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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
451
Daymark Wealth Partners
Ohio
$349K +$364K +2,880 New
BCV
452
Banque Cantonale Vaudoise
Switzerland
$347K +$363K +2,871 New
GWM
453
Gibbs Wealth Management
Georgia
$347K +$362K +2,866 New
FSA
454
Franklin Street Advisors
North Carolina
$344K +$130K +1,027 +56%
DILIC
455
Dai-ichi Life Insurance Company
Japan
$344K
VIM
456
Vinva Investment Management
Australia
$342K +$365K +2,888 New
KCP
457
Kera Capital Partners
California
$340K +$114K +906 +48%
MCM
458
MAI Capital Management
Ohio
$332K +$239K +1,893 +223%
IAS
459
Insigneo Advisory Services
Florida
$329K -$113K -897 -25%
Canada Pension Plan Investment Board
460
Canada Pension Plan Investment Board
Ontario, Canada
$328K -$632K -5,000 -65%
SPIA
461
Steward Partners Investment Advisory
New York
$327K +$142K +1,120 +71%
RHJA
462
Rice Hall James & Associates
California
$327K -$7.2K -57 -2%
EWM
463
Empirical Wealth Management
Washington
$326K +$106K +838 +45%
NPF
464
Norris Perne & French
Michigan
$322K -$62.3K -493 -16%
SIM
465
Studio Investment Management
Illinois
$322K +$17.8K +141 +6%
SFA
466
Sequoia Financial Advisors
Ohio
$321K -$2.26M -17,881 -87%
PP
467
Prudential plc
United Kingdom
$321K
CWM
468
Centric Wealth Management
Illinois
$321K -$24.6K -195 -8%
WJWM
469
Williams Jones Wealth Management
New York
$319K -$11K -87 -3%
PWG
470
Portside Wealth Group
Utah
$315K +$63.6K +503 +24%
CPCPP
471
Canada Post Corporation Pension Plan
Canada
$306K
BHCM
472
Brevan Howard Capital Management
Jersey
$306K -$7.08M -56,005 -96%
CL
473
Choreo LLC
Illinois
$300K -$3.29K -26 -1%
DADC
474
D.A. Davidson & Co
Montana
$298K +$311K +2,462 New
IWC
475
Integrated Wealth Concepts
Massachusetts
$297K +$310K +2,454 New