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Name Holding Trade Value Shares
Change
Change in
Stake
FC
451
Fulcrum Capital
Washington
$446K -$26.8K -439 -5%
BCFD
452
Boit C.F. David
$446K – – –
IWP
453
Insight Wealth Partners
Texas
$444K – – –
GCM
454
Graham Capital Management
Connecticut
$442K +$459K +7,529 New
GT
455
Greenleaf Trust
Michigan
$441K -$61 -1 -0%
RP
456
Riverwater Partners
Wisconsin
$437K -$441K -7,224 -49%
JSC
457
Jackson Square Capital
California
$434K -$51.3K -841 -10%
CA
458
Claris Advisors
Missouri
$422K – – –
SWM
459
Soundmark Wealth Management
Washington
$418K +$915 +15 +0.2%
PG
460
Pendal Group
Australia
$407K -$549K -8,995 -56%
KFA
461
Krane Funds Advisors
New York
$400K +$416K +6,815 New
GWM
462
GDS Wealth Management
Texas
$396K -$2.75K -45 -0.6%
FFA
463
First Foundation Advisors
California
$394K -$671 -11 -0.2%
MFS
464
Madrona Financial Services
Washington
$390K +$1.65K +27 +0.4%
O
465
Ossiam
France
$390K +$405K +6,638 New
MWM
466
Mission Wealth Management
California
$386K -$7.57K -124 -2%
ALAM
467
Asahi Life Asset Management
Japan
$379K +$394K +6,450 New
CFB
468
Cullen/Frost Bankers
Texas
$372K – – –
Wolverine Trading
469
Wolverine Trading
Illinois
$370K +$379K +6,216 New
KAS
470
Kestra Advisory Services
Texas
$369K -$20.2K -331 -5%
WS
471
Wedbush Securities
California
$369K +$23K +377 +6%
EI
472
Ellevest Inc
New York
$366K +$123K +2,015 +48%
TPWM
473
Twelve Points Wealth Management
Massachusetts
$363K +$103K +1,686 +38%
BBHC
474
Brown Brothers Harriman & Co
New York
$361K -$2.5K -41 -0.7%
EHWM
475
Eads & Heald Wealth Management
Georgia
$361K – – –