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Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
626
Marietta Investment Partners
Wisconsin
$669K – – –
TG
627
TCW Group
California
$667K +$653K +4,411 New
CAG
628
Crestwood Advisors Group
Massachusetts
$666K +$28.9K +195 +5%
WP
629
Woodline Partners
California
$665K -$4.41M -29,763 -87%
PWG
630
Portside Wealth Group
Utah
$654K +$73.2K +494 +13%
BRM
631
Boston Research & Management
Massachusetts
$654K – – –
JSSH
632
J. Safra Sarasin Holding
$653K -$226K -1,523 -26%
KCM
633
Kathmere Capital Management
Pennsylvania
$650K +$13.8K +93 +2%
GPA
634
Garrison Point Advisors
California
$649K -$53.3K -360 -8%
TE
635
Tema ETFs
New York
$647K -$1.78K -12 -0.3%
HCM
636
Howland Capital Management
Massachusetts
$642K -$593 -4 -0.1%
PMFA
637
Plante Moran Financial Advisors
Michigan
$640K -$14.8K -100 -2%
WPC
638
Wedmont Private Capital
Pennsylvania
$640K +$40.6K +274 +7%
LCG
639
Lakeshore Capital Group
Illinois
$636K +$17.9K +121 +3%
CAAM
640
Cornerstone Advisors Asset Management
Pennsylvania
$635K -$37.3K -252 -6%
HIP
641
Harrell Investment Partners
Texas
$634K +$2.37K +16 +0.4%
SP
642
Stablepoint Partners
Massachusetts
$632K -$2.81K -19 -0.5%
RIA
643
Richwood Investment Advisors
Ohio
$629K – – –
PHAM
644
Palisades Hudson Asset Management
Florida
$627K – – –
AMM
645
American Money Management
California
$627K +$133K +898 +28%
AFG
646
Atomi Financial Group
New York
$623K +$51.8K +350 +9%
AWM
647
Arista Wealth Management
Nevada
$622K – – –
PA
648
Profund Advisors
Maryland
$621K -$49.2K -332 -7%
NA
649
Navellier & Associates
Nevada
$621K +$2.81K +19 +0.5%
EWM
650
Empirical Wealth Management
Washington
$617K +$106K +713 +21%
24 25
26
27 28