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Name Holding Trade Value Shares
Change
Change in
Stake
I
251
InceptionR
California
$349K +$288K +926 New
CPBTD
252
Central Pacific Bank - Trust Division
Hawaii
$339K
SAG
253
SageView Advisory Group
California
$334K -$29.8K -96 -10%
S
254
Storgate
Texas
$331K +$273K +878 New
VT
255
Vise Technologies
New York
$329K +$271K +874 New
FRM
256
Fox Run Management
Connecticut
$320K +$263K +848 New
GI
257
GAMMA Investing
California
$319K +$28K +90 +12%
KAS
258
Kestra Advisory Services
Texas
$319K +$263K +847 New
AC
259
Aristeia Capital
Connecticut
$317K +$262K +842 New
FFA
260
Farther Finance Advisors
California
$311K -$95.4K -307 -27%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$306K -$621 -2 -0.2%
RS
262
R Squared
Hong Kong
$305K -$87K -280 -26%
PWM
263
Prentice Wealth Management
New York
$302K -$122K -394 -33%
CCM
264
Coldstream Capital Management
Washington
$300K -$26.1K -84 -10%
CRWM
265
Castle Rock Wealth Management
California
$297K -$142K -458 -36%
GT
266
Glenmede Trust
Pennsylvania
$291K -$41.9K -135 -15%
PWA
267
Pitcairn Wealth Advisors
Pennsylvania
$290K -$51.3K -165 -18%
KBC Group
268
KBC Group
Belgium
$286K
HFO
269
Heritage Family Offices
Arizona
$284K -$119K -384 -34%
PEWA
270
Pacific Excel Wealth Advisors
California
$284K +$234K +753 New
DFCM
271
Dark Forest Capital Management
Puerto Rico
$282K +$232K +747 New
Franklin Resources
272
Franklin Resources
California
$281K +$231K +745 New
GT
273
Greenleaf Trust
Michigan
$280K +$231K +744 New
SRC
274
Sage Rhino Capital
California
$279K +$230K +740 New
WS
275
Wedbush Securities
California
$276K +$227K +731 New