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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
401
Trevian Wealth Management
Massachusetts
$408K
CCM
402
Coldstream Capital Management
Washington
$402K +$5.98K +29 +2%
TMAM
403
Tokio Marine Asset Management
Japan
$397K +$63.3K +307 +20%
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$390K +$75.5K +366 +25%
GC
405
Gilbert & Cook
Iowa
$389K +$6.6K +32 +2%
CGL
406
Clarius Group LLC
Washington
$387K -$11.3K -55 -3%
QCG
407
Quadrant Capital Group
Ohio
$384K -$9.28K -45 -2%
SA
408
Syntax Advisors
New York
$375K +$9.28K +45 +3%
VCG
409
Vantage Consulting Group
Virginia
$375K +$9.28K +45 +3%
EF
410
Empowered Funds
Pennsylvania
$373K +$364K +1,767 New
MWM
411
Modera Wealth Management
New Jersey
$359K +$15.5K +75 +5%
MAS
412
Meeder Advisory Services
Ohio
$348K +$3.5K +17 +1%
ALAM
413
Asahi Life Asset Management
Japan
$336K -$26.8K -130 -8%
QPWM
414
Quadrant Private Wealth Management
Pennsylvania
$325K -$825 -4 -0.3%
AssetMark Inc
415
AssetMark Inc
California
$322K
ACM
416
Acrisure Capital Management
Texas
$321K +$313K +1,520 New
DA
417
Denali Advisors
California
$317K +$412 +2 +0.1%
IWA
418
Inspirion Wealth Advisors
Illinois
$317K -$136K -660 -31%
FL
419
Fort LP
Maryland
$316K -$125K -606 -29%
SFA
420
Sequoia Financial Advisors
Ohio
$316K +$3.92K +19 +1%
AF
421
Allworth Financial
California
$315K -$1.86K -9 -0.6%
CFG
422
Cooper Financial Group
California
$314K +$307K +1,487 New
IAN
423
Integrated Advisors Network
Texas
$312K -$412 -2 -0.1%
HA
424
Harbor Advisors
Florida
$309K
PFO
425
Pathstone Family Office
New Jersey
$308K -$5.17M -25,075 -94%