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Name Holding Trade Value Shares
Change
Change in
Stake
EI
501
Ellevest Inc
New York
$481K -$18.5K -56 -4%
AO
502
Advisor OS
Illinois
$478K +$485K +1,468 New
OC
503
Oppenheimer & Co
New York
$475K +$53.2K +161 +12%
PFO
504
Pathstone Family Office
New Jersey
$474K -$405K -1,224 -48%
FCBT
505
First Citizens Bank & Trust
North Carolina
$468K +$28.1K +85 +6%
Bessemer Group
506
Bessemer Group
New Jersey
$459K +$133K +402 +40%
OPCM
507
Osborne Partners Capital Management
California
$458K – – –
AWA
508
Arkadios Wealth Advisors
Georgia
$449K +$103K +311 +29%
CI Investments Inc
509
CI Investments Inc
Ontario, Canada
$440K -$8.26K -25 -2%
WA
510
Wealth Alliance
New York
$438K -$18.8K -57 -4%
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$424K +$123K +371 +40%
Vontobel Holding
512
Vontobel Holding
Switzerland
$420K – – –
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$419K -$169K -511 -28%
WAG
514
Wallace Advisory Group
California
$412K -$3.64K -11 -0.9%
TA
515
Tectonic Advisors
Texas
$393K -$661 -2 -0.2%
TCM
516
Teza Capital Management
Illinois
$390K -$1.31M -3,970 -77%
OCBCO
517
Oversea-Chinese Banking Corp (OCBC)
Singapore
$390K -$1.13M -3,421 -74%
GC
518
GFG Capital
Florida
$381K -$33.4K -101 -9%
CP
519
Castleview Partners
Texas
$376K -$10.9K -33 -3%
SBH
520
Segall Bryant & Hamill
Illinois
$375K – – –
OWA
521
One Wealth Advisors
California
$374K -$123K -372 -24%
WPC
522
Wedmont Private Capital
Pennsylvania
$373K -$1.32K -4 -0.3%
Impax Asset Management Group
523
Impax Asset Management Group
United Kingdom
$371K +$377K +1,140 New
JIC
524
Johnson Investment Counsel
Ohio
$370K -$51.2K -155 -12%
RSWM
525
Robertson Stephens Wealth Management
California
$368K +$40.7K +123 +12%