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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
326
Phillips Wealth Planners
Mississippi
$381K -$74.7K -545 -17%
HWM
327
HB Wealth Management
Georgia
$376K +$27.7K +202 +8%
BP
328
Ballentine Partners
Massachusetts
$373K +$91.6K +668 +34%
FCBT
329
First Citizens Bank & Trust
North Carolina
$370K
GCM
330
Greenland Capital Management
New York
$359K
BCM
331
Becker Capital Management
Oregon
$358K +$343K +2,504 New
OIA
332
OneDigital Investment Advisors
Kansas
$357K -$41.1K -300 -11%
AF
333
Atala Financial
California
$357K +$6.58K +48 +2%
NC
334
nVerses Capital
Florida
$356K +$341K +2,488 New
MSRPS
335
Maryland State Retirement & Pension System
Maryland
$355K
BWM
336
Briggs Wealth Management
Connecticut
$353K
MMPW
337
Mitchell McLeod Pugh & Williams
Alabama
$349K
MCWS
338
McKinley Carter Wealth Services
West Virginia
$343K
RSWM
339
Robertson Stephens Wealth Management
California
$334K +$51K +372 +19%
NL
340
NVWM LLC
Pennsylvania
$331K
GSCM
341
Greenfield Seitz Capital Management
Texas
$326K
AF
342
Allworth Financial
California
$325K +$137 +1 +0%
CAM
343
Cresset Asset Management
Illinois
$324K -$41.3K -301 -12%
FMTC
344
Farmers & Merchants Trust Company
California
$320K
MAS
345
Meeder Advisory Services
Ohio
$319K -$12.5K -91 -4%
NLWP
346
Next Level Wealth Planning
Idaho
$318K
MC
347
Machina Capital
France
$317K +$304K +2,219 New
Vanguard Capital Wealth Advisors
348
Vanguard Capital Wealth Advisors
Colorado
$311K +$1.78K +13 +0.6%
CFO
349
Callan Family Office
Pennsylvania
$305K -$25.5K -186 -8%
CMF
350
Counterpoint Mutual Funds
California
$304K +$291K +2,125 New