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Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
301
Arrowstreet Capital
Massachusetts
$443K +$406K +6,237 New
FNBT
302
FineMark National Bank & Trust
Florida
$440K
CIA
303
Choate Investment Advisors
Massachusetts
$435K
APM
304
a16z Perennial Management
California
$430K +$394K +6,052 New
ASN
305
Advisory Services Network
Georgia
$427K +$6.83K +105 +2%
KAS
306
Kestra Advisory Services
Texas
$418K +$54.2K +833 +16%
BIM
307
Baldwin Investment Management
Pennsylvania
$405K
PCA
308
Purkiss Capital Advisors
Connecticut
$405K +$57.2K +879 +18%
ACC
309
Acorn Creek Capital
Colorado
$405K +$2.41K +37 +0.7%
OIA
310
OneDigital Investment Advisors
Kansas
$400K +$367K +5,640 New
CAM
311
Cresset Asset Management
Illinois
$397K +$17.4K +267 +5%
GS
312
GWN Securities
Florida
$397K +$362K +5,560 New
SPW
313
Sonoma Private Wealth
California
$393K -$20.1K -309 -5%
SFC
314
SYM Financial Corp
Indiana
$392K
WPC
315
Waters Parkerson & Co
Louisiana
$390K
CW
316
CreativeOne Wealth
Kansas
$382K -$114K -1,757 -25%
GWM
317
Gitterman Wealth Management
New Jersey
$380K +$30.4K +468 +10%
CIA
318
Concurrent Investment Advisors
Florida
$369K +$27.6K +424 +9%
CIM
319
Contravisory Investment Management
Massachusetts
$368K +$13.8K +212 +4%
SMA
320
Seven Mile Advisory
New Jersey
$366K
PS
321
Principal Securities
Iowa
$363K +$78.3K +1,204 +31%
BEI
322
Benjamin Edwards Inc
Missouri
$360K -$44.5K -684 -12%
WRPWM
323
Werba Rubin Papier Wealth Management
California
$359K +$5.27K +81 +2%
1WA
324
180 Wealth Advisors
Washington
$359K -$14.4K -221 -4%
SCTC
325
Sanibel Captiva Trust Company
Florida
$357K