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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
876
Spire Wealth Management
Virginia
$479K -$68.5K -235 -12%
WFI
877
West Family Investments
California
$479K +$483K +1,657 New
CGL
878
Clarius Group LLC
Washington
$478K +$237K +812 +97%
EN1L
879
Engine No 1 LLC
California
$478K +$482K +1,652 New
AP
880
Atwood & Palmer
Missouri
$477K – – –
FA
881
FMA Advisory
Pennsylvania
$477K +$1.17K +4 +0.2%
GIA
882
Gladstone Institutional Advisory
Florida
$475K +$479K +1,643 New
HPWM
883
Highland Private Wealth Management
Washington
$474K -$3.79K -13 -0.8%
RB
884
Renasant Bank
Mississippi
$474K +$16.6K +57 +4%
BDWM
885
Brewin Dolphin Wealth Management
Ireland
$472K – – –
MCCP
886
Mission Creek Capital Partners
California
$472K -$2.62K -9 -0.5%
SSA
887
South Street Advisors
New York
$471K – – –
ECM
888
Evergreen Capital Management
Washington
$469K +$38.8K +133 +9%
HKAM
889
Horizon Kinetics Asset Management
New York
$460K +$1.46K +5 +0.3%
DJSG
890
D.J. St. Germain
Massachusetts
$459K – – –
EWM
891
Endurance Wealth Management
Rhode Island
$455K – – –
NB
892
Northwest Bancshares
Pennsylvania
$451K -$29.2K -100 -6%
STC
893
Sarah T. Connolly
$448K – – –
AIIMS
894
Analyst IMS Investment Management Services
Israel
$447K +$29.7K +102 +7%
WP
895
WealthSource Partners
California
$446K +$450K +1,543 New
PS
896
Portfolio Solutions
Michigan
$444K – – –
SFSIG
897
San Francisco Sentry Investment Group
California
$441K +$49K +168 +12%
HWMG
898
Hurlow Wealth Management Group
Indiana
$439K -$6.12K -21 -1%
ATIA
899
American Trust Investment Advisors
New Hampshire
$436K – – –
EFS
900
Essex Financial Services
Connecticut
$436K – – –
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