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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
601
Obermeyer Wealth Partners
Colorado
$364K
CCP
602
Corient Capital Partners
California
$361K +$17.8K +213 +5%
SAM
603
Strategy Asset Managers
California
$361K +$20.3K +244 +6%
WA1
604
Wimmer Associates 1
California
$360K +$9.59K +115 +3%
CA
605
Cetera Advisors
Colorado
$358K +$583 +7 +0.2%
CFO
606
Collective Family Office
Pennsylvania
$357K
PT
607
Plimoth Trust
Massachusetts
$354K -$45.8K -550 -11%
CI
608
CX Institutional
Indiana
$354K -$4.58K -55 -1%
VI
609
Versor Investments
New York
$353K +$358K +4,300 New
QSS
610
Quantitative Systematic Strategies
Florida
$353K +$359K +4,305 New
CWP
611
CFM Wealth Partners
Texas
$351K -$18.7K -224 -5%
EIP
612
Ellis Investment Partners
Pennsylvania
$351K
TW
613
TrinityPoint Wealth
Connecticut
$349K +$8.17K +98 +2%
PCM
614
Prelude Capital Management
New York
$349K +$354K +4,249 New
TWM
615
Tradition Wealth Management
Minnesota
$345K +$417 +5 +0.1%
BFM
616
Boston Financial Management
Massachusetts
$343K -$9.59K -115 -3%
BJL
617
Brighton Jones LLC
Washington
$341K +$347K +4,161 New
LNC
618
Lincoln National Corp
Pennsylvania
$340K +$10.7K +128 +3%
CTC
619
Central Trust Company
Missouri
$339K -$5.33K -64 -2%
WT
620
Washington Trust
Rhode Island
$335K
Wealthfront Advisers
621
Wealthfront Advisers
California
$334K -$12.3K -147 -3%
CGL
622
Clarius Group LLC
Washington
$332K +$250 +3 +0.1%
P
623
Pitcairn
Pennsylvania
$331K -$10.8K -129 -3%
CWP
624
Capital Wealth Planning
Florida
$331K
BONH
625
Bank of New Hampshire
New Hampshire
$329K +$335K +4,018 New