Name Holding Trade Value Shares
Change
Change in
Stake
LNWTC
501
Laird Norton Wetherby Trust Company
Washington
$511K -$11.1K -41 -3%
GIA
502
Gateway Investment Advisers
Ohio
$509K +$428K +1,582 New
5NPW
503
55 North Private Wealth
Florida
$508K – – –
SW
504
SMART Wealth
Nebraska
$497K +$418K +1,544 New
WWM
505
Whalen Wealth Management
Nevada
$494K -$24.1K -89 -5%
PA
506
Profund Advisors
Maryland
$494K +$44.1K +163 +12%
GT
507
Glenmede Trust
Pennsylvania
$477K +$401K +1,482 New
Lido Advisors
508
Lido Advisors
California
$475K -$484K -1,787 -55%
MC
509
Machina Capital
France
$475K -$59.8K -221 -13%
LFAS
510
Level Four Advisory Services
Texas
$468K +$2.98K +11 +0.8%
MWM
511
Mindset Wealth Management
Indiana
$467K -$24.6K -91 -6%
TCA
512
Transcend Capital Advisors
New Jersey
$466K +$17.9K +66 +5%
FWM
513
Forza Wealth Management
Florida
$465K – – –
MFAM
514
Motley Fool Asset Management
Virginia
$464K +$35.7K +132 +10%
MYAM
515
Meiji Yasuda Asset Management
Japan
$455K +$1.9K +7 +0.5%
FFA
516
Farther Finance Advisors
California
$451K +$241K +889 +192%
QCM
517
QRG Capital Management
Illinois
$451K +$115K +426 +44%
EWA
518
EverSource Wealth Advisors
Alabama
$440K +$39.3K +145 +12%
VCM
519
Versant Capital Management
Arizona
$435K +$51.7K +191 +16%
VA
520
Vident Advisory
Georgia
$434K +$365K +1,350 New
IFU
521
iSAM Funds (UK)
United Kingdom
$430K +$362K +1,337 New
NFS
522
NewCorp Financial Services
Georgia
$430K -$273K -1,010 -43%
SAM
523
SEB Asset Management
$430K +$361K +1,335 New
CAM
524
Claret Asset Management
Quebec, Canada
$428K – – –
PAG
525
Poinciana Advisors Group
Florida
$428K – – –