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Name Holding Trade Value Shares
Change
Change in
Stake
AS
526
AM Squared
Hong Kong
$370K +$355K +1,100 New
KMWM
527
Keudell/Morrison Wealth Management
Oregon
$367K -$12.9K -40 -4%
CCA
528
Checchi Capital Advisers
California
$364K -$49.4K -153 -12%
SFA
529
Sequoia Financial Advisors
Ohio
$361K +$346K +1,073 New
AWA
530
Arkadios Wealth Advisors
Georgia
$359K -$37.1K -115 -10%
MCM
531
Monument Capital Management
Virginia
$358K -$12.9K -40 -4%
DOA
532
D'Orazio & Associates
Virginia
$348K +$1.29K +4 +0.4%
KI
533
Kula Investments
Illinois
$347K +$333K +1,031 New
PWS
534
Precision Wealth Strategies
Missouri
$345K -$1.29K -4 -0.4%
AFC
535
AFT Forsyth & Company
Florida
$345K +$645 +2 +0.2%
OTPPB
536
Ontario Teachers' Pension Plan Board
Ontario, Canada
$342K +$328K +1,016 New
FW
537
FirstPurpose Wealth
Utah
$341K +$32.9K +102 +11%
Bessemer Group
538
Bessemer Group
New Jersey
$339K -$336K -1,042 -51%
RSWM
539
Robertson Stephens Wealth Management
California
$338K -$11.9K -37 -4%
NP
540
NorthRock Partners
Minnesota
$334K +$321K +994 New
ECM
541
Everence Capital Management
Indiana
$333K -$984K -3,050 -75%
ZB
542
Zions Bancorporation
Utah
$332K -$25.5K -79 -7%
WI
543
Wahed Invest
New York
$331K +$31.3K +97 +11%
BRWA
544
B. Riley Wealth Advisors
Florida
$327K +$314K +972 New
CI
545
Cigna Investments
Connecticut
$326K -$645 -2 -0.2%
HFM
546
Harvest Fund Management
China
$315K – – –
GL
547
Graypoint LLC
New York
$315K +$21K +65 +7%
RP
548
Riverwater Partners
Wisconsin
$314K – – –
LNWWM
549
Laird Norton Wetherby Wealth Management
California
$313K +$21.3K +66 +8%
FFM
550
Forum Financial Management
Illinois
$310K -$3.87K -12 -1%