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Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
426
Fort Point Capital Partners
California
$370K +$170K +7,740 +59%
BRWA
427
B. Riley Wealth Advisors
Florida
$365K -$84.1K -3,825 -16%
LWCFA
428
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$365K +$24.4K +1,110 +6%
WP
429
WMS Partners
Maryland
$364K +$990 +45 +0.2%
WCWM
430
Willow Creek Wealth Management
California
$364K +$451K +20,490 New
Man Group
431
Man Group
United Kingdom
$363K +$450K +20,460 New
LNC
432
Lincoln National Corp
Pennsylvania
$361K -$370K -16,800 -45%
CB
433
Commerce Bank
Missouri
$359K -$174K -7,905 -28%
AMCA
434
Arthur M. Cohen & Associates
Illinois
$356K +$1.32K +60 +0.3%
MOS
435
MGO One Seven
Ohio
$353K +$157K +7,125 +56%
WAM
436
Wealthspire Advisors (Maryland)
Maryland
$351K -$30.7K -1,395 -7%
HK
437
Horizon Kinetics
New York
$350K +$43.9K +1,995 +11%
LOAME
438
Lombard Odier Asset Management (Europe)
United Kingdom
$348K -$58.1K -2,640 -12%
PA
439
Parallel Advisors
California
$346K -$24.1K -1,095 -5%
RIM
440
Regent Investment Management
Kentucky
$343K +$426K +19,350 New
Chevy Chase Trust
441
Chevy Chase Trust
Maryland
$340K
SMFS
442
Squar Milner Financial Services
California
$340K
GW
443
GW & Wade
Massachusetts
$339K +$29.4K +1,335 +8%
MWM
444
Merriman Wealth Management
Washington
$337K +$93.4K +4,245 +29%
IIA
445
IPG Investment Advisors
California
$332K -$3.59M -163,020 -90%
NIMI
446
Natixis Investment Managers International
France
$329K +$44.5K +2,025 +12%
GC
447
Grimes & Company
Massachusetts
$328K -$72.6K -3,300 -15%
CBOA
448
Commonwealth Bank of Australia
Australia
$327K -$39.6K -1,800 -9%
FWM
449
Frontier Wealth Management
Missouri
$324K -$99K -4,500 -20%
AJ
450
Ashburton (Jersey)
Jersey
$324K +$401K +18,240 New