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Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
801
FRG Family Wealth Advisors
Washington
$266K +$231K +7,065 New
Bank Julius Baer & Co
802
Bank Julius Baer & Co
Switzerland
$265K +$719 +22 +0.3%
ICP
803
Interchange Capital Partners
Pennsylvania
$264K +$229K +7,010 New
Lido Advisors
804
Lido Advisors
California
$264K +$230K +7,024 New
SCM
805
Silvant Capital Management
Georgia
$263K
HWM
806
HB Wealth Management
Georgia
$263K +$228K +6,977 New
Financial Engines Advisors
807
Financial Engines Advisors
California
$261K +$226K +6,917 New
RE
808
RBC Europe
United Kingdom
$260K -$1.06M -32,391 -82%
YWP
809
YorkBridge Wealth Partners
New York
$259K +$225K +6,875 New
TPWA
810
TRUE Private Wealth Advisors
Oregon
$258K +$224K +6,858 New
O
811
Ossiam
France
$257K -$218K -6,662 -49%
RWA
812
River Wealth Advisors
Pennsylvania
$257K +$223K +6,819 New
CWS
813
Cypress Wealth Services
California
$257K +$224K +6,835 New
FWM
814
Focused Wealth Management
New York
$256K
PFPT
815
Pinnacle Financial Partners (Tennessee)
Tennessee
$256K +$223K +6,807 New
FFN
816
Focus Financial Network
Minnesota
$256K +$221K +6,745 New
M
817
Mirova
France
$254K -$1.46M -44,550 -87%
SBH
818
Segall Bryant & Hamill
Illinois
$254K +$221K +6,753 New
AIL
819
AGF Investments LLC
Ontario, Canada
$252K -$39.4K -1,204 -15%
LI
820
Lafayette Investments
Maryland
$252K +$219K +6,692 New
WCA
821
Waypoint Capital Advisors
Minnesota
$251K +$218K +6,658 New
SP
822
Successful Portfolios
Florida
$251K +$218K +6,669 New
CWM
823
Campbell Wealth Management
Virginia
$251K +$218K +6,672 New
CIC
824
Carnegie Investment Counsel
Ohio
$248K +$216K +6,594 New
AA
825
AlphaCentric Advisors
Puerto Rico
$241K +$64.8K +1,982 +45%