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Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
851
ICICI Prudential Asset Management
India
$2.29M -$2.56K -4 -0.1%
AI
852
Advent International
Massachusetts
$2.29M
VWM
853
Venturi Wealth Management
Texas
$2.28M -$115K -180 -5%
WWM
854
WT Wealth Management
Arizona
$2.28M +$59.4K +93 +3%
CCM
855
Conway Capital Management
California
$2.27M -$38.3K -60 -2%
QI
856
Qtron Investments
Massachusetts
$2.26M
GIA
857
Gateway Investment Advisers
Ohio
$2.25M -$697K -1,091 -23%
WCWM
858
Willow Creek Wealth Management
California
$2.25M
JWCA
859
J.W. Cole Advisors
Florida
$2.25M +$224K +351 +11%
SF
860
Summit Financial
New Jersey
$2.25M +$639 +1 +0%
FRA
861
Frank Rimerman Advisors
California
$2.25M -$1.1M -1,722 -33%
GIM
862
Generali Investments Management
Slovenia
$2.24M +$2.28M +3,571 New
OF
863
Outfitter Financial
Maine
$2.24M -$31.9K -50 -1%
BJL
864
Brighton Jones LLC
Washington
$2.23M +$863K +1,350 +61%
SAM
865
Smartleaf Asset Management
Massachusetts
$2.23M +$337K +527 +18%
BFG
866
Berger Financial Group
Minnesota
$2.22M -$46K -72 -2%
SIA
867
Schechter Investment Advisors
Michigan
$2.21M -$73.5K -115 -3%
LCM
868
Landscape Capital Management
New Jersey
$2.21M -$1.94M -3,035 -46%
CA
869
Clearstead Advisors
Ohio
$2.21M +$39.6K +62 +2%
BAM
870
Blueshift Asset Management
New Jersey
$2.21M -$695K -1,088 -24%
CFO
871
Callan Family Office
Pennsylvania
$2.21M +$2.24M +3,511 New
KM
872
KP Management
Minnesota
$2.2M -$799K -1,250 -26%
PIMJS
873
PKO Investment Management Joint-Stock
Poland
$2.2M
CA
874
Cache Advisors
California
$2.2M +$2.23M +3,493 New
CYG
875
Clean Yield Group
Vermont
$2.18M