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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
651
VERITY Wealth Advisors
United States
$1.07M – – –
FCP
652
Fidelis Capital Partners
Florida
$1.07M +$181K +1,060 +23%
QI
653
Qtron Investments
Massachusetts
$1.06M – – –
CFB
654
Cullen/Frost Bankers
Texas
$1.06M +$13K +76 +1%
ANBT
655
American National Bank & Trust
Texas
$1.06M -$337K -1,972 -25%
JSSH
656
J. Safra Sarasin Holding
$1.06M +$1.03M +6,040 New
CL
657
Choreo LLC
Illinois
$1.05M +$1.03M +6,040 New
IB
658
Intrust Bank
Kansas
$1.05M -$1.37K -8 -0.1%
O
659
Ossiam
France
$1.04M +$156K +916 +18%
S
660
SignatureFD
Georgia
$1.03M +$86.7K +508 +9%
CB
661
CNB Bank
Pennsylvania
$1.03M -$34.8K -204 -3%
9WM
662
9258 Wealth Management
Ohio
$1.02M – – –
AssetMark Inc
663
AssetMark Inc
California
$1.02M +$107K +624 +12%
FIM
664
Freedom Investment Management
Connecticut
$1.01M +$36.9K +216 +4%
LFM
665
LGT Fund Management
Liechtenstein
$1.01M +$984K +5,760 New
WA
666
Waverly Advisors
Alabama
$1,000K +$398K +2,328 +69%
PS
667
Principal Securities
Iowa
$993K +$197K +1,156 +26%
PA
668
Parallel Advisors
California
$991K +$26K +152 +3%
PP
669
Prudential plc
United Kingdom
$987K – – –
BSA
670
Braun Stacey Associates
New York
$985K +$961K +5,628 New
AFM
671
Abbot Financial Management
Massachusetts
$980K – – –
HFAS
672
Hummer Financial Advisory Services
Illinois
$980K – – –
LCM
673
LVM Capital Management
Michigan
$978K – – –
IWC
674
Integrated Wealth Concepts
Massachusetts
$976K -$136K -796 -12%
LNWWM
675
Laird Norton Wetherby Wealth Management
California
$973K -$7.51K -44 -0.8%