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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
251
Wolff Wiese Magana
California
$11K +$1.03K +17 +9%
CA
252
Crewe Advisors
Utah
$9K +$10.6K +175 New
HIIFS
253
Harel Insurance Investments & Financial Services
Israel
$8K +$8.84K +146 New
WTC
254
WhitTier Trust Company
Nevada
$8K +$9.32K +154 New
HI
255
Harbour Investments
Wisconsin
$6K -$13.8K -228 -65%
CCM
256
Covington Capital Management
California
$5K
IFAM
257
Institutional & Family Asset Management
Colorado
$5K
SWM
258
Sugarloaf Wealth Management
Georgia
$5K +$3.03K +50 +100%
WT
259
Washington Trust
Rhode Island
$5K +$5.81K +96 New
GKWIM
260
Gerber Kawasaki Wealth & Investment Management
California
$5K +$6.66K +110 New
AssetMark Inc
261
AssetMark Inc
California
$4K +$1.09K +18 +30%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$3K -$61 -1 -1%
SPIA
263
Steward Partners Investment Advisory
New York
$3K +$2.48K +41 +293%
BFC
264
Bedel Financial Consulting
Indiana
$2K -$1.21K -20 -40%
CTB
265
Country Trust Bank
Illinois
$1K +$726 +12 New
BIA
266
Bell Investment Advisors
California
$1K +$1.03K +17 New
EWM
267
Edge Wealth Management
New York
$1K +$1.15K +19 New
MIFH
268
Migdal Insurance & Financial Holdings
Israel
$1K +$1.51K +25 New
CI Investments Inc
269
CI Investments Inc
Ontario, Canada
$1K +$1.7K +28 New
LAM
270
Lountzis Asset Management
Pennsylvania
$105 +$121 +2 New
KDIA
271
KPCB DGF III Associates
California
-$226M -3,697,015 Closed
VEPM
272
Vista Equity Partners Management
California
-$129M -1,905,891 Closed
GA
273
Greenspring Associates
Maryland
-$125M -1,842,177 Closed
Lord, Abbett & Co
274
Lord, Abbett & Co
New Jersey
-$54.5M -802,221 Closed
ZCI
275
Zevenbergen Capital Investments
Washington
-$26M -383,105 Closed