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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
651
Paradigm Asset Management
New York
$430K
BPCE
652
Bank Pictet & Cie (Europe)
Germany
$429K +$23.9K +103 +5%
AP
653
Americana Partners
Texas
$428K +$465K +2,004 New
PI
654
PFG Investments
New York
$424K -$232 -1 -0.1%
GT
655
Greenleaf Trust
Michigan
$424K +$9.97K +43 +2%
EFM
656
E Fund Management
China
$420K +$96K +414 +27%
GC
657
Garde Capital
Washington
$417K
MGIA
658
Moneta Group Investment Advisors
Missouri
$411K -$232 -1 -0.1%
CWA
659
Clarity Wealth Advisors
California
$409K -$8.12K -35 -2%
CCS
660
Concentric Capital Strategies
Connecticut
$406K -$454K -1,959 -51%
AWM
661
Avior Wealth Management
Nebraska
$405K
PWM
662
Perigon Wealth Management
California
$399K -$5.33K -23 -1%
AP
663
Adero Partners
California
$399K +$232 +1 +0.1%
KPWS
664
Kestra Private Wealth Services
Texas
$399K +$126K +544 +41%
TBWA
665
Three Bridge Wealth Advisors
California
$398K
ASN
666
Advisory Services Network
Georgia
$396K -$96K -414 -18%
FTDI
667
First Trust Direct Indexing
Massachusetts
$394K +$15.1K +65 +4%
BC
668
Bridgefront Capital
Texas
$393K +$424K +1,827 New
AIM
669
Aspen Investment Management
Michigan
$391K +$172K +742 +69%
BW
670
BIP Wealth
Georgia
$391K +$422K +1,818 New
ECM
671
Evergreen Capital Management
Washington
$385K
CP
672
Covenant Partners
Tennessee
$384K
PAI
673
Pittenger & Anderson Inc
Nebraska
$384K
AFA
674
Abacus FCF Advisors
Florida
$382K +$412K +1,777 New
FIM
675
Fernwood Investment Management
Massachusetts
$377K