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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
376
Congress Wealth Management
Massachusetts
$14.3M +$1.09M +4,373 +9%
FLPIM
377
F.L. Putnam Investment Management
Massachusetts
$14.3M +$447K +1,791 +3%
Wealthfront Advisers
378
Wealthfront Advisers
California
$14.2M -$822K -3,295 -6%
HNB
379
Huntington National Bank
Ohio
$14.1M -$308K -1,236 -2%
AAS
380
Avantax Advisory Services
Texas
$14.1M +$1.96M +7,868 +18%
PA
381
Profund Advisors
Maryland
$14M +$2.23M +8,927 +21%
RHAM
382
Round Hill Asset Management
California
$13.9M -$334K -1,340 -3%
PFO
383
Pathstone Family Office
New Jersey
$13.8M +$8.91M +35,717 +266%
AI
384
Atria Investments
North Carolina
$13.8M +$2.89M +11,565 +29%
BCM
385
Bridgeway Capital Management
Texas
$13.7M -$3.6M -14,445 -22%
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$13.7M -$652K -2,614 -5%
KPWS
387
Kestra Private Wealth Services
Texas
$13.5M +$605K +2,424 +5%
BFS
388
Bard Financial Services
Connecticut
$13.5M -$68.6K -275 -0.5%
WJWM
389
Williams Jones Wealth Management
New York
$13.4M -$1.66M -6,644 -12%
SI
390
Stephens Inc
Arkansas
$13.4M -$560K -2,242 -4%
PAG
391
Private Advisor Group
New Jersey
$13.3M -$237K -949 -2%
KWM
392
Kingsview Wealth Management
Oregon
$13.3M +$1.09M +4,376 +10%
GIBU
393
Gulf International Bank (UK)
United Kingdom
$13.1M -$1.28M -5,136 -10%
BCIM
394
British Columbia Investment Management
British Columbia, Canada
$13.1M +$79.6K +319 +0.7%
OKSA
395
O'Keefe Stevens Advisory
New York
$13M +$142K +571 +1%
BG
396
Bellevue Group
Switzerland
$13M +$5.28M +21,163 +77%
WT
397
Washington Trust
Rhode Island
$13M -$88.6K -355 -0.7%
CTC
398
Central Trust Company
Missouri
$12.9M -$860K -3,448 -7%
YDMI
399
Y.D. More Investments
Israel
$12.7M -$130K -522 -1%
CCB
400
Country Club Bank
Missouri
$12.6M -$1.72M -6,874 -13%