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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Atticus Wealth Management
Florida
$243K +$121 +1 +0.1%
KMWM
802
Keudell/Morrison Wealth Management
Oregon
$242K +$3.51K +29 +2%
CAM
803
Cidel Asset Management
Ontario, Canada
$242K +$13.1K +108 +6%
JLBC
804
J.L. Bainbridge & Co
Florida
$240K +$6.66K +55 +3%
AFG
805
Atomi Financial Group
New York
$240K +$224K +1,853 New
SCA
806
Snowden Capital Advisors
New York
$239K -$124K -1,020 -36%
CIS
807
Continental Investors Services
Washington
$239K -$2.42K -20 -1%
PWM
808
Perigon Wealth Management
California
$238K -$2.06K -17 -0.9%
MIM
809
Moseley Investment Management
Florida
$238K +$242 +2 +0.1%
SFA
810
Seneca Financial Advisors
New York
$236K – – –
Baillie Gifford & Co
811
Baillie Gifford & Co
United Kingdom
$236K -$154M -1,267,511 -100%
WC
812
Weil Company
California
$231K – – –
WA
813
Wealth Alliance
New York
$230K -$16.7K -138 -7%
GWMR
814
GC Wealth Management RIA
Massachusetts
$229K +$214K +1,769 New
AWM
815
Aprio Wealth Management
Georgia
$228K +$214K +1,766 New
AA
816
Addison Advisors
Vermont
$227K +$30K +248 +16%
PAM
817
Panagora Asset Management
Massachusetts
$226K -$1.21K -10 -0.6%
CIA
818
Concurrent Investment Advisors
Florida
$225K +$211K +1,740 New
MLL
819
Moody Lynn & Lieberson
Massachusetts
$224K -$4K -33 -2%
SWA
820
Stratos Wealth Advisors
Ohio
$224K +$363 +3 +0.2%
MM
821
MQS Management
New York
$223K +$209K +1,727 New
OQS
822
Occudo Quantitative Strategies
Florida
$223K +$208K +1,721 New
NFG
823
Nations Financial Group
Iowa
$222K +$242 +2 +0.1%
CWM
824
Chemistry Wealth Management
New York
$221K – – –
AG
825
AIA Group
Hong Kong
$221K -$13.1K -108 -6%