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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
751
Robertson Stephens Wealth Management
California
$326K +$9.54K +17 +3%
CAL
752
Capital Advisors Ltd
Ohio
$323K – – –
PAG
753
Private Advisor Group
New Jersey
$319K -$105K -187 -25%
AAB
754
ABN AMRO Bank
Netherlands
$314K +$308K +550 New
JG
755
Jain Global
New York
$314K +$307K +548 New
CIM
756
Cambria Investment Management
California
$314K +$56.1K +100 +22%
KF
757
Krilogy Financial
Missouri
$314K -$284K -506 -49%
William Blair & Company
758
William Blair & Company
Illinois
$310K -$49.9K -89 -14%
CI
759
CX Institutional
Indiana
$308K +$17.4K +31 +6%
7WCP
760
71 West Capital Partners
Massachusetts
$306K +$300K +534 New
CSPIA
761
Cary Street Partners Investment Advisory
Virginia
$304K +$11.8K +21 +4%
CIC
762
Chilton Investment Company
Connecticut
$304K -$43.2K -77 -13%
CNBOF
763
City National Bank of Florida
Florida
$295K +$12.9K +23 +5%
PP
764
PDS Planning
Ohio
$294K -$31.4K -56 -10%
OC
765
Oppenheimer & Co
New York
$294K +$83K +148 +41%
BOSSRA
766
B.O.S.S. Retirement Advisors
Utah
$292K -$455K -812 -61%
BEC
767
Blue Edge Capital
Virginia
$291K +$60.6K +108 +27%
CWP
768
Curated Wealth Partners
California
$290K +$284K +506 New
WEG
769
World Equity Group
Illinois
$287K -$70.1K -125 -20%
WCM
770
Washington Capital Management
Washington
$287K – – –
IEFM
771
IQ EQ Fund Management
Ireland
$286K – – –
SSA
772
Shepherd Street Advisors
California
$285K +$279K +497 New
GRP
773
Global Retirement Partners
California
$284K +$197K +352 +248%
FFA
774
Founders Financial Alliance
North Carolina
$283K +$3.93K +7 +1%
NAAA
775
New Age Alpha Advisors
New York
$283K +$165K +295 +148%