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Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
651
Wescott Financial Advisory Group
Pennsylvania
$924K -$12.7K -44 -1%
VWM
652
Vertrix Wealth Management
Michigan
$912K +$84.8K +294 +10%
Vontobel Holding
653
Vontobel Holding
Switzerland
$910K -$198K -686 -18%
HCM
654
Hengehold Capital Management
Ohio
$908K -$241K -836 -21%
AO
655
Advisor OS
Illinois
$898K +$43.5K +151 +5%
OFG
656
OmniStar Financial Group
North Carolina
$892K +$68K +236 +8%
HFM
657
Hartford Funds Management
Pennsylvania
$890K +$9.8K +34 +1%
AS
658
Aware Super
Australia
$888K -$3.85M -13,355 -81%
TPM
659
Triasima Portfolio Management
Quebec, Canada
$885K -$224K -776 -20%
AWM
660
Avior Wealth Management
Nebraska
$883K -$694K -2,406 -44%
CIG
661
Cullen Investment Group
Louisiana
$881K +$1.73K +6 +0.2%
FTWA
662
Fifth Third Wealth Advisors
Ohio
$880K +$75.2K +261 +9%
UBP
663
Union Bancaire Privee
Switzerland
$879K +$141K +490 +19%
BB
664
Busey Bank
Illinois
$871K -$4.9K -17 -0.5%
MIM
665
Miller Investment Management
Pennsylvania
$862K
WPC
666
Wedmont Private Capital
Pennsylvania
$859K -$18.4K -64 -2%
MA
667
Mutual Advisors
Nebraska
$857K +$15.3K +53 +2%
BFM
668
Boothbay Fund Management
New York
$857K +$274K +951 +46%
PIMJS
669
PKO Investment Management Joint-Stock
Poland
$849K +$231K +800 +36%
PP
670
Prudential plc
United Kingdom
$847K -$91.1K -316 -10%
CRI
671
Commonwealth Retirement Investments
Virginia
$844K
Connor, Clark & Lunn Investment Management (CC&L)
672
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$841K
SG
673
Somerset Group
Minnesota
$837K
GCA
674
Genesee Capital Advisors
New York
$829K -$947K -3,286 -53%
SC
675
SummitTX Capital
Texas
$829K +$844K +2,929 New