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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
601
Shelton Capital Management
Colorado
$245K – – –
KPW
602
Kore Private Wealth
New York
$244K +$4.22K +64 +2%
BL
603
Balentine LLC
Georgia
$241K +$251K +3,808 New
OCM
604
One Capital Management
California
$239K -$23.1K -350 -8%
RSWM
605
Robertson Stephens Wealth Management
California
$238K – – –
SW
606
SteelPeak Wealth
California
$236K – – –
CAGAS
607
Capital Advisory Group Advisory Services
Minnesota
$235K – – –
LNB
608
Ledyard National Bank
$235K – – –
FFA
609
First Foundation Advisors
California
$233K +$9.37K +142 +4%
BJL
610
Brighton Jones LLC
Washington
$228K +$3.56K +54 +2%
CGL
611
Clarius Group LLC
Washington
$228K +$21.8K +330 +10%
NPP
612
New Potomac Partners
Maryland
$223K +$233K +3,530 New
SM
613
Sciencast Management
New Jersey
$222K -$2.42M -36,592 -91%
EN1L
614
Engine No 1 LLC
California
$219K +$228K +3,460 New
WA
615
WealthTrust Axiom
Pennsylvania
$218K – – –
S
616
SignatureFD
Georgia
$218K +$8.58K +130 +4%
BP
617
Ballentine Partners
Massachusetts
$217K -$20.9K -316 -8%
Lido Advisors
618
Lido Advisors
California
$215K +$5.94K +90 +3%
WB
619
WesBanco Bank
West Virginia
$215K +$10.8K +164 +5%
MC
620
Machina Capital
France
$215K +$224K +3,400 New
MW
621
Marcum Wealth
Ohio
$214K +$223K +3,380 New
PP
622
Patten & Patten
Tennessee
$213K -$17.8K -270 -7%
TWM
623
TriaGen Wealth Management
California
$213K – – –
CWM
624
Cornerstone Wealth Management
Missouri
$212K -$37.9K -574 -15%
BCM
625
Bayesian Capital Management
New York
$212K +$221K +3,350 New