georgia
$291K -$196 -4 -0.1%
PA
363
Profund Advisors
Maryland
$291K -$12.7K -260 -4%
MMA
364
Miracle Mile Advisors
California
$291K -$5.39K -110 -2%
WMP
365
Wealth Management Partners
Arizona
$290K – – –
SCM
366
Shelton Capital Management
Colorado
$290K +$6.86K +140 +3%
SC
367
SouthState Corp
Florida
$288K – – –
YDMI
368
Y.D. More Investments
Israel
$282K +$3.62K +74 +1%
BFA
369
Brown Financial Advisors
Ohio
$282K +$7.1K +145 +3%
CCM
370
Coldstream Capital Management
Washington
$280K -$3.82K -78 -1%
MGIA
371
Moneta Group Investment Advisors
Missouri
$280K – – –
JWM
372
JGP Wealth Management
Oregon
$277K -$1.96K -40 -0.8%
FCM
373
Fieldview Capital Management
Michigan
$277K +$259K +5,280 New
AP
374
Americana Partners
Texas
$274K -$2.69K -55 -1%
HWM
375
HB Wealth Management
Georgia
$272K +$17K +348 +7%