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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
526
GDS Wealth Management
Texas
$468K – – –
TI
527
Tidal Investments
Wisconsin
$462K +$6.47K +99 +1%
FFA
528
First Foundation Advisors
California
$454K +$9.87K +151 +2%
FMLI
529
Fukoku Mutual Life Insurance
Japan
$443K +$98.7K +1,511 +29%
SWM
530
Soundmark Wealth Management
Washington
$438K +$980 +15 +0.2%
SC
531
SRB Corp
Massachusetts
$434K -$25.7K -393 -6%
WI
532
Wahed Invest
New York
$431K +$44.6K +682 +12%
CFB
533
Cullen/Frost Bankers
Texas
$428K -$3.46K -53 -0.8%
Lido Advisors
534
Lido Advisors
California
$427K +$144K +2,202 +52%
FIM
535
Freedom Investment Management
Connecticut
$427K +$423K +6,468 New
AIM
536
Aigen Investment Management
New York
$426K +$12.3K +188 +3%
CCA
537
Checchi Capital Advisers
California
$424K +$21.3K +326 +5%
LNWTC
538
Laird Norton Wetherby Trust Company
Washington
$423K +$407K +6,230 New
CI
539
Cigna Investments
Connecticut
$417K +$3.53K +54 +0.9%
BBHC
540
Brown Brothers Harriman & Co
New York
$416K -$2.29K -35 -0.6%
CP
541
Camelot Portfolios
Ohio
$415K +$411K +6,287 New
NWMG
542
National Wealth Management Group
Ohio
$410K +$406K +6,221 New
TPW
543
Transatlantique Private Wealth
New York
$406K +$34.4K +527 +9%
I
544
InceptionR
California
$398K +$394K +6,032 New
EHWM
545
Eads & Heald Wealth Management
Georgia
$397K -$3.4K -52 -0.9%
EFM
546
E Fund Management
China
$395K -$21.2K -324 -5%
FC
547
Fulcrum Capital
Washington
$390K – – –
BBNB
548
Baker Boyer National Bank
Washington
$388K +$8.82K +135 +2%
CM
549
Castleark Management
Illinois
$381K – – –
BPA
550
Beacon Pointe Advisors
California
$380K -$51.3K -786 -12%