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Fidelity National Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Soundmark Wealth Management
Washington
$412K
PCM
402
Penserra Capital Management
California
$409K +$74.6K +1,714 +27%
EFMC
403
Empire Financial Management Company
New York
$408K +$109K +2,500 +45%
AWM
404
Angeles Wealth Management
California
$408K +$348K +8,000 New
KAS
405
KPP Advisory Services
Kentucky
$405K -$13.4K -308 -4%
BAM
406
Belpointe Asset Management
Nevada
$401K +$99.4K +2,284 +41%
APG Asset Management
407
APG Asset Management
Netherlands
$395K -$26.9K -618 -7%
CA
408
Cetera Advisors
Colorado
$395K +$82.4K +1,893 +32%
GSEP
409
Golden State Equity Partners
California
$394K +$74.4K +1,710 +28%
MLA
410
My Legacy Advisors
Oregon
$392K +$95.8K +2,202 +39%
FHB
411
First Hawaiian Bank
Hawaii
$379K
FIA
412
Foundations Investment Advisors
Arizona
$375K -$28.7K -660 -8%
MYAM
413
Meiji Yasuda Asset Management
Japan
$375K
CWA
414
Centennial Wealth Advisory
Michigan
$373K -$4.18K -96 -1%
EFS
415
Essex Financial Services
Connecticut
$368K +$15.2K +350 +5%
CWM
416
CIBC World Markets
New York
$367K +$314K +7,203 New
PA
417
Profund Advisors
Maryland
$366K +$8.01K +184 +3%
ECM
418
Estabrook Capital Management
New York
$363K
RSWM
419
Robertson Stephens Wealth Management
California
$360K
HWM
420
HFG Wealth Management
Texas
$357K +$305K +7,002 New
QT
421
Quantbot Technologies
New York
$357K -$172K -3,944 -36%
PWP
422
Phillips Wealth Planners
Mississippi
$349K -$14K -322 -4%
HCM
423
Horrell Capital Management
Arkansas
$346K
CB
424
Commerce Bank
Missouri
$345K +$16.2K +372 +6%
IWC
425
Integrated Wealth Concepts
Massachusetts
$344K -$57.3K -1,317 -16%