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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
351
Glenmede Investment Management
Pennsylvania
$366K +$59.4K +1,263 +27%
SP
352
SIH Partners
Delaware
$364K +$279K +5,925 New
HIP
353
HUB Investment Partners
Texas
$364K +$59.3K +1,262 +27%
HP
354
Holistic Planning
Texas
$363K +$15.3K +326 +6%
QPWM
355
Quadrant Private Wealth Management
Pennsylvania
$360K +$275K +5,852 New
IC
356
IEQ Capital
California
$360K -$76.3K -1,622 -22%
TWM
357
Tradition Wealth Management
Minnesota
$358K +$274K +5,817 New
Capstone Investment Advisors
358
Capstone Investment Advisors
New York
$357K +$273K +5,812 New
GAM
359
Gotham Asset Management
New York
$356K +$272K +5,784 New
CFO
360
Callan Family Office
Pennsylvania
$352K -$35.2K -749 -12%
LW
361
Lauer Wealth
Indiana
$351K +$12K +255 +6%
RWMG
362
Redwood Wealth Management Group
New Jersey
$344K +$26.1K +555 +11%
SC
363
Savant Capital
Illinois
$341K +$261K +5,547 New
AWM
364
Avior Wealth Management
Nebraska
$339K +$21.8K +464 +9%
FFA
365
Farther Finance Advisors
California
$338K +$15.9K +339 +7%
TL
366
Tradewinds LLC
North Carolina
$337K +$258K +5,484 New
CP
367
Camelot Portfolios
Ohio
$330K +$252K +5,365 New
RIL
368
Rothschild Investment LLC
Illinois
$330K +$124K +2,640 +97%
MC
369
Mirabaud & Cie
Switzerland
$329K
UCFA
370
United Capital Financial Advisors
Texas
$326K +$249K +5,302 New
LFG
371
Larson Financial Group
Missouri
$324K +$238K +5,056 +2,330%
DAS
372
Diversify Advisory Services
Utah
$323K +$260K +5,535 New
BRWA
373
B. Riley Wealth Advisors
Florida
$317K +$242K +5,155 New
PA
374
Profund Advisors
Maryland
$315K +$240K +5,114 New
American Century Companies
375
American Century Companies
Missouri
$314K -$145K -3,077 -38%