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Rubrik

Name Holding Trade Value Shares
Change
Change in
Stake
LLWM
301
Life Line Wealth Management
California
$474K +$495K +5,761 New
WA
302
Wealth Architects
California
$467K
SPA
303
Sherbrooke Park Advisers
New York
$461K +$482K +5,606 New
PWM
304
Perigon Wealth Management
California
$458K +$478K +5,564 New
FRM
305
Fox Run Management
Connecticut
$439K +$129K +1,503 +39%
NCM
306
Novare Capital Management
North Carolina
$434K +$66.2K +770 +17%
MIM
307
MetLife Investment Management
New Jersey
$430K +$83.5K +971 +23%
SLAM
308
Swiss Life Asset Management
$423K +$229K +2,666 +107%
CFO
309
Callan Family Office
Pennsylvania
$416K +$435K +5,061 New
EWM
310
Endowment Wealth Management
Wisconsin
$411K
WMA
311
West Michigan Advisors
Michigan
$403K +$421K +4,897 New
RWIA
312
Roger Wittlin Investment Advisory
California
$396K -$26.3K -306 -6%
MML Investors Services
313
MML Investors Services
Massachusetts
$396K +$413K +4,810 New
NWMP
314
Noble Wealth Management PBC
Colorado
$392K +$409K +4,760 New
PHK
315
Point72 Hong Kong
Hong Kong
$374K -$2.45M -28,485 -86%
OA
316
Operose Advisors
Wisconsin
$369K +$386K +4,486 New
CCC
317
Chesapeake Capital Corp
Florida
$368K +$384K +4,470 New
TBWA
318
Three Bridge Wealth Advisors
California
$367K +$384K +4,464 New
RA
319
RFG Advisory
Alabama
$364K +$380K +4,420 New
TRCT
320
Tower Research Capital (TRC)
New York
$345K +$210K +2,444 +140%
SPWM
321
Straight Path Wealth Management
Michigan
$343K +$358K +4,170 New
TFIPS
322
Towarzystwo Funduszy Inwestycyjnych PZU SA
$329K -$68.8K -800 -17%
MIH
323
Meitav Investment House
Israel
$329K +$344K +4,000 New
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$323K +$337K +3,922 New
VA
325
Vident Advisory
Georgia
$321K +$110K +1,283 +49%