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Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
526
Gerber Kawasaki Wealth & Investment Management
California
$490K -$18.8K -142 -3%
OIA
527
OneDigital Investment Advisors
Kansas
$485K +$112K +845 +24%
PCP
528
Pacific Capital Partners
$483K +$568K +4,285 New
JWCA
529
J.W. Cole Advisors
Florida
$482K +$73.2K +552 +15%
WMP
530
Wealth Management Partners
Arizona
$480K +$94.1K +710 +20%
DWT
531
Dorsey & Whitney Trust
South Dakota
$477K +$562K +4,237 New
BJL
532
Brighton Jones LLC
Washington
$470K +$30.8K +232 +6%
BC
533
BIT Capital
Germany
$465K +$547K +4,129 New
MYAM
534
Meiji Yasuda Asset Management
Japan
$456K – – –
BP
535
Ballentine Partners
Massachusetts
$456K +$88.9K +671 +20%
AAIS
536
ABN AMRO Investment Solutions
$456K -$26.8K -202 -5%
CPBTD
537
Central Pacific Bank - Trust Division
Hawaii
$454K +$535K +4,033 New
G
538
Greycroft
New York
$451K -$265K -2,000 -33%
YCM
539
Yousif Capital Management
Michigan
$447K +$13K +98 +3%
SYBT
540
Stock Yards Bank & Trust
Kentucky
$443K +$28.5K +215 +6%
MSFS
541
Main Street Financial Solutions
Pennsylvania
$443K +$521K +3,929 New
DFCM
542
Dark Forest Capital Management
Puerto Rico
$439K +$516K +3,893 New
PA
543
Parallel Advisors
California
$436K +$181K +1,366 +55%
FCM
544
Frontier Capital Management
Massachusetts
$436K -$734K -5,540 -59%
RMC
545
Ring Mountain Capital
California
$435K -$1.26M -9,468 -71%
ISWM
546
Independent Solutions Wealth Management
New York
$431K +$19.5K +147 +4%
DWM
547
Diversify Wealth Management
Utah
$413K +$111K +835 +33%
FFM
548
Forum Financial Management
Illinois
$413K +$124K +932 +34%
CCM
549
Coldstream Capital Management
Washington
$408K +$190K +1,437 +66%
AFG
550
Atomi Financial Group
New York
$408K +$86.3K +651 +22%
20 21
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