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Name Holding Trade Value Shares
Change
Change in
Stake
LNWTC
451
Laird Norton Wetherby Trust Company
Washington
$799K +$10.6K +107 +2%
1WA
452
180 Wealth Advisors
Washington
$799K +$16.7K +168 +2%
DADC
453
D.A. Davidson & Co
Montana
$797K +$104K +1,051 +18%
SPIA
454
Steward Partners Investment Advisory
New York
$793K +$117K +1,180 +20%
I
455
InceptionR
California
$784K -$674K -6,801 -50%
UCFA
456
United Capital Financial Advisors
Texas
$779K +$88.2K +889 +15%
ECM
457
Everence Capital Management
Indiana
$775K – – –
TCM
458
Triumph Capital Management
Colorado
$771K -$307K -3,093 -31%
RSWM
459
Robertson Stephens Wealth Management
California
$756K -$1.09K -11 -0.2%
MYLI
460
Meiji Yasuda Life Insurance
Japan
$744K -$314K -3,170 -33%
MSE
461
MUFG Securities EMEA
United Kingdom
$742K -$30.4K -307 -4%
CI Investments Inc
462
CI Investments Inc
Ontario, Canada
$739K +$166K +1,673 +35%
Thrivent Financial for Lutherans
463
Thrivent Financial for Lutherans
Minnesota
$736K -$14.2K -143 -2%
EC
464
EntryPoint Capital
New York
$735K – – –
SC
465
Syon Capital
California
$727K +$91.6K +924 +17%
KCP
466
Kera Capital Partners
California
$720K -$40.1K -404 -6%
AWA
467
Alta Wealth Advisors
Massachusetts
$719K – – –
MWPCG
468
Measured Wealth Private Client Group
New Hampshire
$708K +$78.8K +795 +15%
Truist Financial
469
Truist Financial
North Carolina
$702K +$177K +1,789 +41%
GWM
470
GK Wealth Management
Nevada
$701K +$614K +6,188 New
DM
471
Delphi Management
Massachusetts
$699K – – –
GAM
472
Generali Asset Management
Italy
$696K -$1.09M -10,965 -64%
EP
473
Essential Partners
California
$694K -$2.24M -22,552 -79%
ACM
474
Aquatic Capital Management
Illinois
$693K +$606K +6,113 New
IA
475
IFP Advisors
Florida
$688K +$73.4K +740 +14%