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Name Holding Trade Value Shares
Change
Change in
Stake
FGP
401
Freestone Grove Partners
California
$358K +$324K +4,281 New
QFW
402
QTR Family Wealth
Florida
$358K +$75.8K +1,002 +29%
AB
403
ANB Bank
Colorado
$356K +$321K +4,248 New
DWP
404
Daymark Wealth Partners
Ohio
$354K +$320K +4,226 New
G
405
GenTrust
Florida
$352K +$78.4K +1,037 +33%
BFO
406
Boston Family Office
Massachusetts
$352K – – –
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$350K -$2.12K -28 -0.7%
MWM
408
Modera Wealth Management
New Jersey
$347K -$832 -11 -0.3%
CAM
409
Claret Asset Management
Quebec, Canada
$345K +$76 +1 +0%
KAM
410
Knightsbridge Asset Management
California
$344K +$311K +4,112 New
LNWTC
411
Laird Norton Wetherby Trust Company
Washington
$343K +$2.95K +39 +1%
AC
412
AlphaCore Capital
California
$342K +$309K +4,089 New
S
413
SignatureFD
Georgia
$341K +$57.7K +763 +23%
PA
414
Profund Advisors
Maryland
$338K +$32.7K +432 +12%
IFWM
415
Institute for Wealth Management
Colorado
$338K -$47.1K -623 -13%
DO
416
denkapparat Operations
Germany
$337K +$305K +4,026 New
B
417
Bailard
California
$335K – – –
SAM
418
SEB Asset Management
$331K +$299K +3,949 New
BWM
419
BlackDiamond Wealth Management
New York
$330K -$3.18K -42 -1%
Bank of Nova Scotia
420
Bank of Nova Scotia
Ontario, Canada
$326K +$295K +3,898 New
DE
421
Diversified Enterprises
Delaware
$326K +$303 +4 +0.1%
SWM
422
Steinberganna Wealth Management
New York
$324K +$34.9K +462 +14%
SO
423
STRS Ohio
Ohio
$321K -$454 -6 -0.2%
EWA
424
EP Wealth Advisors
California
$321K +$1.44K +19 +0.5%
AFGAS
425
Allegiance Financial Group Advisory Services
Virginia
$321K +$290K +3,828 New