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Guidewire Software

Name Holding Trade Value Shares
Change
Change in
Stake
WA
376
Wealth Alliance
New York
$351K -$10.5K -56 -3%
BWG
377
Beta Wealth Group
California
$337K
CPIG
378
Chicago Partners Investment Group
Illinois
$336K +$366K +1,957 New
PTC
379
Petrus Trust Company
Texas
$334K +$370K +1,979 New
CCM
380
Coldstream Capital Management
Washington
$329K +$25.6K +137 +8%
Chevy Chase Trust
381
Chevy Chase Trust
Maryland
$316K
BAM
382
Blueshift Asset Management
New Jersey
$305K +$43.9K +235 +15%
IFWM
383
Institute for Wealth Management
Colorado
$302K -$5.42K -29 -2%
BWM
384
Baron Wealth Management
Michigan
$301K
DADC
385
D.A. Davidson & Co
Montana
$300K +$106K +568 +47%
Nisa Investment Advisors
386
Nisa Investment Advisors
Missouri
$295K
AI
387
Atom Investors
Texas
$287K -$78.3K -419 -20%
PWPS
388
Pinnacle Wealth Planning Services
Ohio
$287K +$5.6K +30 +2%
TSS
389
Two Sigma Securities
New York
$286K +$316K +1,694 New
NPT
390
National Philanthropic Trust
Pennsylvania
$278K -$139K -746 -31%
WPC
391
Wedmont Private Capital
Pennsylvania
$272K -$106K -566 -26%
AFGAS
392
Allegiance Financial Group Advisory Services
Virginia
$268K +$296K +1,587 New
AB
393
ANB Bank
Colorado
$259K +$287K +1,536 New
ASN
394
Advisory Services Network
Georgia
$259K +$287K +1,535 New
AWM
395
Ariadne Wealth Management
California
$258K -$20.4K -109 -8%
MA
396
Mutual Advisors
Nebraska
$257K -$4.48K -24 -2%
GT
397
Glenmede Trust
Pennsylvania
$257K +$285K +1,525 New
SFA
398
Sequoia Financial Advisors
Ohio
$257K -$1.12K -6 -0.4%
UFF
399
USA Financial Formulas
Michigan
$257K +$284K +1,522 New
GF
400
Gries Financial
Ohio
$255K +$47.1K +252 +20%