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Name Holding Trade Value Shares
Change
Change in
Stake
BP
601
Ballentine Partners
Massachusetts
$249K -$16K -234 -6%
SW
602
SteelPeak Wealth
California
$248K -$246K -3,600 -49%
RSWM
603
Robertson Stephens Wealth Management
California
$247K -$2.19K -32 -0.8%
NIC
604
Northwest Investment Counselors
Oregon
$246K -$8.21K -120 -3%
CAGAS
605
Capital Advisory Group Advisory Services
Minnesota
$246K -$2.74K -40 -1%
LNB
606
Ledyard National Bank
$246K
CAM
607
Cresset Asset Management
Illinois
$243K -$60K -876 -19%
PP
608
Patten & Patten
Tennessee
$241K
GCP
609
GSA Capital Partners
United Kingdom
$236K +$244K +3,570 New
BJL
610
Brighton Jones LLC
Washington
$235K -$684 -10 -0.3%
FFA
611
First Foundation Advisors
California
$234K -$15.1K -220 -6%
FIM
612
Freedom Investment Management
Connecticut
$230K +$238K +3,478 New
WA
613
WealthTrust Axiom
Pennsylvania
$228K
PG
614
Patten Group
Tennessee
$228K +$25.3K +370 +12%
PWM
615
PRW Wealth Management
Massachusetts
$228K +$235K +3,440 New
IC
616
IEQ Capital
California
$227K +$235K +3,434 New
FMWA
617
Forvis Mazars Wealth Advisors
Missouri
$226K +$3.29K +48 +1%
GL
618
Graypoint LLC
New York
$224K +$232K +3,388 New
IAN
619
Integrated Advisors Network
Texas
$221K +$229K +3,340 New
TWM
620
TriaGen Wealth Management
California
$220K -$27.4K -400 -11%
Lido Advisors
621
Lido Advisors
California
$220K +$10.4K +152 +5%
S
622
SignatureFD
Georgia
$220K +$23.7K +346 +12%
OAM
623
Oak Asset Management
California
$218K +$226K +3,298 New
CGL
624
Clarius Group LLC
Washington
$217K +$224K +3,276 New
DT
625
Diversified Trust
Tennessee
$216K -$227K -3,312 -50%