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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
AE Wealth Management
Kansas
$3.03M +$500K +9,878 +20%
RG
177
Rathbones Group
United Kingdom
$2.9M -$759K -15,000 -21%
DR
178
Davis Rea
Ontario, Canada
$2.86M -$73.3K -1,450 -2%
SWP
179
Stratos Wealth Partners
Ohio
$2.8M +$60.4K +1,194 +2%
Skandinaviska Enskilda Banken (SEB)
180
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.73M -$86.7K -1,714 -3%
DIA
181
Dean Investment Associates
Ohio
$2.7M +$51.2K +1,013 +2%
VAS
182
Vestmark Advisory Solutions
Massachusetts
$2.69M +$364K +7,195 +15%
PAG
183
Private Advisor Group
New Jersey
$2.65M +$1.39M +27,470 +108%
FB
184
Fulton Bank
Pennsylvania
$2.63M +$44.7K +884 +2%
FBT
185
First Bank & Trust
South Dakota
$2.62M +$53.1K +1,050 +2%
BCI
186
Brinker Capital Investments
Pennsylvania
$2.53M
WJWM
187
Williams Jones Wealth Management
New York
$2.53M +$6.63K +131 +0.3%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$2.53M +$69.9K +1,381 +3%
SCP
189
Shorepoint Capital Partners
Massachusetts
$2.5M +$2.53M +50,019 New
PAMS
190
Pictet Asset Management (Switzerland)
Switzerland
$2.5M +$2.52M +49,840 New
KIA
191
KCM Investment Advisors
California
$2.47M +$307K +6,064 +14%
EWA
192
Exencial Wealth Advisors
Oklahoma
$2.46M +$20.6K +408 +0.8%
AI
193
Atria Investments
North Carolina
$2.39M +$125K +2,466 +5%
CP
194
Cumberland Partners
Ontario, Canada
$2.36M +$265K +5,240 +13%
ISL
195
Ingalls & Snyder LLC
New York
$2.25M -$185K -3,649 -8%
TC
196
Tacita Capital
Ontario, Canada
$2.23M -$180K -3,555 -7%
PAS
197
Park Avenue Securities
New York
$2.19M +$42.7K +845 +2%
RAM
198
Rempart Asset Management
Canada
$2.17M -$150K -2,963 -6%
NGA
199
Naples Global Advisors
Florida
$2.16M +$142K +2,815 +7%
DAM
200
Diamant Asset Management
Connecticut
$2.09M +$2.11M +41,705 New