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Name Holding Trade Value Shares
Change
Change in
Stake
IGAM
401
iA Global Asset Management
Quebec, Canada
$613K +$12.9K +160 +2%
TMAM
402
Tokio Marine Asset Management
Japan
$610K +$26.4K +326 +4%
LBC
403
Leigh Baldwin & Co
New York
$606K +$420K +5,196 New
GC
404
Garde Capital
Washington
$605K -$29.6K -366 -4%
SF
405
Summit Financial
New Jersey
$600K +$623K +7,704 New
AF
406
Allworth Financial
California
$600K +$554K +6,854 +807%
SFI
407
Susquehanna Fundamental Investments
Pennsylvania
$596K -$1.54M -19,025 -71%
GC
408
Gilbert & Cook
Iowa
$596K +$13.8K +171 +2%
BJL
409
Brighton Jones LLC
Washington
$591K +$404 +5 +0.1%
BPWM
410
BCS Private Wealth Management
New Jersey
$576K +$598K +7,390 New
QI
411
Qtron Investments
Massachusetts
$571K +$367K +4,532 +162%
IFG
412
Independent Financial Group
California
$568K +$6.23K +77 +1%
DCM
413
DGS Capital Management
New Jersey
$568K +$192K +2,379 +48%
WANY
414
Wealthspire Advisors (New York)
New York
$567K +$56.3K +696 +11%
FCH
415
Freestone Capital Holdings
Washington
$560K -$1.19M -14,737 -67%
BSI
416
Bennett Selby Investments
Maine
$551K +$87.5K +1,082 +18%
UWS
417
Unique Wealth Strategies
Illinois
$546K +$567K +7,013 New
PP
418
Prudential plc
United Kingdom
$543K +$327K +4,043 +138%
BBA
419
Baader Bank Aktiengesellschaft
Germany
$542K +$59K +729 +11%
CL
420
Choreo LLC
Illinois
$533K -$16K -198 -3%
AFG
421
Atomi Financial Group
New York
$531K -$27K -334 -5%
CAM
422
Cresset Asset Management
Illinois
$531K -$284K -3,509 -34%
Truist Financial
423
Truist Financial
North Carolina
$518K +$22.6K +279 +4%
FPW
424
Fairvoy Private Wealth
Alabama
$517K -$55.4K -685 -9%
Vontobel Holding
425
Vontobel Holding
Switzerland
$517K -$74K -915 -12%