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Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
276
Kovitz Investment Group Partners
Illinois
$462K +$14.3K +271 +3%
BWP
277
BSW Wealth Partners
Colorado
$460K -$2.43K -46 -0.5%
PA
278
Parallel Advisors
California
$458K +$17.4K +329 +4%
OL
279
Optas LLC
Texas
$457K +$2.7K +51 +0.6%
PAW
280
Plan A Wealth
Nebraska
$457K +$234K +4,420 +111%
Two Sigma Investments
281
Two Sigma Investments
New York
$451K -$2.76M -52,212 -86%
IWC
282
Integrated Wealth Concepts
Massachusetts
$445K +$433K +8,192 New
IC
283
Iconiq Capital
California
$434K -$15.8K -298 -4%
Jane Street
284
Jane Street
New York
$432K +$88.7K +1,677 +27%
IWA
285
Icon Wealth Advisors
Texas
$432K -$8.88K -168 -2%
GFP
286
Gryphon Financial Partners
Ohio
$424K +$139K +2,633 +51%
RPA
287
Rock Point Advisors
Vermont
$424K
RYIA
288
Roehl & Yi Investment Advisors
Oregon
$424K -$6.4K -121 -2%
CIA
289
Concurrent Investment Advisors
Florida
$423K -$111K -2,090 -21%
MSR
290
Main Street Research
Connecticut
$417K +$405K +7,666 New
FAFN
291
First Affirmative Financial Network
Colorado
$411K -$27.1K -513 -6%
CIC
292
Chilton Investment Company
Connecticut
$410K +$399K +7,543 New
CG
293
Cynosure Group
Utah
$408K +$29K +549 +8%
MIP
294
Marietta Investment Partners
Wisconsin
$405K
SRC
295
Sage Rhino Capital
California
$404K +$846 +16 +0.2%
CWP
296
Cyndeo Wealth Partners
Florida
$398K +$388K +7,331 New
KP
297
Keel Point
Alabama
$391K +$60.2K +1,138 +19%
AWM
298
Apollon Wealth Management
South Carolina
$387K +$20.4K +386 +6%
SCP
299
Sivia Capital Partners
California
$381K +$136K +2,568 +58%
JSW
300
Journey Strategic Wealth
New Jersey
$379K -$152K -2,882 -29%