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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
SHP Wealth Management
Massachusetts
$486K +$91.5K +192 +22%
WA
802
Wasatch Advisors
Utah
$484K +$33.8K +71 +7%
MYAM
803
Meiji Yasuda Asset Management
Japan
$478K +$7.63K +16 +2%
MOS
804
MGO One Seven
Ohio
$477K +$73.4K +154 +17%
CIS
805
Custom Index Systems
New York
$477K +$23.4K +49 +5%
FRA
806
Frank Rimerman Advisors
California
$476K -$166K -349 -25%
FCP
807
Fidelis Capital Partners
Florida
$474K -$7.15K -15 -1%
MMA
808
Miracle Mile Advisors
California
$473K +$112K +235 +30%
AAS
809
Ameritas Advisory Services
Nebraska
$473K +$261K +547 +113%
HIM
810
Hillsdale Investment Management
Ontario, Canada
$473K -$615K -1,290 -56%
AG
811
Ascent Group
Virginia
$464K -$96.3K -202 -17%
HIA
812
Harbor Investment Advisory
Maryland
$462K -$399K -838 -45%
SAM
813
Simplify Asset Management
Nevada
$462K -$32.4K -68 -6%
BPC
814
Banque Pictet & Cie
Switzerland
$459K -$402K -843 -46%
CWMG
815
Compass Wealth Management (Georgia)
Georgia
$459K – – –
PL
816
Perpetual Ltd
Australia
$456K -$72.9K -153 -13%
FMI
817
F/M Investments
District of Columbia
$454K -$115K -241 -20%
DWM
818
Dakota Wealth Management
Florida
$453K +$471K +987 New
IAIM
819
International Assets Investment Management
Florida
$451K -$3.34K -7 -0.7%
GH
820
GAM Holding
Switzerland
$449K – – –
UB
821
UMB Bank
Missouri
$444K +$39.6K +83 +9%
RCAG
822
Rehmann Capital Advisory Group
Michigan
$442K +$228K +478 +99%
GKWIM
823
Gerber Kawasaki Wealth & Investment Management
California
$441K +$22.9K +48 +5%
IP
824
Intellectus Partners
California
$439K -$3.81K -8 -0.8%
MWA
825
MN Wealth Advisors
Kansas
$437K -$210K -440 -32%
31 32
33
34 35