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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
426
Empirical Wealth Management
Washington
$376K +$362K +4,833 New
PGA
427
Portland Global Advisors
Maine
$373K
QCG
428
Quadrant Capital Group
Ohio
$366K -$113K -1,502 -24%
ECM
429
Everence Capital Management
Indiana
$363K
PFGIA
430
Patriot Financial Group Insurance Agency
Massachusetts
$361K -$6K -80 -2%
PWM
431
Perigon Wealth Management
California
$353K +$116K +1,548 +52%
BP
432
Ballentine Partners
Massachusetts
$352K -$2.02K -27 -0.6%
SC
433
Syon Capital
California
$349K +$81.8K +1,092 +32%
AAM
434
Advisors Asset Management
Colorado
$349K -$99.4K -1,326 -23%
KPWS
435
Kestra Private Wealth Services
Texas
$348K +$4.5K +60 +1%
CT
436
Coastline Trust
Rhode Island
$348K
NCG
437
Newport Capital Group
New Jersey
$346K
Grantham, Mayo, Van Otterloo & Co (GMO)
438
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$345K -$4.95M -66,024 -94%
CCA
439
Cobblestone Capital Advisors
New York
$345K
FFP
440
FourThought Financial Partners
Florida
$337K +$8.09K +108 +3%
BBHC
441
Brown Brothers Harriman & Co
New York
$337K -$24.9K -332 -7%
DAM
442
Delta Asset Management
Tennessee
$336K
NWAG
443
Net Worth Advisory Group
Utah
$336K -$110K -1,473 -25%
NI
444
NDVR Inc
Massachusetts
$335K -$16K -214 -5%
P
445
Pitcairn
Pennsylvania
$335K -$279K -3,717 -46%
EMAM
446
Encompass More Asset Management
California
$330K +$318K +4,249 New
WIA
447
Wetzel Investment Advisors
Indiana
$326K
1C
448
111 Capital
France
$321K -$152K -2,031 -33%
SG
449
StoneX Group
New York
$320K +$60.4K +806 +24%
MG
450
Mather Group
Illinois
$316K