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Name Holding Trade Value Shares
Change
Change in
Stake
BPCA
501
Bank Pictet & Cie (Asia)
Singapore
$1.09M +$90.5K +276 +8%
NFC
502
Northeast Financial Consultants
Connecticut
$1.09M
SF
503
Synovus Financial
Georgia
$1.08M -$95.4K -291 -7%
OTPPB
504
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.08M +$910K +2,776 +264%
BPCE
505
Bank Pictet & Cie (Europe)
Germany
$1.08M +$506K +1,545 +68%
IF
506
Ironwood Financial
Arizona
$1.07M +$108K +328 +9%
EC
507
Estate Counselors
Wisconsin
$1.07M +$9.83K +30 +0.8%
CA
508
Cullinan Associates
Kentucky
$1.06M +$39.3K +120 +3%
PRC
509
Pearl River Capital
Michigan
$1.05M +$414K +1,262 +51%
GH
510
GAM Holding
Switzerland
$1.03M +$328 +1 +0%
EWM
511
Evercore Wealth Management
New York
$1.02M -$327K -998 -22%
UFF
512
USA Financial Formulas
Michigan
$1.02M +$1.18M +3,595 New
ECM
513
Everence Capital Management
Indiana
$1.01M
RCA
514
Resonant Capital Advisors
Wisconsin
$995K +$63.9K +195 +6%
DADC
515
D.A. Davidson & Co
Montana
$988K -$23.9K -73 -2%
TSWM
516
Triangle Securities Wealth Management
North Carolina
$975K -$12.5K -38 -1%
PGFC
517
Peapack-Gladstone Financial Corp
New Jersey
$972K -$101K -308 -8%
LCS
518
Levin Capital Strategies
New York
$965K
GT
519
Greenleaf Trust
Michigan
$962K +$425K +1,298 +62%
OPW
520
Oxler Private Wealth
New York
$956K
ODCM
521
Old Dominion Capital Management
Virginia
$950K -$8.52K -26 -0.8%
PCA
522
Pallas Capital Advisors
Massachusetts
$941K +$22K +67 +2%
FA
523
FDx Advisors
Illinois
$936K -$138K -420 -11%
CI Investments Inc
524
CI Investments Inc
Ontario, Canada
$930K +$276K +843 +35%
LWP
525
Lumature Wealth Partners
Georgia
$922K +$102K +310 +11%