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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$1.44M -$278K -544 -15%
ERIC
252
Eagle Rock Investment Company
Georgia
$1.41M +$8.68K +17 +0.6%
Cerity Partners
253
Cerity Partners
New York
$1.4M -$3.08M -6,038 -67%
PWS
254
Peloton Wealth Strategists
Indiana
$1.37M +$1.51M +2,955 New
TAM
255
Tealwood Asset Management
Minnesota
$1.35M -$4.59K -9 -0.3%
BT
256
Banque Transatlantique
France
$1.34M +$2.55K +5 +0.2%
SWA
257
Sax Wealth Advisors
New Jersey
$1.32M +$1.02K +2 +0.1%
ETCM
258
Evolutionary Tree Capital Management
Virginia
$1.28M -$1.27M -2,483 -47%
CIP
259
Cornerstone Investment Partners
Georgia
$1.26M +$301K +590 +28%
X
260
Xponance
Pennsylvania
$1.25M +$2.55K +5 +0.2%
SC
261
Sepio Capital
Utah
$1.25M -$511 -1 -0%
DE
262
Defiance ETFs
New York
$1.25M +$527K +1,032 +63%
UBP
263
Union Bancaire Privee
Switzerland
$1.23M -$665K -1,302 -40%
EI
264
Ethic Inc
New York
$1.22M -$157K -307 -10%
PCM
265
Penserra Capital Management
California
$1.22M +$502K +984 +60%
IWC
266
Integrated Wealth Concepts
Massachusetts
$1.19M -$261K -511 -17%
SC
267
SummitTX Capital
Texas
$1.19M -$180K -353 -12%
T
268
Tableaux
Massachusetts
$1.19M -$45.4K -89 -3%
HSBC Holdings
269
HSBC Holdings
United Kingdom
$1.18M +$1.31M +2,567 New
AFAS
270
Acorn Financial Advisory Services
Virginia
$1.17M -$511 -1 -0%
TCBWMS
271
Texas Capital Bank Wealth Management Services
Texas
$1.16M
RAM
272
Ramirez Asset Management
New York
$1.15M -$511 -1 -0%
MAG
273
MRA Advisory Group
New Jersey
$1.13M +$1.25M +2,446 New
DC
274
Davenport & Co
Virginia
$1.11M -$429K -841 -26%
PA
275
PFG Advisors
Arizona
$1.11M +$8.17K +16 +0.7%