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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
351
Parcion Private Wealth
Washington
$326K +$291K +4,697 New
AFG
352
Atomi Financial Group
New York
$325K +$49.5K +798 +21%
AWM
353
Aprio Wealth Management
Georgia
$324K +$4.96K +80 +2%
IFWM
354
Institute for Wealth Management
Colorado
$323K -$56.6K -913 -16%
WA
355
Waddell & Associates
Tennessee
$323K +$44.7K +721 +18%
CCM
356
Coldstream Capital Management
Washington
$322K +$287K +4,637 New
GI
357
GAMMA Investing
California
$320K +$44.2K +713 +18%
SL
358
Sentinus LLC
Illinois
$314K +$281K +4,527 New
SHGA
359
Sand Hill Global Advisors
California
$307K
WP
360
Westmount Partners
California
$306K
CWM
361
Chemistry Wealth Management
New York
$303K
RIL
362
Rothschild Investment LLC
Illinois
$303K +$36.1K +582 +15%
JTWM
363
Jackson Thornton Wealth Management
Alabama
$302K +$9.18K +148 +4%
CA
364
Clearstead Advisors
Ohio
$301K +$126K +2,031 +88%
AF
365
Allworth Financial
California
$297K +$123K +1,987 +87%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$292K +$8.8K +142 +3%
BFO
367
Boston Family Office
Massachusetts
$292K
MWM
368
Modera Wealth Management
New Jersey
$289K +$258K +4,161 New
AU
369
AlphaGrep UK
$289K +$258K +4,157 New
MC
370
Moors & Cabot
Massachusetts
$288K
GRP
371
Global Retirement Partners
California
$287K +$254K +4,092 +11,367%
CAM
372
Claret Asset Management
Quebec, Canada
$286K -$620 -10 -0.2%
UCFA
373
United Capital Financial Advisors
Texas
$284K +$254K +4,090 New
LNWTC
374
Laird Norton Wetherby Trust Company
Washington
$282K +$252K +4,059 New
B
375
Bailard
California
$278K -$1.8K -29 -0.7%