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Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
451
Boit C.F. David
$446K
IWP
452
Insight Wealth Partners
Texas
$444K
GCM
453
Graham Capital Management
Connecticut
$442K +$459K +7,529 New
GT
454
Greenleaf Trust
Michigan
$441K -$61 -1 -0%
RP
455
Riverwater Partners
Wisconsin
$437K -$441K -7,224 -49%
JSC
456
Jackson Square Capital
California
$434K -$51.3K -841 -10%
CA
457
Claris Advisors
Missouri
$422K
SWM
458
Soundmark Wealth Management
Washington
$418K +$915 +15 +0.2%
PG
459
Pendal Group
Australia
$407K -$549K -8,995 -56%
KFA
460
Krane Funds Advisors
New York
$400K +$416K +6,815 New
GWM
461
GDS Wealth Management
Texas
$396K -$2.75K -45 -0.6%
FFA
462
First Foundation Advisors
California
$394K -$671 -11 -0.2%
MFS
463
Madrona Financial Services
Washington
$390K +$1.65K +27 +0.4%
O
464
Ossiam
France
$390K +$405K +6,638 New
MWM
465
Mission Wealth Management
California
$386K -$7.57K -124 -2%
ALAM
466
Asahi Life Asset Management
Japan
$379K +$394K +6,450 New
CFB
467
Cullen/Frost Bankers
Texas
$372K
Wolverine Trading
468
Wolverine Trading
Illinois
$370K +$379K +6,216 New
KAS
469
Kestra Advisory Services
Texas
$369K -$20.2K -331 -5%
WS
470
Wedbush Securities
California
$369K +$23K +377 +6%
EI
471
Ellevest Inc
New York
$366K +$123K +2,015 +48%
TPWM
472
Twelve Points Wealth Management
Massachusetts
$363K +$103K +1,686 +38%
BBHC
473
Brown Brothers Harriman & Co
New York
$361K -$2.5K -41 -0.7%
EHWM
474
Eads & Heald Wealth Management
Georgia
$361K
Bank Julius Baer & Co
475
Bank Julius Baer & Co
Switzerland
$359K +$144K +2,360 +63%