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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
576
Coldstream Capital Management
Washington
$400K -$67.4K -130 -14%
BFA
577
BMS Financial Advisors
South Dakota
$400K +$25.4K +49 +7%
CG
578
Caprock Group
Idaho
$399K +$8.82K +17 +2%
CRCM
579
Corbett Road Capital Management
Virginia
$398K +$410K +791 New
WEG
580
World Equity Group
Illinois
$397K +$410K +790 New
MAM
581
Magellan Asset Management
Australia
$397K +$72.1K +139 +21%
S
582
SignatureFD
Georgia
$396K +$22.8K +44 +6%
BAMF
583
BI Asset Management Fondsmaeglerselskab
Denmark
$395K +$408K +786 New
JF
584
JSF Financial
California
$394K -$316K -610 -44%
ERWM
585
Elk River Wealth Management
Colorado
$392K
RA
586
RFG Advisory
Alabama
$390K -$9.85K -19 -2%
PFS
587
Prospera Financial Services
Texas
$390K +$150K +290 +60%
PFO
588
Pathstone Family Office
New Jersey
$389K -$31.6K -61 -7%
BMCM
589
Bryn Mawr Capital Management
Pennsylvania
$388K +$400K +772 New
OIA
590
OneDigital Investment Advisors
Kansas
$387K +$39.9K +77 +11%
SP
591
Symmetry Partners
Connecticut
$374K
BTWM
592
Baker Tilly Wealth Management
Wisconsin
$370K -$1.24M -2,393 -77%
SWA
593
SFMG Wealth Advisors
Texas
$370K -$1.04K -2 -0.3%
FA
594
Faithward Advisors
Pennsylvania
$367K -$70K -135 -16%
WSFS
595
Wilmington Savings Fund Society
Delaware
$366K -$91.8K -177 -20%
Lido Advisors
596
Lido Advisors
California
$366K +$15K +29 +4%
VF
597
Virtu Financial
New York
$362K +$182K +350 +95%
HSA
598
HBK Sorce Advisory
Pennsylvania
$359K +$7.78K +15 +2%
GSWM
599
Golden State Wealth Management
California
$357K -$9.85K -19 -3%
PAM
600
Paradigm Asset Management
New York
$352K