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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
601
One Capital Management
California
$239K -$23.1K -350 -8%
RSWM
602
Robertson Stephens Wealth Management
California
$238K
SW
603
SteelPeak Wealth
California
$236K
CAGAS
604
Capital Advisory Group Advisory Services
Minnesota
$235K
LNB
605
Ledyard National Bank
$235K
FFA
606
First Foundation Advisors
California
$233K +$9.37K +142 +4%
BJL
607
Brighton Jones LLC
Washington
$228K +$3.56K +54 +2%
CGL
608
Clarius Group LLC
Washington
$228K +$21.8K +330 +10%
NPP
609
New Potomac Partners
Maryland
$223K +$233K +3,530 New
SM
610
Sciencast Management
New Jersey
$222K -$2.42M -36,592 -91%
EN1L
611
Engine No 1 LLC
California
$219K +$228K +3,460 New
WA
612
WealthTrust Axiom
Pennsylvania
$218K
S
613
SignatureFD
Georgia
$218K +$8.58K +130 +4%
BP
614
Ballentine Partners
Massachusetts
$217K -$20.9K -316 -8%
Lido Advisors
615
Lido Advisors
California
$215K +$5.94K +90 +3%
WB
616
WesBanco Bank
West Virginia
$215K +$10.8K +164 +5%
MC
617
Machina Capital
France
$215K +$224K +3,400 New
MW
618
Marcum Wealth
Ohio
$214K +$223K +3,380 New
PP
619
Patten & Patten
Tennessee
$213K -$17.8K -270 -7%
TWM
620
TriaGen Wealth Management
California
$213K
CWM
621
Cornerstone Wealth Management
Missouri
$212K -$37.9K -574 -15%
BCM
622
Bayesian Capital Management
New York
$212K +$221K +3,350 New
OAM
623
Oak Asset Management
California
$210K
GWM
624
Greenwich Wealth Management
Connecticut
$209K +$218K +3,300 New
TC
625
TownSquare Capital
Utah
$209K +$218K +3,300 New