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WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
551
Vident Advisory
Georgia
$431K -$15.8M -99,041 -97%
CM
552
Capula Management
Cayman Islands
$414K +$179K +1,119 +75%
WPC
553
White Pine Capital
Minnesota
$412K – – –
MFAM
554
Motley Fool Asset Management
Virginia
$410K -$19.2K -120 -4%
IFG
555
Independent Financial Group
California
$407K +$411K +2,573 New
GWM
556
Gibbs Wealth Management
Georgia
$397K +$136K +850 +51%
CIC
557
Carnegie Investment Counsel
Ohio
$395K -$479 -3 -0.1%
AAS
558
Avantax Advisory Services
Texas
$395K +$399K +2,498 New
WS
559
Wedbush Securities
California
$394K -$305K -1,909 -43%
LCM
560
Laurion Capital Management
New York
$390K +$394K +2,469 New
B
561
Bailard
California
$389K +$72.4K +453 +23%
BMCM
562
Bryn Mawr Capital Management
Pennsylvania
$385K -$2.56K -16 -0.7%
BP
563
Ballentine Partners
Massachusetts
$376K +$67.9K +425 +22%
PI
564
PEAK6 Investments
Illinois
$374K +$378K +2,365 New
FAFN
565
First Affirmative Financial Network
Colorado
$374K +$16.8K +105 +5%
EWM
566
Evercore Wealth Management
New York
$369K -$2.56K -16 -0.7%
BAM
567
Belpointe Asset Management
Nevada
$367K +$29.6K +185 +9%
JFG
568
Jefferies Financial Group
New York
$362K +$366K +2,293 New
BIM
569
Bridges Investment Management
Nebraska
$360K +$364K +2,280 New
BC
570
Bridgefront Capital
Texas
$353K +$357K +2,236 New
LNWWM
571
Laird Norton Wetherby Wealth Management
California
$352K +$7.03K +44 +2%
WA
572
Waverly Advisors
Alabama
$349K +$353K +2,209 New
ALAM
573
Asahi Life Asset Management
Japan
$345K +$348K +2,180 New
PCA
574
Pallas Capital Advisors
Massachusetts
$340K +$327K +2,047 New
BBHC
575
Brown Brothers Harriman & Co
New York
$339K +$82.1K +514 +31%
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