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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Axxcess Wealth Management
California
$475K +$52.7K +1,569 +12%
WAM
302
Weinberger Asset Management
California
$472K – – –
CC
303
Corton Capital
Ontario, Canada
$468K +$479K +14,252 New
SC
304
Sepio Capital
Utah
$467K +$55.2K +1,642 +13%
GSWM
305
Greenup Street Wealth Management
Michigan
$466K -$82.2K -2,447 -15%
GC
306
GFG Capital
Florida
$464K – – –
Wealthfront Advisers
307
Wealthfront Advisers
California
$462K +$282K +8,390 +148%
APA
308
American Portfolios Advisors
New York
$458K +$88.7K +2,642 +23%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$451K +$120K +3,568 +35%
Manulife (Manufacturers Life Insurance)
310
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$451K +$41.4K +1,233 +10%
SXL
311
Summit X LLC
Missouri
$446K -$29.5K -877 -6%
HIA
312
Harbor Investment Advisory
Maryland
$439K -$8.87K -264 -2%
FFA
313
First Foundation Advisors
California
$434K -$7.51M -223,721 -94%
CMI
314
Clare Market Investments
Texas
$426K +$219K +6,520 +101%
FPS
315
Fieldpoint Private Securities
Connecticut
$425K -$397K -11,819 -48%
WWP
316
Waypoint Wealth Partners
California
$391K +$400K +11,909 New
BMSSC
317
B. Metzler seel. Sohn & Co
Germany
$388K +$245K +7,303 +162%
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$387K +$52K +1,548 +15%
GRP
319
Global Retirement Partners
California
$386K +$25.9K +772 +7%
HAG
320
HighPoint Advisor Group
Illinois
$386K +$341K +10,164 New
RI
321
Ridgewood Investments
New Jersey
$381K +$4.84K +144 +1%
SG
322
Stonnington Group
California
$375K +$319K +9,500 New
CFM
323
Capricorn Fund Managers
United Kingdom
$361K – – –
William Blair & Company
324
William Blair & Company
Illinois
$359K +$67.4K +2,007 +23%
TCM
325
Triumph Capital Management
Colorado
$359K +$367K +10,922 New