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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
551
Williams Jones Wealth Management
New York
$991K +$255K +4,060 +40%
RIA
552
Realta Investment Advisors
Delaware
$985K -$690 -11 -0.1%
SC
553
Scotia Capital
Ontario, Canada
$979K +$606K +9,658 +226%
LPIC
554
LeJeune Puetz Investment Counsel
Michigan
$976K
LOAMS
555
Lombard Odier Asset Management (Switzerland)
Switzerland
$973K -$168K -2,671 -16%
RIG
556
Ramiah Investment Group
Wisconsin
$969K -$4.08K -65 -0.5%
ACM
557
AlphaStar Capital Management
North Carolina
$967K +$69K +1,100 +9%
ISL
558
Ingalls & Snyder LLC
New York
$960K -$19.4K -310 -2%
GT
559
Greenleaf Trust
Michigan
$955K -$24.5K -391 -3%
CIA
560
Choate Investment Advisors
Massachusetts
$955K +$251 +4 +0%
EI
561
EDMP Inc
Florida
$952K
EI
562
Ethic Inc
New York
$951K +$199K +3,169 +31%
OBGC
563
O'Brien Greene & Co
Pennsylvania
$930K +$61.5K +980 +8%
LAM
564
L2 Asset Management
Massachusetts
$920K -$4.77K -76 -0.6%
MIAN
565
Mariner Independent Advisor Network
Kansas
$919K +$28.2K +450 +4%
FDCDDQ
566
Federation des caisses Desjardins du Quebec
Quebec, Canada
$918K -$3.07M -48,911 -79%
KC
567
Knuff & Co
California
$885K
CI Investments Inc
568
CI Investments Inc
Ontario, Canada
$882K -$13.5K -216 -2%
OWM
569
Opes Wealth Management
California
$876K +$564 +9 +0.1%
GLA
570
Great Lakes Advisors
Illinois
$869K -$50.7K -809 -6%
BC
571
Barnett & Company
Tennessee
$865K +$78.4K +1,250 +11%
PSUF
572
People's United Financial
Connecticut
$861K +$82.6K +1,317 +12%
RGC
573
Roberts, Glore & Co
Illinois
$857K -$25.4K -405 -3%
MAM
574
Meeder Asset Management
Ohio
$855K -$799K -12,733 -51%
KPWS
575
Kestra Private Wealth Services
Texas
$851K +$7.34K +117 +1%