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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
401
Brown Advisory
Maryland
$290K -$19.9K -269 -7%
S
402
SignatureFD
Georgia
$287K -$1.11K -15 -0.4%
PDL
403
Portfolio Design Labs
California
$287K -$215K -2,903 -44%
WANY
404
Wealthspire Advisors (New York)
New York
$285K -$35.9K -485 -12%
WA
405
Wealth Architects
California
$282K +$148 +2 +0.1%
HPC
406
HM Payson & Co
Maine
$282K
DEA
407
DoubleLine ETF Adviser
Florida
$274K +$30.2K +408 +13%
SW
408
SVB Wealth
Massachusetts
$273K -$28.8K -390 -10%
BP
409
Ballentine Partners
Massachusetts
$273K +$5.69K +77 +2%
FZCM
410
Flynn Zito Capital Management
New York
$268K +$20.6K +279 +9%
MS
411
Maven Securities
Jersey
$266K +$251K +3,400 New
JWCA
412
J.W. Cole Advisors
Florida
$266K
BFA
413
Brown Financial Advisory
Alabama
$264K
NI
414
NDVR Inc
Massachusetts
$264K +$24.3K +328 +11%
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$260K +$37.5K +507 +18%
GI
416
GAMMA Investing
California
$258K +$40.6K +549 +20%
CB
417
Commerce Bank
Missouri
$258K +$1.63K +22 +0.7%
MIA
418
MainStreet Investment Advisors
Illinois
$256K -$12.2K -165 -5%
MYAM
419
Meiji Yasuda Asset Management
Japan
$256K -$596K -8,058 -71%
CC
420
Callan Capital
California
$256K +$242K +3,268 New
P
421
Pitcairn
Pennsylvania
$251K +$9.24K +125 +4%
BMCM
422
Bryn Mawr Capital Management
Pennsylvania
$247K
HIC
423
Holderness Investments Company
North Carolina
$244K
VA
424
Vident Advisory
Georgia
$244K +$13.2K +178 +6%
BAM
425
Brave Asset Management
New Jersey
$243K