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Guidewire Software

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
501
Washington Trust Advisors
Massachusetts
$287K -$159K -700 -36%
SAI
502
Savvy Advisors Inc
New York
$282K +$279K +1,227 New
CWM
503
Calamos Wealth Management
Illinois
$282K +$279K +1,226 New
EH
504
Equitable Holdings
New York
$281K +$48.4K +213 +21%
AC
505
AlphaCore Capital
California
$278K +$275K +1,209 New
VWM
506
Venturi Wealth Management
Texas
$276K -$25.5K -112 -9%
ATPW
507
Ashton Thomas Private Wealth
Arizona
$273K +$8.87K +39 +3%
PAG
508
Poinciana Advisors Group
Florida
$272K -$14.6K -64 -5%
OMC
509
Old Mission Capital
Illinois
$271K +$268K +1,178 New
AWAU
510
Alliance Wealth Advisors (Utah)
Utah
$269K -$46.6K -205 -15%
CIM
511
Cambria Investment Management
California
$265K +$263K +1,155 New
HI
512
Harper Investing
California
$264K -$1.14K -5 -0.4%
CFG
513
Cooper Financial Group
California
$263K -$12.7K -56 -5%
SI
514
Seeds Investor
New York
$263K -$40.9K -180 -14%
PWM
515
Perigon Wealth Management
California
$262K +$259K +1,139 New
EP
516
Essential Partners
California
$262K +$58.2K +256 +29%
AF
517
Allworth Financial
California
$261K +$92.8K +408 +56%
MWM
518
Moran Wealth Management
Florida
$260K +$257K +1,131 New
EW
519
Element Wealth
Mississippi
$258K
LA
520
Lifeworks Advisors
Michigan
$258K +$255K +1,121 New
OBAM
521
ODDO BHF Asset Management
France
$254K
IA
522
IFP Advisors
Florida
$254K +$11.1K +49 +5%
RS
523
R Squared
Hong Kong
$251K +$248K +1,091 New
Jacobs Levy Equity Management
524
Jacobs Levy Equity Management
New Jersey
$250K -$3.09M -13,587 -93%
AC
525
Avory & Company
Florida
$248K