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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
651
Abbrea Capital
California
$213K +$211K +854 New
O
652
Ossiam
France
$212K -$3.08M -12,419 -94%
FHA
653
First Horizon Advisors
Tennessee
$212K +$71.8K +290 +51%
JFA
654
Johanson Financial Advisors
California
$212K +$210K +850 New
JWCA
655
J.W. Coons Advisors
Ohio
$211K +$210K +847 New
B
656
Bailard
California
$208K +$206K +832 New
BCPWM
657
Bradley & Co Private Wealth Management
Florida
$203K – – –
BMCM
658
Burns Matteson Capital Management
New York
$203K +$201K +812 New
CFA
659
Cahill Financial Advisors
Minnesota
$200K +$198K +800 New
BJL
660
Brighton Jones LLC
Washington
$200K +$198K +801 New
CA
661
Clearstead Advisors
Ohio
$189K – – –
EI
662
Ellevest Inc
New York
$186K +$44.8K +181 +32%
WWM
663
Wolff Wiese Magana
California
$185K – – –
MIFH
664
Migdal Insurance & Financial Holdings
Israel
$183K – – –
FMT
665
First Mercantile Trust
Tennessee
$179K +$28.5K +115 +19%
WTC
666
WhitTier Trust Company
Nevada
$158K +$156K +632 New
ETC
667
Exchange Traded Concepts
Oklahoma
$134K -$150K -607 -53%
GWM
668
Geneos Wealth Management
Colorado
$126K – – –
SOW
669
State of Wyoming
Wyoming
$122K -$79.2K -320 -40%
GRP
670
Global Retirement Partners
California
$120K +$248 +1 +0.2%
SBL
671
Sargent Bickham Lagudis
Colorado
$119K -$8.67K -35 -7%
NFG
672
Next Financial Group
Texas
$115K -$3.71K -15 -3%
HWM
673
HighMark Wealth Management
Minnesota
$115K – – –
BCA
674
Berman Capital Advisors
Georgia
$110K +$44.6K +180 +67%
HI
675
Harbour Investments
Wisconsin
$108K -$650K -2,625 -86%
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