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Name Holding Trade Value Shares
Change
Change in
Stake
GAMMA Investing
151
GAMMA Investing
California
$397K +$56.2K +1,579 +18%
Dorsey & Whitney Trust
152
Dorsey & Whitney Trust
South Dakota
$394K +$14.6K +409 +4%
Parallel Advisors
153
Parallel Advisors
California
$393K +$2.31K +65 +0.6%
Atlas Capital Advisors
154
Atlas Capital Advisors
Wyoming
$386K +$32.9K +926 +10%
Smartleaf Asset Management
155
Smartleaf Asset Management
Massachusetts
$384K – – –
Aprio Wealth Management
156
Aprio Wealth Management
Georgia
$383K +$358K +10,071 New
WA
157
Wealth Alliance
New York
$371K +$70.2K +1,974 +25%
United Capital Financial Advisors
158
United Capital Financial Advisors
Texas
$371K +$24.5K +690 +8%
Coldstream Capital Management
159
Coldstream Capital Management
Washington
$359K +$59.4K +1,670 +22%
Portside Wealth Group
160
Portside Wealth Group
Utah
$357K +$80.3K +2,258 +32%
MFS
161
Mattson Financial Services
Michigan
$353K +$1.35K +38 +0.4%
PC
162
Promethos Capital
Massachusetts
$345K +$323K +9,070 New
Arax Advisory Partners
163
Arax Advisory Partners
Colorado
$337K +$290K +8,152 +1,142%
Strategic Global Advisors
164
Strategic Global Advisors
California
$333K -$856K -24,068 -73%
BNP Paribas Financial Markets
165
BNP Paribas Financial Markets
France
$333K -$1.4M -39,460 -82%
BWM
166
Baron Wealth Management
Michigan
$327K +$305K +8,584 New
P
167
Palladiem
Pennsylvania
$326K -$13.8K -389 -4%
Pure Financial Advisors
168
Pure Financial Advisors
California
$320K +$299K +8,411 New
Keebeck Wealth Management
169
Keebeck Wealth Management
Illinois
$320K +$299K +8,401 New
BFA
170
Brown Financial Advisors
Ohio
$314K -$2.63K -74 -0.9%
Abacus Wealth Partners
171
Abacus Wealth Partners
California
$301K -$1.6K -45 -0.6%
Frec Markets Inc
172
Frec Markets Inc
California
$296K +$20.3K +571 +8%
EP Wealth Advisors
173
EP Wealth Advisors
California
$295K +$35K +985 +15%
Sage Rhino Capital
174
Sage Rhino Capital
California
$294K -$2.49K -70 -0.9%
Glenmede Trust
175
Glenmede Trust
Pennsylvania
$294K -$428K -12,027 -61%