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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
801
Peterson Wealth Services
Utah
$4.2M +$271K +972 +7%
ECM
802
ExodusPoint Capital Management
New York
$4.18M +$4.41M +15,778 New
FPAS
803
Focus Partners Advisor Solutions
Missouri
$4.17M +$390K +1,397 +10%
AWM
804
Abound Wealth Management
Tennessee
$4.17M +$751K +2,690 +21%
FFM
805
Forum Financial Management
Illinois
$4.15M -$94.1K -337 -2%
YC
806
Yarbrough Capital
Tennessee
$4.14M
KAM
807
Karani Asset Management
New York
$4.14M -$495K -1,774 -10%
CIM
808
Chapman Investment Management
California
$4.14M +$33.5K +120 +0.8%
MG
809
Mather Group
Illinois
$4.13M +$1.82M +6,515 +72%
QWM
810
QP Wealth Management
New Jersey
$4.11M -$24K -86 -0.6%
LIP
811
Lighthouse Investment Partners
Florida
$4.11M +$4.33M +15,507 New
WT
812
Whittier Trust
California
$4.08M -$860K -3,079 -17%
BBHC
813
Brown Brothers Harriman & Co
New York
$4.07M +$554K +1,983 +15%
HI
814
Harbour Investments
Wisconsin
$4.07M -$3.37M -12,084 -67%
DC
815
Davenport & Co
Virginia
$4.04M -$42.4K -152 -1%
JRP
816
Jasper Ridge Partners
California
$4.04M
LFAS
817
Level Four Advisory Services
Texas
$4.03M +$395K +1,414 +10%
DC
818
DeDora Capital
California
$4.03M -$151K -540 -3%
RSWM
819
Robertson Stephens Wealth Management
California
$4.03M -$123K -439 -3%
WAM
820
Weatherly Asset Management
California
$4.01M -$41.9K -150 -1%
WA
821
Wealth Alliance
New York
$3.99M -$406K -1,453 -9%
AC
822
Avestar Capital
New York
$3.99M +$167K +597 +4%
BBL
823
Beck Bode LLC
Massachusetts
$3.98M +$254K +908 +6%
RCW
824
Rheos Capital Works
Japan
$3.98M
EPC
825
Emerson Point Capital
New York
$3.96M