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Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
451
Vontobel Holding
Switzerland
$819K +$18K +270 +2%
HWM
452
Hohimer Wealth Management
Washington
$819K +$14.4K +216 +2%
TMAM
453
Tokio Marine Asset Management
Japan
$816K +$75.6K +1,137 +11%
CC
454
Centiva Capital
New York
$811K -$439K -6,595 -36%
SW
455
SVB Wealth
Massachusetts
$808K -$21.9K -329 -3%
SMC
456
Smith, Moore & Co
Missouri
$804K -$25.9K -389 -3%
SFA
457
Souders Financial Advisors
Ohio
$792K +$2.73K +41 +0.4%
IWC
458
Integrated Wealth Concepts
Massachusetts
$790K +$218K +3,271 +40%
MWM
459
Mission Wealth Management
California
$787K -$3.86K -58 -0.5%
BCI
460
Brinker Capital Investments
Pennsylvania
$785K +$69.3K +1,042 +10%
OPS
461
Orion Portfolio Solutions
Nebraska
$785K +$69.3K +1,042 +10%
AF
462
Advisornet Financial
Minnesota
$774K +$130K +1,950 +21%
CTC
463
Central Trust Company
Missouri
$762K -$72.7K -1,093 -9%
O
464
Ossiam
France
$756K +$124K +1,857 +20%
NEI
465
Northwest & Ethical Investments
Ontario, Canada
$754K -$9.53M -143,178 -93%
PL
466
Perpetual Ltd
Australia
$744K +$258K +3,875 +56%
SACTSONJ
467
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$744K
CL
468
CSS LLC
Illinois
$744K +$66.5K +1,000 +10%
Lido Advisors
469
Lido Advisors
California
$741K -$28.9K -435 -4%
SI
470
Stephens Inc
Arkansas
$741K +$437K +6,566 +156%
S
471
SignatureFD
Georgia
$720K +$10.5K +158 +2%
BAM
472
Belpointe Asset Management
Nevada
$701K -$80.4K -1,208 -11%
GIA
473
Gateway Investment Advisers
Ohio
$698K -$6.05K -91 -0.9%
Cambridge Investment Research Advisors
474
Cambridge Investment Research Advisors
Iowa
$695K -$112K -1,686 -14%
ESCM
475
Echo Street Capital Management
New York
$677K +$246K +3,693 +60%