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Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
Wealthstream Advisors
New York
$265K -$14.4K -317 -5%
FZCM
327
Flynn Zito Capital Management
New York
$262K +$20.5K +452 +8%
SCM
328
Shelton Capital Management
Colorado
$256K -$951 -21 -0.4%
CIBC Asset Management
329
CIBC Asset Management
Ontario, Canada
$256K
GCM
330
Graham Capital Management
Connecticut
$255K -$1.23M -27,213 -82%
OFO
331
OneAscent Family Office
Alabama
$251K -$10.6K -235 -4%
WIA
332
World Investment Advisors
California
$245K -$150K -3,316 -37%
TCM
333
Teza Capital Management
Illinois
$244K -$57.9K -1,279 -19%
BCI
334
Brinker Capital Investments
Pennsylvania
$243K +$2.72K +60 +1%
IC
335
IEQ Capital
California
$238K -$274K -6,048 -53%
CAM
336
Claret Asset Management
Quebec, Canada
$235K -$43.3K -957 -15%
BAAM
337
Baker Avenue Asset Management
California
$231K -$31.3K -692 -12%
CIA
338
Concurrent Investment Advisors
Florida
$230K -$135K -2,992 -36%
FTWA
339
Fifth Third Wealth Advisors
Ohio
$229K +$770 +17 +0.3%
NICM
340
Neo Ivy Capital Management
New York
$229K +$236K +5,208 New
FFA
341
Farther Finance Advisors
California
$222K -$130K -2,865 -36%
FFM
342
Forum Financial Management
Illinois
$222K +$13.8K +305 +6%
LNWWM
343
Laird Norton Wetherby Wealth Management
California
$222K +$228K +5,042 New
SAM
344
SP Asset Management
California
$220K +$226K +5,001 New
C
345
Certuity
Florida
$219K -$30.5K -674 -12%
IWC
346
Integrated Wealth Concepts
Massachusetts
$218K +$225K +4,958 New
GT
347
Greenleaf Trust
Michigan
$217K -$1.31K -29 -0.6%
VA
348
Vident Advisory
Georgia
$216K +$222K +4,902 New
ECM
349
Everence Capital Management
Indiana
$215K
PA
350
Parallel Advisors
California
$211K +$21.8K +482 +11%