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Name Holding Trade Value Shares
Change
Change in
Stake
LM
126
Lincluden Management
Ontario, Canada
$6.38M -$88.2K -640 -1%
LSWM
127
Lorne Steinberg Wealth Management
Canada
$6.36M +$1.81M +13,125 +35%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$6.25M +$6.81M +49,446 +30,335%
William Blair & Company
129
William Blair & Company
Illinois
$6.2M +$1.19M +8,610 +21%
AC
130
Addenda Capital
Quebec, Canada
$6.2M +$1.47M +10,637 +28%
CAC
131
Core Alternative Capital
Georgia
$6.16M -$1.08M -7,863 -14%
Cerity Partners
132
Cerity Partners
New York
$5.97M -$1.17M -8,503 -15%
BWM
133
Bulltick Wealth Management
Florida
$5.97M +$867K +6,295 +15%
HPC
134
HM Payson & Co
Maine
$5.91M -$707K -5,134 -10%
SCTC
135
Sanibel Captiva Trust Company
Florida
$5.89M -$384K -2,790 -6%
AI
136
Atria Investments
North Carolina
$5.82M -$13.6K -99 -0.2%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$5.75M -$1.88M -13,647 -23%
AMBIA
138
Allen Mooney & Barnes Investment Advisors
Georgia
$5.74M +$246K +1,786 +4%
AAM
139
AR Asset Management
California
$5.67M
MCM
140
MAI Capital Management
Ohio
$5.59M -$6.33M -45,925 -51%
RSVP
141
Ramsay Stattman Vela & Price
Colorado
$5.54M -$297K -2,157 -5%
PWLP
142
Prio Wealth Limited Partnership
Massachusetts
$5.54M -$1.64M -11,906 -21%
SBWIC
143
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.49M +$855K +6,206 +17%
Creative Planning
144
Creative Planning
Kansas
$5.42M -$913K -6,626 -13%
SHA
145
Seneca House Advisors
Virginia
$5.32M -$10.2K -74 -0.2%
KAS
146
Kestra Advisory Services
Texas
$5.18M -$562K -4,080 -9%
QT
147
Quantbot Technologies
New York
$5.13M +$5.42M +39,336 +2,940%
FPFS
148
First Personal Financial Services
North Carolina
$5.12M +$128K +926 +2%
Federated Hermes
149
Federated Hermes
Pennsylvania
$5.07M +$5.54M +40,218 New
TWC
150
TD Waterhouse Canada
Ontario, Canada
$5.06M +$161K +1,170 +3%