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Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
526
Wealthfront Advisers
California
$805K +$256K +1,261 +47%
BMCM
527
Burns Matteson Capital Management
New York
$801K -$6.69K -33 -0.8%
LWM
528
Lyell Wealth Management
California
$789K -$2.23K -11 -0.3%
PF
529
Phoenix Financial
Israel
$786K -$255K -1,257 -25%
CA
530
Continuum Advisory
Idaho
$786K +$30.4K +150 +4%
HI
531
Humankind Investments
New York
$775K +$85K +419 +12%
LOIM
532
Liberty One Investment Management
Illinois
$770K -$37.5K -185 -5%
BFO
533
Biltmore Family Office
North Carolina
$760K +$752K +3,707 New
SLAM
534
Swiss Life Asset Management
$758K +$479K +2,361 +178%
TCM
535
Teza Capital Management
Illinois
$757K -$552K -2,721 -42%
DCM
536
Dimension Capital Management
Florida
$755K
BOM
537
Bank of Marin
California
$750K -$172K -846 -19%
CAM
538
Congress Asset Management
Massachusetts
$749K +$742K +3,658 New
API
539
Advisor Partners II
California
$744K +$178K +880 +32%
AWS
540
Atria Wealth Solutions
New York
$744K +$11K +54 +2%
GCC
541
Guardian Capital (Canada)
Ontario, Canada
$738K -$23.9K -118 -3%
IWA
542
IVC Wealth Advisors
Pennsylvania
$730K
TI
543
Tidal Investments
Wisconsin
$719K +$37.3K +184 +6%
C1AG
544
Client 1st Advisory Group
Florida
$719K
KF
545
Krilogy Financial
Missouri
$703K +$79.3K +391 +13%
FPA
546
First Pacific Advisors
California
$694K
GTAM
547
Global Trust Asset Management
Florida
$693K
RCM
548
Ratan Capital Management
Florida
$685K
V
549
Veritable
Delaware
$683K +$87.2K +430 +15%
BCM
550
Brookstone Capital Management
Illinois
$683K -$156K -769 -19%