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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
451
Perigon Wealth Management
California
$685K +$23.6K +70 +3%
DBG
452
De Burlo Group
Massachusetts
$680K -$33.7K -100 -4%
PP
453
Paloma Partners
Connecticut
$680K +$153K +455 +21%
YIH
454
Y-Intercept (HK)
Hong Kong
$673K -$363K -1,077 -29%
BCM
455
Breiter Capital Management
Florida
$673K – – –
PA
456
Parallel Advisors
California
$661K -$358K -1,062 -30%
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$661K +$47.9K +142 +6%
BCA
458
Bay Colony Advisors
Massachusetts
$660K +$239K +710 +39%
RA
459
Resolute Advisors
California
$654K – – –
CSA
460
Cottage Street Advisors
Massachusetts
$643K -$67.4K -200 -8%
AWA
461
Alta Wealth Advisors
Massachusetts
$642K +$38.4K +114 +5%
AC
462
Allstate Corporation
Illinois
$630K -$88K -261 -10%
EPA
463
Element Pointe Advisors
Florida
$629K -$223K -661 -22%
CB
464
Commerce Bank
Missouri
$624K -$864K -2,563 -52%
LNC
465
Lincoln National Corp
Pennsylvania
$619K -$30K -89 -4%
AIL
466
AGF Investments LLC
Ontario, Canada
$619K -$13.8K -41 -2%
BCA
467
Biltmore Capital Advisors
New Jersey
$619K +$30K +89 +4%
MAFM
468
Mid Atlantic Financial Management
Pennsylvania
$613K -$5.73K -17 -0.7%
NIA
469
NIA Impact Advisors
California
$613K +$111K +330 +16%
CRWM
470
Castle Rock Wealth Management
California
$601K -$184K -547 -19%
RC
471
Rinet Company
Massachusetts
$591K +$762K +2,260 New
BIAS
472
Beacon Investment Advisory Services
New Jersey
$583K +$115K +342 +18%
EFM
473
E Fund Management
China
$580K +$748K +2,219 New
EWA
474
Exencial Wealth Advisors
Oklahoma
$575K +$407K +1,206 +121%
KA
475
Kercheville Advisors
Texas
$569K -$16.9K -50 -2%
17 18
19
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