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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Confluence Wealth Management
Oregon
$532K -$50.8K -182 -7%
IWP
627
Icon Wealth Partners
Texas
$530K +$75K +269 +17%
JCM
628
Jacobi Capital Management
Pennsylvania
$528K – – –
SWA
629
SFMG Wealth Advisors
Texas
$525K -$12.3K -44 -2%
PA
630
Parallel Advisors
California
$523K +$15.9K +57 +3%
SW
631
SVB Wealth
Massachusetts
$523K +$295K +1,058 +135%
ALAM
632
Asahi Life Asset Management
Japan
$522K +$220K +790 +75%
HIIFS
633
Harel Insurance Investments & Financial Services
Israel
$521K +$203K +728 +66%
Westfield Capital Management
634
Westfield Capital Management
Massachusetts
$520K – – –
HIM
635
Hillsdale Investment Management
Ontario, Canada
$518K – – –
CIBC World Market
636
CIBC World Market
Ontario, Canada
$517K -$1.65M -5,929 -76%
LNC
637
Lincoln National Corp
Pennsylvania
$516K +$70.8K +254 +16%
PFG
638
PAX Financial Group
Texas
$516K +$98.2K +352 +24%
HFG
639
Heron Financial Group
New York
$514K -$12.6K -45 -2%
CIBC Private Wealth Group
640
CIBC Private Wealth Group
Georgia
$512K +$503K +1,804 New
Nomura Holdings
641
Nomura Holdings
Japan
$507K -$14.9M -53,592 -97%
ONB
642
Old National Bancorp
Indiana
$503K -$109K -391 -18%
JCIA
643
Jackson Creek Investment Advisors
Colorado
$503K +$495K +1,773 New
AIM
644
Alhambra Investment Management
Florida
$499K +$490K +1,758 New
AAS
645
Avantax Advisory Services
Texas
$497K +$489K +1,753 New
PL
646
Plancorp LLC
Missouri
$488K +$480K +1,721 New
PM
647
Parametrica Management
Hong Kong
$479K -$18.7K -67 -4%
CI Investments Inc
648
CI Investments Inc
Ontario, Canada
$476K +$92.3K +331 +25%
CAN
649
Cetera Advisor Networks
California
$475K -$41.3K -148 -8%
CPIA
650
Cornell Pochily Investment Advisors
New York
$475K -$6.97K -25 -1%