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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
651
Pallas Capital Advisors
Massachusetts
$222K +$190K +769 New
SBH
652
Segall Bryant & Hamill
Illinois
$219K – – –
RSS
653
Rosenblum Silverman Sutton
California
$217K – – –
CL
654
CSS LLC
Illinois
$216K – – –
AC
655
Abbrea Capital
California
$213K +$211K +854 New
O
656
Ossiam
France
$212K -$3.08M -12,419 -94%
FHA
657
First Horizon Advisors
Tennessee
$212K +$71.8K +290 +51%
JFA
658
Johanson Financial Advisors
California
$212K +$210K +850 New
JWCA
659
J.W. Coons Advisors
Ohio
$211K +$210K +847 New
B
660
Bailard
California
$208K +$206K +832 New
BCPWM
661
Bradley & Co Private Wealth Management
Florida
$203K – – –
BMCM
662
Burns Matteson Capital Management
New York
$203K +$201K +812 New
CFA
663
Cahill Financial Advisors
Minnesota
$200K +$198K +800 New
BJL
664
Brighton Jones LLC
Washington
$200K +$198K +801 New
CA
665
Clearstead Advisors
Ohio
$189K – – –
EI
666
Ellevest Inc
New York
$186K +$44.8K +181 +32%
WWM
667
Wolff Wiese Magana
California
$185K – – –
MIFH
668
Migdal Insurance & Financial Holdings
Israel
$183K – – –
FMT
669
First Mercantile Trust
Tennessee
$179K +$28.5K +115 +19%
WTC
670
WhitTier Trust Company
Nevada
$158K +$156K +632 New
ETC
671
Exchange Traded Concepts
Oklahoma
$134K -$150K -607 -53%
GWM
672
Geneos Wealth Management
Colorado
$126K – – –
SOW
673
State of Wyoming
Wyoming
$122K -$79.2K -320 -40%
GRP
674
Global Retirement Partners
California
$120K +$248 +1 +0.2%
SBL
675
Sargent Bickham Lagudis
Colorado
$119K -$8.67K -35 -7%