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Name Holding Trade Value Shares
Change
Change in
Stake
LA
476
LBP AM
France
$760K -$59.5K -838 -7%
Nomura Holdings
477
Nomura Holdings
Japan
$756K +$849K +11,966 New
BAM
478
Belpointe Asset Management
Nevada
$744K -$54.6K -769 -6%
MC
479
Montag & Caldwell
Georgia
$742K -$5.96K -84 -0.7%
HI
480
Humankind Investments
New York
$740K +$92.4K +1,302 +13%
VEA
481
Virtus ETF Advisers
New York
$740K +$88.7K +1,250 +12%
WIS
482
Wright Investors Service
Connecticut
$719K +$213 +3 +0%
GCC
483
Guardian Capital (Canada)
Ontario, Canada
$716K -$94.2K -1,327 -10%
MWM
484
Mission Wealth Management
California
$713K +$1.35K +19 +0.2%
Vontobel Holding
485
Vontobel Holding
Switzerland
$708K -$114K -1,610 -13%
TMAM
486
Tokio Marine Asset Management
Japan
$701K +$119K +1,680 +18%
GFG
487
Greystone Financial Group
Michigan
$690K +$775K +10,922 New
SACTSONJ
488
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$683K
BAM
489
Blueshift Asset Management
New Jersey
$682K +$117K +1,653 +18%
HWM
490
Hohimer Wealth Management
Washington
$681K +$40.7K +573 +6%
V
491
Veritable
Delaware
$677K +$41.3K +582 +6%
BC
492
Brookfield Corp
Ontario, Canada
$677K +$760K +10,708 New
BP
493
Ballentine Partners
Massachusetts
$675K +$379K +5,344 +100%
AF
494
Aldebaran Financial
$669K -$277K -3,900 -27%
FIM
495
Freedom Investment Management
Connecticut
$666K -$23.4K -330 -3%
QT
496
Quantamental Technologies
New York
$659K +$290K +4,084 +64%
Cambridge Investment Research Advisors
497
Cambridge Investment Research Advisors
Iowa
$659K -$2M -28,230 -73%
S
498
SignatureFD
Georgia
$658K +$122K +1,714 +20%
SFA
499
Souders Financial Advisors
Ohio
$658K +$324K +4,562 +78%
PA
500
Pinnacle Associates
New York
$651K +$398K +5,605 +119%