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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Smartleaf Asset Management
Massachusetts
$456K +$302K +3,617 +143%
Lazard Asset Management
352
Lazard Asset Management
New York
$455K +$416K +4,990 +443%
SA
353
swisspartners Advisors
Switzerland
$447K -$217K -2,600 -30%
MA
354
Mutual Advisors
Nebraska
$441K +$76.2K +913 +19%
Fisher Asset Management
355
Fisher Asset Management
Washington
$438K -$65.6K -786 -12%
IAS
356
Insigneo Advisory Services
Florida
$425K -$19.1K -229 -4%
SCA
357
Snowden Capital Advisors
New York
$424K -$275K -3,299 -37%
AssetMark Inc
358
AssetMark Inc
California
$417K +$13.1K +157 +3%
WA
359
WealthTrust Axiom
Pennsylvania
$408K +$7.18K +86 +2%
HT
360
Headlands Technologies
Illinois
$405K +$453K +5,429 New
SI
361
Stephens Inc
Arkansas
$394K -$163K -1,958 -27%
OWA
362
One Wealth Advisors
California
$391K +$12.2K +146 +3%
PWG
363
Portside Wealth Group
Utah
$381K +$427K +5,114 New
APWM
364
Argonautica Private Wealth Management
Massachusetts
$376K +$27.5K +329 +7%
CCIA
365
Campbell & Co Investment Adviser
Maryland
$373K +$418K +5,007 New
CI
366
Corient IA
Florida
$373K
IWC
367
Integrated Wealth Concepts
Massachusetts
$372K -$584 -7 -0.1%
WA
368
Waverly Advisors
Alabama
$367K +$5.76K +69 +1%
TBT
369
Texas Bank & Trust
Texas
$364K
CIBC Asset Management
370
CIBC Asset Management
Ontario, Canada
$358K +$400K +4,799 New
PCS
371
Personal CFO Solutions
New Jersey
$355K +$37.6K +450 +10%
SRL
372
Scientech Research LLC
New Jersey
$355K +$177K +2,125 +81%
NPT
373
Nixon Peabody Trust
Massachusetts
$353K
RA
374
Ruggaard & Associates
Ohio
$351K -$21.8K -261 -5%
S
375
SimplyRich
California
$347K -$50.5K -605 -11%