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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
826
EP Wealth Advisors
California
$241K +$261K +11,492 New
PFPT
827
Pinnacle Financial Partners (Tennessee)
Tennessee
$239K +$4.48K +197 +2%
GT
828
Greenleaf Trust
Michigan
$238K -$81.9K -3,601 -24%
PCM
829
Polymer Capital Management
New York
$236K +$256K +11,271 New
HBWM
830
Hollow Brook Wealth Management
New York
$235K
GL
831
Graypoint LLC
New York
$233K +$12.6K +554 +5%
DS
832
DRW Securities
Illinois
$232K +$252K +11,095 New
IGAM
833
iA Global Asset Management
Quebec, Canada
$231K -$2.84K -125 -1%
TPWA
834
TRUE Private Wealth Advisors
Oregon
$230K +$114 +5 +0%
CCA
835
Carrera Capital Advisors
Michigan
$230K +$249K +10,966 New
SWM
836
Shepherd Wealth Management
Ohio
$229K +$246K +10,800 New
PWM
837
Pines Wealth Management
North Carolina
$229K -$17.7K -777 -7%
DDPIC
838
Deroy & Devereaux Private Investment Counsel
Michigan
$228K -$34.6K -1,520 -12%
SCM
839
Shelton Capital Management
Colorado
$224K -$6.94K -305 -3%
PAM
840
Panagora Asset Management
Massachusetts
$224K -$1.29M -56,911 -84%
RSWA
841
Robinson Smith Wealth Advisors
Maine
$222K +$2.12K +93 +0.9%
AIP
842
Almanack Investment Partners
Pennsylvania
$221K +$240K +10,543 New
AWM
843
Angeles Wealth Management
California
$219K +$7.94K +349 +3%
TPW
844
Transatlantique Private Wealth
New York
$219K -$5K -220 -2%
NSEDCP
845
NJ State Employees Deferred Compensation Plan
New Jersey
$219K
AG
846
AlTi Global
New York
$219K +$238K +10,450 New
NS
847
NBC Securities
Alabama
$218K -$6.12K -269 -3%
NWWA
848
New Wave Wealth Advisors
Arkansas
$218K -$6.35K -279 -3%
MGIA
849
Moneta Group Investment Advisors
Missouri
$218K +$21.8K +959 +10%
AWA
850
Aaron Wealth Advisors
Illinois
$217K -$432 -19 -0.2%