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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
426
Graham Capital Management
Connecticut
$248K +$240K +469 New
FFA
427
First Foundation Advisors
California
$243K
TAM
428
Tealwood Asset Management
Minnesota
$240K
NFSG
429
Newbridge Financial Services Group
Florida
$239K -$20K -39 -8%
AF
430
Allworth Financial
California
$239K +$10.2K +20 +5%
CCM
431
Coldstream Capital Management
Washington
$239K +$231K +451 New
EN1L
432
Engine No 1 LLC
California
$239K +$231K +452 New
CI
433
Cigna Investments
Connecticut
$238K
GWM
434
Geneos Wealth Management
Colorado
$237K -$973K -1,900 -81%
PCM
435
Penserra Capital Management
California
$233K -$5.12K -10 -2%
IAA
436
Independent Advisor Alliance
North Carolina
$232K +$224K +438 New
PLFAM
437
Pineno Levin & Ford Asset Management
Virginia
$230K
TCWM
438
Total Clarity Wealth Management
Illinois
$230K +$10.2K +20 +5%
MC
439
Moors & Cabot
Massachusetts
$227K -$24.1K -47 -10%
CWP
440
Capital Wealth Planning
Florida
$226K +$218K +426 New
LWCFA
441
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K
MSFS
442
Main Street Financial Solutions
Pennsylvania
$221K +$214K +417 New
IAN
443
Integrated Advisors Network
Texas
$220K +$212K +415 New
LWM
444
Laidlaw Wealth Management
New York
$219K +$212K +414 New
CAPTRUST Financial Advisors
445
CAPTRUST Financial Advisors
North Carolina
$218K +$25.1K +49 +14%
KNW
446
Kesler Norman & Wride
Utah
$214K +$207K +404 New
ONGA
447
O'Neil Global Advisors
California
$213K +$206K +402 New
ASGS
448
Alpha Square Group S
New York
$212K +$205K +400 New
MIM
449
Montgomery Investment Management
Maryland
$212K +$205K +400 New
FB
450
Fulton Bank
Pennsylvania
$211K +$203K +397 New