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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
301
Laird Norton Wetherby Wealth Management
California
$310K +$9.42K +228 +3%
CM
302
Capital Management
Virginia
$308K
VFP
303
Verus Financial Partners
Virginia
$306K +$50.3K +1,218 +19%
KA
304
Kintegral Advisory
New York
$306K -$16.6K -401 -5%
CWM
305
Chesapeake Wealth Management
Virginia
$296K
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$291K +$14.3K +345 +5%
AM
307
AGF Management
Ontario, Canada
$283K +$284K +6,883 New
DAM
308
Derbend Asset Management
Georgia
$282K +$2.56K +62 +0.9%
ACA
309
Aptus Capital Advisors
Alabama
$282K +$284K +6,864 New
BA
310
Bridgewater Associates
Connecticut
$282K -$1.78M -43,197 -86%
CCA
311
Checchi Capital Advisers
California
$281K +$37.3K +904 +15%
ACM
312
Ashford Capital Management
Delaware
$280K
Wealthfront Advisers
313
Wealthfront Advisers
California
$279K +$281K +6,792 New
AIMCA
314
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$275K +$277K +6,700 New
Corient Private Wealth
315
Corient Private Wealth
Florida
$270K +$272K +6,576 New
GLLW
316
Graves Light Lenhart Wealth
Virginia
$261K
SS
317
Simplicity Solutions
Minnesota
$261K +$262K +6,346 New
BFG
318
Bleakley Financial Group
New Jersey
$260K +$2.89K +70 +1%
ACP
319
Arcus Capital Partners
Georgia
$259K +$120K +2,905 +86%
Baird Financial Group
320
Baird Financial Group
Wisconsin
$253K +$38.4K +929 +18%
SPIA
321
Steward Partners Investment Advisory
New York
$251K -$97.7K -2,364 -28%
KIA
322
KCM Investment Advisors
California
$246K -$2.6K -63 -1%
BOM
323
Bank of Marin
California
$246K
BP
324
Ballentine Partners
Massachusetts
$241K +$242K +5,859 New
LCM
325
Landscape Capital Management
New Jersey
$240K +$241K +5,845 New