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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
351
Kathmere Capital Management
Pennsylvania
$1.08M +$63.7K +234 +6%
Jane Street
352
Jane Street
New York
$1.07M -$767K -2,816 -41%
WTC
353
WhitTier Trust Company
Nevada
$1.07M +$225K +826 +26%
SW
354
SlateStone Wealth
Florida
$1.06M
SWM
355
Sendero Wealth Management
Texas
$1.05M -$427K -1,566 -29%
BCPE
356
Bain Capital Public Equity
Massachusetts
$1.05M +$1.07M +3,910 New
BTI
357
Blue Trust Inc
Georgia
$1.05M +$85K +312 +9%
PWM
358
Perigon Wealth Management
California
$1.04M +$355K +1,305 +51%
CWM
359
Congress Wealth Management
Massachusetts
$1.04M -$388K -1,424 -27%
MWM
360
Modera Wealth Management
New Jersey
$1.03M -$3K -11 -0.3%
CHP
361
Cable Hill Partners
Oregon
$1.03M -$20.4K -75 -2%
William Blair & Company
362
William Blair & Company
Illinois
$1.03M +$1.04M +3,833 New
SCM
363
SOL Capital Management
Maryland
$1.01M
SWP
364
Sagespring Wealth Partners
Tennessee
$1M +$150K +550 +17%
HW
365
Hancock Whitney
Mississippi
$1M +$22.3K +82 +2%
JSC
366
Jackson Square Capital
California
$1M +$1.02M +3,741 New
PSP
367
Principal Street Partners
Tennessee
$990K
KI
368
Keystone Investors
Singapore
$989K +$125K +460 +14%
TW
369
TritonPoint Wealth
Maryland
$989K -$10.4K -38 -1%
DAS
370
Diversify Advisory Services
Utah
$981K +$70.3K +258 +8%
VCM
371
Versant Capital Management
Arizona
$978K +$933K +3,424 +1,556%
CA
372
Clearstead Advisors
Ohio
$977K -$119K -436 -11%
MWM
373
Mission Wealth Management
California
$976K +$272 +1 +0%
HH
374
Hilltop Holdings
Texas
$964K +$22.3K +82 +2%
AWM
375
Axxcess Wealth Management
California
$959K -$910K -3,342 -48%