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Name Holding Trade Value Shares
Change
Change in
Stake
FC
451
Farringdon Capital
United Kingdom
$397K +$388K +4,918 New
AG
452
AlTi Global
New York
$397K
SAG
453
SageView Advisory Group
California
$396K +$13.6K +172 +4%
FCM
454
FJ Capital Management
Virginia
$388K +$379K +4,799 New
PGA
455
Portland Global Advisors
Maine
$387K +$5.92K +75 +2%
AWA
456
Arkadios Wealth Advisors
Georgia
$383K +$375K +4,746 New
PFGIA
457
Patriot Financial Group Insurance Agency
Massachusetts
$381K +$4.74K +60 +1%
SI
458
Seeds Investor
New York
$381K -$15.3K -194 -4%
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$380K +$88.9K +1,125 +31%
BBHC
460
Brown Brothers Harriman & Co
New York
$377K
ECM
461
Everence Capital Management
Indiana
$377K
FIM
462
Freedom Investment Management
Connecticut
$371K -$29.4K -372 -7%
TWM
463
Tripletail Wealth Management
Florida
$368K +$419K +5,302 New
BP
464
Ballentine Partners
Massachusetts
$368K -$120K -1,519 -25%
AF
465
Allworth Financial
California
$367K +$183K +2,322 +104%
BMA
466
Brooks Moore & Associates
Tennessee
$366K -$7.9K -100 -2%
NI
467
NDVR Inc
Massachusetts
$366K +$11.5K +145 +3%
CT
468
Coastline Trust
Rhode Island
$361K
AA
469
ALPS Advisors
Colorado
$360K +$4.26K +54 +1%
NCG
470
Newport Capital Group
New Jersey
$359K
NRD
471
Nebula Research & Development
New York
$358K +$350K +4,437 New
CCA
472
Cobblestone Capital Advisors
New York
$358K
AFCM
473
Applied Finance Capital Management
Puerto Rico
$358K -$14.3K -181 -4%
KPWS
474
Kestra Private Wealth Services
Texas
$357K +$349K +4,419 New
SLAM
475
Swiss Life Asset Management
$350K +$131K +1,663 +62%