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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1251
Wealthstreet Investment Advisors
Texas
$201K
RG
1252
Rikoon Group
New Mexico
$201K +$6.04K +25 +3%
CCMW
1253
Cypress Capital Management (Wyoming)
Wyoming
$200K -$3.62K -15 -2%
CQS
1254
Credential Qtrade Securities
$197K -$51.9K -215 -20%
PVH
1255
Psagot Value Holdings
Israel
$197K +$94.6K +392 +82%
TL
1256
TrueWealth LLC
Georgia
$195K +$37.7K +156 +22%
Ninety One (UK)
1257
Ninety One (UK)
United Kingdom
$190K
BWM
1258
BerganKDV Wealth Management
Minnesota
$188K
IUHSA
1259
Itau Unibanco Holding S.A.
Brazil
$188K +$50.9K +211 +33%
BHWM
1260
Bay Harbor Wealth Management
Maryland
$183K +$195K +807 New
AC
1261
Avestar Capital
New York
$181K -$14.5K -60 -6%
PCTC
1262
Perkins Coie Trust Company
Washington
$181K
SHJ
1263
Sharkey, Howes & Javer
Colorado
$181K
Carson Wealth (CWM LLC)
1264
Carson Wealth (CWM LLC)
Nebraska
$176K +$16.9K +70 +10%
CAL
1265
Capital Advisors Ltd
Ohio
$172K +$12.1K +50 +7%
AssetMark Inc
1266
AssetMark Inc
California
$166K +$52.9K +219 +43%
IDBONY
1267
Israel Discount Bank of New York
New York
$163K -$72.4K -300 -29%
MCM
1268
MV Capital Management
Maryland
$158K
AF
1269
Advisornet Financial
Minnesota
$157K -$29.9K -124 -15%
QCG
1270
Quadrant Capital Group
Ohio
$156K -$17.1K -71 -9%
WANY
1271
Wealthspire Advisors (New York)
New York
$152K +$162K +673 New
MWA
1272
Meridian Wealth Advisors
Texas
$144K +$154K +637 New
JA
1273
JOYN Advisors
Georgia
$141K +$10.4K +43 +7%
CYG
1274
Clean Yield Group
Vermont
$140K +$149K +619 New
ACS
1275
Archford Capital Strategies
Illinois
$138K