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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
251
Corient Private Wealth
Florida
$217K +$1.06K +44 +0.4%
P
252
&Partners
Tennessee
$214K +$35.9K +1,497 +18%
IWC
253
Integrated Wealth Concepts
Massachusetts
$213K -$624 -26 -0.3%
BCM
254
Bayesian Capital Management
New York
$213K +$238K +9,900 New
Fiera Capital (Canada)
255
Fiera Capital (Canada)
Quebec, Canada
$205K
VWM
256
Venturi Wealth Management
Texas
$203K +$35.6K +1,482 +19%
VSQM
257
V-Square Quantitative Management
Illinois
$160K
SPIA
258
Steward Partners Investment Advisory
New York
$157K +$33.3K +1,389 +23%
PAM
259
Parvin Asset Management
South Dakota
$155K
AAP
260
Arax Advisory Partners
Colorado
$148K +$49.5K +2,061 +43%
BGC
261
Beutel, Goodman & Co
Ontario, Canada
$142K -$7.25K -302 -4%
DI
262
DKRT Investments
$138K
OP
263
Oslo Pensjonsforsikring
$118K +$57.6K +2,400 +77%
CF
264
Centaurus Financial
California
$118K -$24.2K -1,007 -16%
HI
265
Harbour Investments
Wisconsin
$109K +$10.7K +445 +10%
US Bancorp
266
US Bancorp
Minnesota
$102K -$165K -6,875 -59%
NS
267
NBC Securities
Alabama
$98.3K -$19.8K -827 -15%
BG
268
Bollard Group
Massachusetts
$96K +$936 +39 +0.9%
TPCW
269
TD Private Client Wealth
New York
$95.5K -$29.8K -1,241 -22%
EWA
270
EverSource Wealth Advisors
Alabama
$84.9K -$58.6K -2,444 -38%
PA
271
Parallel Advisors
California
$77.5K -$22.5K -936 -21%
API
272
Asset Planning Inc
California
$76.2K
MFP
273
Meramec Financial Planners
Missouri
$73.9K -$38.3K -1,594 -31%
RhumbLine Advisers
274
RhumbLine Advisers
Massachusetts
$71.1K +$9.24K +385 +13%
FFA
275
Farther Finance Advisors
California
$70.2K -$3.89K -162 -5%