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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
526
Jones Financial Companies
Missouri
$166K +$104K +5,876 +246%
Bank Julius Baer & Co
527
Bank Julius Baer & Co
Switzerland
$160K -$8.31K -470 -7%
IGAM
528
iA Global Asset Management
Quebec, Canada
$151K -$5.93M -335,510 -98%
CFGS
529
Concourse Financial Group Securities
Alabama
$150K +$9.84K +556 +8%
AIP
530
Ameritas Investment Partners
Nebraska
$149K – – –
PFA
531
Pathway Financial Advisers
Indiana
$141K +$7.68K +434 +7%
FFA
532
Frazier Financial Advisors
Ohio
$140K +$76.1K +4,300 +160%
IAIM
533
International Assets Investment Management
Florida
$140K +$123K +6,965 New
WSFS
534
Wilmington Savings Fund Society
Delaware
$139K +$122K +6,921 New
SOW
535
State of Wyoming
Wyoming
$112K +$98.6K +5,575 New
DB
536
Danske Bank
Denmark
$110K – – –
CT
537
Colonial Trust
South Carolina
$109K +$26.4K +1,494 +38%
SAM
538
Smartleaf Asset Management
Massachusetts
$109K +$66.5K +3,760 +223%
FFA
539
Farther Finance Advisors
California
$109K -$831 -47 -0.9%
Kovitz Investment Group Partners
540
Kovitz Investment Group Partners
Illinois
$106K +$500K +28,246 New
EWM
541
Evermay Wealth Management
Virginia
$106K – – –
ICM
542
Islay Capital Management
Texas
$104K – – –
MG
543
Mather Group
Illinois
$102K -$16.3K -920 -15%
CIA
544
Cape Investment Advisory
Georgia
$101K +$884 +50 +1%
FDCDDQ
545
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.4K +$73K +4,125 +604%
TPCW
546
TD Private Client Wealth
New York
$92.5K +$3.86K +218 +5%
CJL
547
Cyrus J. Lawrence
New York
$91K +$80.3K +4,541 New
FNWA
548
Financial Network Wealth Advisors
Utah
$85.7K +$5.91K +334 +8%
PFBT
549
Parkside Financial Bank & Trust
Missouri
$81.5K +$1.5K +85 +2%
GM
550
GeoWealth Management
Illinois
$80.8K +$71.2K +4,026 New