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Name Holding Trade Value Shares
Change
Change in
Stake
SW
426
SVB Wealth
Massachusetts
$569K -$233K -970 -30%
LSA
427
Lansing Street Advisors
Pennsylvania
$564K +$19.5K +81 +4%
IFWM
428
Institute for Wealth Management
Colorado
$558K -$92.9K -386 -15%
CC
429
Chicago Capital
Illinois
$555K
MFAM
430
Motley Fool Asset Management
Virginia
$551K -$30.3K -126 -5%
HP
431
Haven Private
Florida
$551K +$147K +610 +39%
BP
432
Ballentine Partners
Massachusetts
$546K +$521K +2,163 New
HWM
433
HB Wealth Management
Georgia
$542K +$235K +978 +84%
BCM
434
Buckhead Capital Management
Georgia
$537K
JTWM
435
Jackson Thornton Wealth Management
Alabama
$537K +$191K +793 +57%
CFO
436
Callan Family Office
Pennsylvania
$537K +$205K +850 +67%
CCFM
437
Clear Creek Financial Management
Washington
$535K +$40.7K +169 +9%
COI
438
Connable Office Inc
Michigan
$530K
CICI
439
Capital Investment Counsel Inc
North Carolina
$527K
WWC
440
Waypoint Wealth Counsel
Georgia
$518K +$280K +1,162 +130%
BBA
441
Baader Bank Aktiengesellschaft
Germany
$518K +$495K +2,058 New
OAM
442
Ostrum Asset Management
France
$517K -$164K -680 -25%
BBVA
443
Banco Bilbao Vizcaya Argentaria
Spain
$517K +$1.44K +6 +0.3%
AIM
444
Aigen Investment Management
New York
$516K -$1.02M -4,239 -67%
BF
445
BOK Financial
Oklahoma
$515K -$453K -1,883 -48%
PCM
446
Prelude Capital Management
New York
$512K +$489K +2,030 New
PG
447
Patten Group
Tennessee
$509K +$486K +2,018 New
GCP
448
GSA Capital Partners
United Kingdom
$507K +$484K +2,011 New
FRA
449
Frank Rimerman Advisors
California
$499K +$227K +945 +91%
KRSITF
450
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$497K