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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
326
Doheny Asset Management
California
$619K
WAP
327
Wealthcare Advisory Partners
Pennsylvania
$616K +$329K +4,085 +158%
CIM
328
CIM Investment Management
Pennsylvania
$615K +$535K +6,658 New
CAM
329
Cresset Asset Management
Illinois
$613K -$37.4K -465 -7%
JWM
330
Jupiter Wealth Management
Colorado
$611K -$7.64K -95 -2%
WAM
331
Weatherly Asset Management
California
$611K +$532K +6,617 New
Cerity Partners
332
Cerity Partners
New York
$601K -$200K -2,485 -28%
AAS
333
Avantax Advisory Services
Texas
$601K +$210K +2,608 +67%
RCM
334
Radnor Capital Management
Pennsylvania
$597K
PA
335
Parallel Advisors
California
$593K -$8.52K -106 -2%
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$588K
TNA
337
True North Advisors
Texas
$582K +$507K +6,300 New
WWM
338
WT Wealth Management
Arizona
$572K -$116K -1,440 -19%
SI
339
Stephens Inc
Arkansas
$568K +$205K +2,554 +71%
VC
340
Voit & Company
Wisconsin
$559K +$141K +1,750 +41%
BG
341
Bollard Group
Massachusetts
$557K
OAM
342
Oppenheimer Asset Management
New York
$545K +$86.6K +1,077 +22%
SMDAM
343
Sumitomo Mitsui DS Asset Management
Japan
$533K +$3.54K +44 +0.8%
FNBT
344
FineMark National Bank & Trust
Florida
$533K +$24.1K +300 +5%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$528K +$233K +2,897 +103%
Nomura Holdings
346
Nomura Holdings
Japan
$521K +$452K +5,626 New
ALAM
347
Asahi Life Asset Management
Japan
$519K +$452K +5,620 New
SFO
348
Stokes Family Office
Louisiana
$518K +$14.5K +180 +3%
Axa
349
Axa
France
$517K +$450K +5,600 New
GCP
350
GSA Capital Partners
United Kingdom
$515K +$25.3K +315 +6%