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Guidewire Software

Name Holding Trade Value Shares
Change
Change in
Stake
GAMMA Investing
401
GAMMA Investing
California
$428K -$221 -1 -0%
Laird Norton Wetherby Trust Company
402
Laird Norton Wetherby Trust Company
Washington
$427K +$470K +2,126 New
Sanctuary Advisors
403
Sanctuary Advisors
Indiana
$426K -$145K -654 -24%
CAM
404
Chesapeake Asset Management
New York
$419K – – –
AE Wealth Management
405
AE Wealth Management
Kansas
$407K +$4.2K +19 +0.9%
BWG
406
Beta Wealth Group
California
$402K – – –
AWA
407
Aaron Wealth Advisors
Illinois
$396K +$436K +1,972 New
MYAM
408
Meiji Yasuda Asset Management
Japan
$393K – – –
PP
409
PDT Partners
New York
$392K -$108K -487 -20%
Curi RMB Capital
410
Curi RMB Capital
Illinois
$387K +$426K +1,927 New
MSFS
411
Main Street Financial Solutions
Pennsylvania
$387K -$112K -506 -21%
Advisory Services Network
412
Advisory Services Network
Georgia
$384K +$6.42K +29 +2%
Wedmont Private Capital
413
Wedmont Private Capital
Pennsylvania
$382K +$21K +95 +5%
Profund Advisors
414
Profund Advisors
Maryland
$382K -$15.3K -69 -4%
SRL
415
Scientech Research LLC
New Jersey
$380K +$205K +928 +97%
Fifth Third Wealth Advisors
416
Fifth Third Wealth Advisors
Ohio
$378K +$1.77K +8 +0.4%
ECM
417
Everence Capital Management
Indiana
$372K – – –
AWM
418
Arista Wealth Management
Nevada
$371K +$408K +1,845 New
EPW
419
Evolve Private Wealth
California
$369K +$406K +1,837 New
Nisa Investment Advisors
420
Nisa Investment Advisors
Missouri
$364K – – –
ITG
421
Index Technologies Group
New York
$357K +$392K +1,774 New
Waverly Advisors
422
Waverly Advisors
Alabama
$354K +$154K +694 +65%
Jefferies Financial Group
423
Jefferies Financial Group
New York
$350K +$161K +726 +72%
Kestra Advisory Services
424
Kestra Advisory Services
Texas
$348K +$3.54K +16 +0.9%
Bank of Nova Scotia
425
Bank of Nova Scotia
Ontario, Canada
$344K -$41.8K -189 -10%