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Name Holding Trade Value Shares
Change
Change in
Stake
SW
676
SVB Wealth
Massachusetts
$70.7M -$6.72M -36,604 -9%
CTC
677
Central Trust Company
Missouri
$70.6M -$1.4M -7,598 -2%
LNWWM
678
Laird Norton Wetherby Wealth Management
California
$70.5M -$426K -2,321 -0.6%
PA
679
Parallel Advisors
California
$70.5M +$4.47M +24,341 +7%
SW
680
SteelPeak Wealth
California
$70.3M -$10.3M -56,086 -13%
BCM
681
Bowie Capital Management
Texas
$70M +$13.2M +71,827 +25%
ETC
682
Exchange Traded Concepts
Oklahoma
$70M +$18M +98,052 +37%
MAM
683
Meeder Asset Management
Ohio
$69.9M +$28.4M +154,854 +75%
CPC
684
Cookson Peirce & Co
Pennsylvania
$69.7M +$44.1M +239,792 +199%
IWC
685
Integrated Wealth Concepts
Massachusetts
$69.7M -$5.39M -29,339 -8%
BCM
686
Brookstone Capital Management
Illinois
$69.5M +$5.75M +31,310 +9%
CL
687
Choreo LLC
Illinois
$69.4M +$42.9M +233,566 +196%
AOI
688
Auto-Owners Insurance
Michigan
$69.2M
TNB
689
Thomasville National Bank
Georgia
$69.1M +$677K +3,688 +1%
WB
690
WesBanco Bank
West Virginia
$69.1M -$3.32M -18,065 -5%
SCM
691
Suvretta Capital Management
New York
$68.8M -$127K -694 -0.2%
HCMG
692
Howard Capital Management Group
California
$68.7M -$308K -1,676 -0.5%
JSC
693
J. Stern & Co
United Kingdom
$68.7M +$1.81M +9,855 +3%
TCM
694
Tran Capital Management
California
$68.3M -$1.83M -9,974 -3%
HWM
695
HB Wealth Management
Georgia
$68.3M +$11.5M +62,867 +22%
ACA
696
Aptus Capital Advisors
Alabama
$68.2M +$8.81M +47,969 +16%
FCH
697
Freestone Capital Holdings
Washington
$68.2M +$2.14M +11,624 +3%
UAM
698
UAS Asset Management
New York
$68M -$571K -3,108 -0.9%
AIMCA
699
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$67.9M -$30.3M -164,920 -32%
SWM
700
Spire Wealth Management
Virginia
$67.8M -$3.41M -18,560 -5%