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Name Holding Trade Value Shares
Change
Change in
Stake
PPP
451
Private Portfolio Partners
New Jersey
$261K
WA
452
Wambolt & Associates
Colorado
$259K -$100K -692 -29%
GLA
453
Great Lakes Advisors
Illinois
$255K -$28.3K -196 -11%
William Blair Investment Management
454
William Blair Investment Management
Illinois
$255K +$238K +1,649 New
HWM
455
HB Wealth Management
Georgia
$254K +$6.51K +45 +3%
LFA
456
Legacy Financial Advisors
Kentucky
$254K -$61K -422 -20%
MIM
457
Merrion Investment Management
New Jersey
$250K
BJL
458
Brighton Jones LLC
Washington
$246K +$231K +1,594 New
FSA
459
Franklin Street Advisors
North Carolina
$245K -$58.1K -402 -20%
PTC
460
Private Trust Company
Ohio
$239K +$91K +629 +69%
GWM
461
Gitterman Wealth Management
New Jersey
$239K +$223K +1,543 New
SC
462
Sapient Capital
Indiana
$237K +$222K +1,533 New
EWM
463
Endowment Wealth Management
Wisconsin
$236K +$221K +1,528 New
AHL
464
Abel Hall LLC
Louisiana
$236K +$221K +1,528 New
BHPW
465
Beverly Hills Private Wealth
California
$234K +$219K +1,512 New
PMA
466
Prudent Man Advisors
Illinois
$228K -$38.3K -265 -15%
TPI
467
Trust Point Inc
Wisconsin
$227K +$212K +1,469 New
SAG
468
SageView Advisory Group
California
$226K +$186K +1,287 New
CA
469
Claro Advisors
Massachusetts
$223K +$209K +1,445 New
BBVA
470
Banco Bilbao Vizcaya Argentaria
Spain
$222K +$208K +1,439 New
CIM
471
Contravisory Investment Management
Massachusetts
$222K +$10.1K +70 +5%
PWP
472
Phillips Wealth Planners
Mississippi
$221K +$199K +1,376 New
FFA
473
Farther Finance Advisors
California
$220K +$112K +771 +118%
LCGC
474
Legacy Capital Group California
California
$220K +$206K +1,422 New
GVAG
475
Great Valley Advisor Group
Delaware
$220K +$206K +1,421 New