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Name Holding Trade Value Shares
Change
Change in
Stake
GI
276
Gradient Investments
Minnesota
$488K -$127K -573 -23%
TW
277
Traveka Wealth
California
$487K +$31.2K +141 +8%
GCM
278
Gallacher Capital Management
Colorado
$486K +$443 +2 +0.1%
AQR Capital Management
279
AQR Capital Management
Connecticut
$484K +$425K +1,922 New
Lido Advisors
280
Lido Advisors
California
$483K +$107K +484 +34%
PCM
281
Parsons Capital Management
Rhode Island
$479K
KOMWMG
282
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$473K -$21.9K -99 -5%
KTM
283
Keeler Thomas Management
Utah
$472K
APWM
284
Argonautica Private Wealth Management
Massachusetts
$472K -$39K -176 -9%
WI
285
Wintrust Investments
Illinois
$471K -$282K -1,275 -41%
AAS
286
Avantax Advisory Services
Texas
$468K -$24.1K -109 -6%
BFG
287
Berger Financial Group
Minnesota
$460K +$31K +140 +8%
1WA
288
180 Wealth Advisors
Washington
$459K +$10.4K +47 +3%
CCM
289
Coldstream Capital Management
Washington
$458K +$104K +469 +35%
WPC
290
Wedmont Private Capital
Pennsylvania
$454K +$54.4K +246 +15%
OL
291
Optas LLC
Texas
$454K +$29.7K +134 +8%
ATIA
292
American Trust Investment Advisors
New Hampshire
$448K
TSS
293
Two Sigma Securities
New York
$447K +$393K +1,776 New
AWM
294
Aberdeen Wealth Management
Illinois
$446K +$66.4K +300 +20%
TPI
295
Trust Point Inc
Wisconsin
$444K +$390K +1,764 New
BCM
296
Bayesian Capital Management
New York
$443K -$207K -937 -35%
TPCW
297
TD Private Client Wealth
New York
$437K +$21.9K +99 +6%
X
298
Xponance
Pennsylvania
$434K +$5.98K +27 +2%
KeyBank National Association
299
KeyBank National Association
Ohio
$432K -$127K -574 -25%
BHC
300
Bowen Hanes & Co
Florida
$432K