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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
501
Brighton Jones LLC
Washington
$284K +$27.8K +129 +10%
WAM
502
Wealthspire Advisors (Maryland)
Maryland
$280K -$15.1K -70 -5%
CGL
503
Clarius Group LLC
Washington
$278K +$60.6K +281 +26%
Qube Research & Technologies (QRT)
504
Qube Research & Technologies (QRT)
United Kingdom
$273K -$349K -1,617 -54%
RB
505
Rodgers Brothers
Pennsylvania
$272K -$26.8K -124 -8%
FHA
506
Flagship Harbor Advisors
Massachusetts
$270K – – –
WS
507
Wedbush Securities
California
$270K +$289K +1,341 New
BIM
508
Bridgecreek Investment Management
Oklahoma
$267K – – –
TCOV
509
Trust Company of Vermont
Vermont
$266K -$91.3K -423 -24%
GWM
510
Geneos Wealth Management
Colorado
$265K -$24.8K -115 -8%
PAM
511
Private Asset Management
California
$258K -$32.4K -150 -10%
WOC
512
West Oak Capital
California
$254K – – –
BHBT
513
Burke & Herbert Bank & Trust
Virginia
$249K – – –
RWM
514
Ritholtz Wealth Management
New York
$248K -$43.2K -200 -14%
FFA
515
First Foundation Advisors
California
$243K -$216K -1,000 -45%
GCP
516
GSA Capital Partners
United Kingdom
$243K +$260K +1,204 New
FPS
517
Fieldpoint Private Securities
Connecticut
$238K – – –
PAA
518
Peregrine Asset Advisers
Oregon
$237K – – –
FM
519
Forward Management
California
$232K -$1.19M -5,509 -83%
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$232K +$131K +609 +112%
WT
521
Washington Trust
Rhode Island
$228K – – –
WA
522
WESPAC Advisors
California
$227K – – –
S
523
SignatureFD
Georgia
$226K +$863 +4 +0.4%
IUHSA
524
Itau Unibanco Holding S.A.
Brazil
$225K +$172K +796 +248%
TAM
525
Tiverton Asset Management
Delaware
$221K – – –