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Name Holding Trade Value Shares
Change
Change in
Stake
AG
326
AlTi Global
New York
$307K +$300K +3,370 New
KCP
327
Kera Capital Partners
California
$304K +$297K +3,341 New
BJL
328
Brighton Jones LLC
Washington
$302K +$295K +3,317 New
Jones Financial Companies
329
Jones Financial Companies
Missouri
$299K +$3.29K +37 +1%
FFM
330
Forum Financial Management
Illinois
$296K +$290K +3,252 New
FMTCOCP
331
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$296K
QL
332
Quarry LP
New York
$296K +$231K +2,592 +397%
FAM
333
Fred Alger Management
New York
$290K +$14.2K +160 +5%
BAAM
334
Baker Avenue Asset Management
California
$283K +$276K +3,103 New
MAS
335
Meeder Advisory Services
Ohio
$277K -$1.43K -16 -0.5%
SOW
336
State of Wyoming
Wyoming
$274K -$112K -1,263 -30%
CCM
337
Coldstream Capital Management
Washington
$273K +$2.49K +28 +0.9%
CI
338
Corient IA
Florida
$273K
GWMR
339
GC Wealth Management RIA
Massachusetts
$269K +$263K +2,951 New
VT
340
Vise Technologies
New York
$268K -$39.1K -439 -13%
RCA
341
Resonant Capital Advisors
Wisconsin
$262K +$18.2K +204 +8%
IFWM
342
Institute for Wealth Management
Colorado
$260K
BIAS
343
Beacon Investment Advisory Services
New Jersey
$259K
Credit Agricole
344
Credit Agricole
France
$257K +$251K +2,820 New
FTWA
345
Fifth Third Wealth Advisors
Ohio
$254K +$801 +9 +0.3%
SFA
346
Sequoia Financial Advisors
Ohio
$253K +$247K +2,775 New
HIP
347
HUB Investment Partners
Texas
$250K +$244K +2,740 New
CAM
348
Claret Asset Management
Quebec, Canada
$249K -$3.47K -39 -1%
1C
349
111 Capital
France
$247K +$242K +2,715 New
BCA
350
Bay Colony Advisors
Massachusetts
$244K +$238K +2,676 New