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Name Holding Trade Value Shares
Change
Change in
Stake
WDA
1376
Wendell David Associates
New Hampshire
$265K +$241K +2,551 New
ECM
1377
ExodusPoint Capital Management
New York
$264K -$302K -3,191 -56%
WDL
1378
Well Done LLC
Michigan
$263K +$71.7K +757 +43%
ACM
1379
Aviance Capital Management
Florida
$263K +$240K +2,533 New
MMA
1380
Miracle Mile Advisors
California
$262K +$9.47K +100 +4%
SAM
1381
Sycomore Asset Management
France
$260K -$66.3K -700 -22%
CP
1382
Cumberland Partners
Ontario, Canada
$260K +$237K +2,500 New
WA1
1383
Wimmer Associates 1
California
$259K
HAIM
1384
Hunter Associates Investment Management
Pennsylvania
$258K
GKWIM
1385
Gerber Kawasaki Wealth & Investment Management
California
$254K -$15.1K -160 -6%
BHWM
1386
Bar Harbor Wealth Management
New Hampshire
$254K
SBH
1387
Segall Bryant & Hamill
Illinois
$254K +$231K +2,441 New
Koshinski Asset Management
1388
Koshinski Asset Management
Illinois
$253K -$1.46M -15,469 -86%
SFSIG
1389
San Francisco Sentry Investment Group
California
$253K -$4.64K -49 -2%
FMWA
1390
Forvis Mazars Wealth Advisors
Missouri
$253K +$231K +2,437 New
FP
1391
Foundry Partners
Minnesota
$245K +$223K +2,359 New
GIA
1392
Gladstone Institutional Advisory
Florida
$244K -$35.9K -379 -14%
CI
1393
Chartist Inc
California
$243K +$222K +2,344 New
HPWM
1394
Highland Private Wealth Management
Washington
$243K +$221K +2,338 New
MWM
1395
Mission Wealth Management
California
$242K -$17.8K -188 -7%
SAS
1396
Stelac Advisory Services
New York
$239K
TL
1397
TrueWealth LLC
Georgia
$238K
WBC
1398
West Branch Capital
Massachusetts
$238K +$217K +2,290 New
ATFA
1399
All Terrain Financial Advisors
Minnesota
$238K +$217K +2,294 New
AWM
1400
Altavista Wealth Management
North Carolina
$236K -$93.9K -992 -30%