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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
551
Industrial Alliance Investment Management
Quebec, Canada
$740K -$54.9K -191 -7%
CI
552
Cigna Investments
Connecticut
$739K -$316K -1,100 -29%
SVWAG
553
Sound View Wealth Advisors Group
Georgia
$738K -$37.7K -131 -5%
RE
554
RBC Europe
United Kingdom
$730K -$7.47K -26 -1%
HJIM
555
Henry James International Management
New York
$728K
MLA
556
My Legacy Advisors
Oregon
$714K -$5.75K -20 -0.8%
IC
557
Inverness Counsel
New York
$714K -$3.16K -11 -0.4%
BCWM
558
Bartlett & Co Wealth Management
Ohio
$707K +$6.61K +23 +0.9%
BC
559
Bartlett & Co
Ohio
$707K +$6.61K +23 +0.9%
BSB
560
Bangor Savings Bank
Maine
$706K -$43.1K -150 -5%
CC
561
Chicago Capital
Illinois
$701K
HA
562
Harbor Advisors
Florida
$674K
DADC
563
D.A. Davidson & Co
Montana
$667K -$134K -466 -16%
CP
564
Covenant Partners
Tennessee
$662K -$235K -819 -25%
AWS
565
Atria Wealth Solutions
New York
$660K +$518K +1,802 +279%
AWM
566
AE Wealth Management
Kansas
$654K +$284K +989 +69%
SPIA
567
Steward Partners Investment Advisory
New York
$632K -$29K -101 -4%
HBT
568
Hills Bank & Trust
Iowa
$625K
YWP
569
YorkBridge Wealth Partners
New York
$623K
PA
570
Profund Advisors
Maryland
$620K -$206K -715 -24%
Jacobs Levy Equity Management
571
Jacobs Levy Equity Management
New Jersey
$619K +$660K +2,297 New
CAM
572
Cresset Asset Management
Illinois
$618K -$297K -1,035 -31%
KIA
573
KCM Investment Advisors
California
$615K +$11.8K +41 +2%
AssetMark Inc
574
AssetMark Inc
California
$614K +$122K +423 +23%
WI
575
WrapManager Inc
California
$610K -$25.9K -90 -4%