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Name Holding Trade Value Shares
Change
Change in
Stake
PE
476
PCM Encore
Colorado
$229K +$207K +2,736 New
BPWM
477
Badgley Phelps Wealth Managers
Washington
$228K +$206K +2,722 New
RWM
478
Ritholtz Wealth Management
New York
$219K +$198K +2,615 New
PCIG
479
Partners Capital Investment Group
Massachusetts
$219K +$198K +2,613 New
WANY
480
Wealthspire Advisors (New York)
New York
$215K -$66K -873 -25%
VCA
481
Verdence Capital Advisors
Maryland
$214K +$193K +2,553 New
BC
482
Bayforest Capital
United Kingdom
$213K -$734K -9,698 -79%
SIA
483
Soltis Investment Advisors
Utah
$212K +$191K +2,528 New
CFO
484
Callan Family Office
Pennsylvania
$212K +$191K +2,526 New
OFG
485
OmniStar Financial Group
North Carolina
$210K +$190K +2,511 New
OL
486
Optas LLC
Texas
$210K +$189K +2,505 New
RC
487
RBF Capital
California
$209K +$189K +2,500 New
FWP
488
Family Wealth Partners
North Carolina
$209K +$189K +2,497 New
Susquehanna International Group
489
Susquehanna International Group
Pennsylvania
$209K +$189K +2,497 New
SWP
490
Sagespring Wealth Partners
Tennessee
$206K +$186K +2,465 New
CL
491
Choreo LLC
Illinois
$206K -$41.5K -549 -18%
PAA
492
Peregrine Asset Advisers
Oregon
$205K +$185K +2,443 New
CCM
493
Cohen Capital Management
California
$204K +$184K +2,434 New
SCM
494
Stonebridge Capital Management
California
$201K +$182K +2,400 New
DekaBank Deutsche Girozentrale
495
DekaBank Deutsche Girozentrale
Germany
$178K
UB
496
UMB Bank
Missouri
$177K +$6.58K +87 +4%
BCWM
497
Bartlett & Co Wealth Management
Ohio
$156K
TWD
498
True Wealth Design
Ohio
$146K +$56.8K +751 +75%
CFB
499
Cullen/Frost Bankers
Texas
$144K +$111K +1,471 +588%
RFP
500
Root Financial Partners
California
$130K +$89K +1,177 +310%