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Liberty Media Series C

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
251
Pathstone Family Office
New Jersey
$31K +$28.5K +911 New
IWP
252
Icon Wealth Partners
Texas
$28K +$26.3K +839 New
DWA
253
Dougherty Wealth Advisers
Minnesota
$26K
PGAM
254
Princeton Global Asset Management
New Jersey
$26K
WT
255
Whittier Trust
California
$26K
MC
256
Machina Capital
France
$26K +$23.8K +759 New
CAW
257
Cornerstone Advisors (Washington)
Washington
$25K
QT
258
Quantamental Technologies
New York
$24K +$22.1K +706 New
WAM
259
Wealthspire Advisors (Maryland)
Maryland
$20K -$2.29K -73 -11%
FPFS
260
First Personal Financial Services
North Carolina
$20K
LWCFA
261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
FHA
262
First Horizon Advisors
Tennessee
$17K
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$17K +$15.8K +505 New
MRCM
264
M&R Capital Management
New Jersey
$16K -$313 -10 -2%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$15K +$3.73K +119 +58%
RFC
266
Regions Financial Corp
Alabama
$13K
SBL
267
Sargent Bickham Lagudis
Colorado
$12K
CBOA
268
Commonwealth Bank of Australia
Australia
$11K +$1.97K +63 +24%
CAM
269
Cresset Asset Management
Illinois
$10K +$564 +18 +6%
VCM
270
Versant Capital Management
Arizona
$10K +$1.6K +51 +19%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$10K +$9.55K +305 New
MIM
272
MetLife Investment Management
New Jersey
$9.46K +$31 +1 +0.4%
AC
273
Avestar Capital
New York
$9K -$345 -11 -3%
WEC
274
Winslow Evans & Crocker
Massachusetts
$8K
CFB
275
Cullen/Frost Bankers
Texas
$8K +$7.02K +224 New