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Keysight

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
776
Tumwater Wealth Management
Idaho
$488K – – –
MGIA
777
Moneta Group Investment Advisors
Missouri
$487K +$151K +444 +47%
ACA
778
Atlas Capital Advisors
Wyoming
$486K +$377K +1,105 +392%
VFA
779
Valeo Financial Advisors
Indiana
$484K +$69.2K +203 +17%
AL
780
Aspiriant LLC
California
$480K -$20.5K -60 -4%
FMN
781
Financial Management Network
California
$478K +$102K +300 +25%
CFG
782
Cooper Financial Group
California
$477K -$42.6K -125 -8%
FCH
783
Freestone Capital Holdings
Washington
$476K +$83.2K +244 +22%
MWM
784
Moran Wealth Management
Florida
$475K +$37.5K +110 +9%
WHG
785
Westwood Holdings Group
Texas
$471K +$459K +1,346 New
FFM
786
Fullerton Fund Management
Singapore
$470K +$458K +1,342 New
PSCM
787
Per Stirling Capital Management
Texas
$468K -$15.3K -45 -3%
MFIM
788
Mesirow Financial Investment Management
Illinois
$467K +$455K +1,334 New
DWM
789
Diversify Wealth Management
Utah
$464K -$74K -217 -13%
DAS
790
Diversify Advisory Services
Utah
$464K +$504K +1,479 New
EI
791
Ellevest Inc
New York
$462K -$49.5K -145 -10%
SC
792
Schiavi & Co
Delaware
$462K – – –
AO
793
Advisor OS
Illinois
$460K +$11.6K +34 +3%
PPWP
794
Premier Path Wealth Partners
New Jersey
$457K +$13K +38 +3%
CHIA
795
Copper Harbor Investment Advisors
Wisconsin
$457K +$445K +1,305 New
DW30
796
Drucker Wealth 3.0
New Jersey
$454K +$12.3K +36 +3%
PCM
797
Prelude Capital Management
New York
$454K +$442K +1,296 New
ONB
798
Old National Bancorp
Indiana
$447K -$89.7K -263 -17%
AFC
799
AFT Forsyth & Company
Florida
$446K – – –
EPW
800
Evolve Private Wealth
California
$446K -$309K -905 -42%