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Name Holding Trade Value Shares
Change
Change in
Stake
NLP
551
Next Level Private
New York
$412K +$482K +9,888 New
HIM
552
Hillsdale Investment Management
Ontario, Canada
$412K +$483K +9,900 New
APP
553
Alpha Paradigm Partners
Illinois
$411K +$480K +9,853 New
MYAM
554
Meiji Yasuda Asset Management
Japan
$410K +$50.3K +1,032 +12%
Fisher Asset Management
555
Fisher Asset Management
Washington
$403K +$100K +2,058 +27%
T
556
TOBAM
France
$402K -$4.51M -92,612 -91%
UCFA
557
United Capital Financial Advisors
Texas
$396K -$170K -3,482 -27%
BPA
558
Beacon Pointe Advisors
California
$396K -$61.2K -1,256 -12%
WJWM
559
Williams Jones Wealth Management
New York
$396K -$45.6K -935 -9%
WA1
560
Wimmer Associates 1
California
$394K
CK
561
Cohen Klingenstein
New York
$383K
CGL
562
Clarius Group LLC
Washington
$383K +$24.8K +508 +6%
DACG
563
Donor Advised Charitable Giving
California
$380K
BIA
564
Barry Investment Advisors
Massachusetts
$379K +$3.36K +69 +0.8%
SLF
565
Sun Life Financial
Ontario, Canada
$374K -$18.2K -373 -4%
ASN
566
Advisory Services Network
Georgia
$373K +$41.4K +850 +11%
SPIA
567
Steward Partners Investment Advisory
New York
$370K -$270K -5,541 -38%
LOAMS
568
Lombard Odier Asset Management (Switzerland)
Switzerland
$368K -$74K -1,519 -15%
SC
569
Savant Capital
Illinois
$368K -$42.1K -863 -9%
SFCL
570
Strengthening Families & Communities LLC
Massachusetts
$365K
CCM
571
Coldstream Capital Management
Washington
$365K +$65.2K +1,337 +18%
PGIM
572
Pacific Global Investment Management
California
$362K -$21.7K -446 -5%
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$362K +$92.2K +1,892 +28%
MMPW
574
Mitchell McLeod Pugh & Williams
Alabama
$359K
BP
575
Ballentine Partners
Massachusetts
$357K -$4.05K -83 -1%