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Name Holding Trade Value Shares
Change
Change in
Stake
AP
526
Appleton Partners
Massachusetts
$911K -$3.87K -16 -0.4%
WF
527
WoodTrust Financial
Wisconsin
$911K
CAM
528
Cresset Asset Management
Illinois
$894K +$3.63K +15 +0.4%
BWM
529
BAM Wealth Management
Colorado
$888K -$84.1K -348 -9%
WA
530
Waverly Advisors
Alabama
$874K +$20.3K +84 +2%
MOS
531
MGO One Seven
Ohio
$873K +$532K +2,200 +170%
PWM
532
Perigon Wealth Management
California
$855K +$74.9K +310 +10%
EWA
533
EP Wealth Advisors
California
$841K -$66.7K -276 -8%
LRPA
534
L. Roy Papp & Associates
Arizona
$839K -$4.83K -20 -0.6%
SWP
535
Sagespring Wealth Partners
Tennessee
$835K +$57.1K +236 +8%
VAS
536
Vestmark Advisory Solutions
Massachusetts
$830K +$158K +654 +25%
PAG
537
Private Advisor Group
New Jersey
$820K -$23.9K -99 -3%
HIA
538
Harbor Investment Advisory
Maryland
$820K +$484 +2 +0.1%
EWM
539
Empirical Wealth Management
Washington
$818K +$74K +306 +10%
EPW
540
Evolve Private Wealth
California
$812K +$9.43K +39 +1%
BTW
541
Boston Trust Walden
Massachusetts
$800K
GT
542
Greenleaf Trust
Michigan
$796K +$19.1K +79 +3%
SOS
543
Silver Oak Securities
Tennessee
$796K +$36.5K +151 +5%
AF
544
Allworth Financial
California
$786K +$105K +436 +16%
SFI
545
Siemens Fonds Invest
Germany
$777K -$74.2K -307 -9%
AWM
546
Apollon Wealth Management
South Carolina
$770K +$11.6K +48 +2%
TG
547
TCW Group
California
$770K +$967 +4 +0.1%
BP
548
Ballentine Partners
Massachusetts
$768K +$18.9K +78 +3%
GC
549
Gilbert & Cook
Iowa
$760K -$7.5K -31 -1%
QWM
550
Quadcap Wealth Management
Texas
$759K