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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
126
Laird Norton Wetherby Wealth Management
California
$712K -$42.9K -1,269 -5%
CL
127
Choreo LLC
Illinois
$700K +$722K +21,347 New
SFA
128
Sequoia Financial Advisors
Ohio
$659K -$36.6K -1,081 -5%
AWS
129
Atria Wealth Solutions
New York
$658K +$12.2K +360 +2%
BWP
130
BSW Wealth Partners
Colorado
$648K +$4.97K +147 +0.7%
Mitsubishi UFJ Asset Management
131
Mitsubishi UFJ Asset Management
Japan
$641K +$54K +1,595 +9%
VT
132
Vise Technologies
New York
$640K +$92.2K +2,725 +16%
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$631K +$23.6K +697 +4%
1WA
134
180 Wealth Advisors
Washington
$630K -$26.1K -770 -4%
JWM
135
Janiczek Wealth Management
Colorado
$622K -$28.9K -854 -4%
ERSOT
136
Employees Retirement System of Texas
Texas
$620K
EAM
137
Eagle Asset Management
Florida
$620K +$2.67K +79 +0.4%
Lido Advisors
138
Lido Advisors
California
$610K +$75.3K +2,226 +13%
SSA
139
Sierra Summit Advisors
Nevada
$609K +$89.7K +2,650 +16%
NHC
140
Nicholas Hoffman & Company
Georgia
$608K -$8.8K -260 -1%
LCGC
141
Legacy Capital Group California
California
$597K +$21K +620 +3%
QI
142
Qtron Investments
Massachusetts
$594K -$355K -10,497 -36%
NWWA
143
New Wave Wealth Advisors
Arkansas
$573K +$602K +17,785 New
VA
144
Vident Advisory
Georgia
$562K +$35.6K +1,051 +6%
Citigroup
145
Citigroup
New York
$552K -$2.03K -60 -0.3%
MYIA
146
Mount Yale Investment Advisors
Colorado
$549K -$406 -12 -0.1%
UCFA
147
United Capital Financial Advisors
Texas
$546K -$5.55K -164 -1%
PA
148
Parallel Advisors
California
$537K +$21.5K +634 +4%
AFG
149
Atomi Financial Group
New York
$531K +$17.2K +509 +3%
Acadian Asset Management
150
Acadian Asset Management
Massachusetts
$528K +$411K +12,157 +287%