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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
601
Bank Julius Baer & Co
Switzerland
$1.5M -$428K -2,281 -21%
ISL
602
Ingalls & Snyder LLC
New York
$1.5M – – –
V
603
Veritable
Delaware
$1.49M -$85.5K -455 -5%
BONST
604
Bank of Nova Scotia Trust
Ontario, Canada
$1.48M +$1.58M +8,399 New
PA
605
Profund Advisors
Maryland
$1.47M +$69.3K +369 +5%
LW
606
Linscomb Wealth
Texas
$1.46M +$50.9K +271 +3%
STAS
607
Strong Tower Advisory Services
Minnesota
$1.46M +$571K +3,041 +58%
NWM
608
Nicola Wealth Management
British Columbia, Canada
$1.46M – – –
AP
609
AtonRa Partners
Switzerland
$1.45M -$1.65M -8,791 -52%
TPCW
610
TD Private Client Wealth
New York
$1.43M +$148K +790 +11%
Wealthfront Advisers
611
Wealthfront Advisers
California
$1.42M +$40.4K +215 +3%
LFP
612
Leeward Financial Partners
Washington
$1.41M +$244K +1,301 +19%
CAM
613
Cresset Asset Management
Illinois
$1.41M -$826K -4,395 -36%
DP
614
Dearborn Partners
Illinois
$1.41M -$19.9K -106 -1%
Carson Wealth (CWM LLC)
615
Carson Wealth (CWM LLC)
Nebraska
$1.41M +$116K +620 +8%
BCM
616
BTR Capital Management
California
$1.38M – – –
JC
617
Joho Capital
New York
$1.36M – – –
MFAM
618
Motley Fool Asset Management
Virginia
$1.34M +$30.6K +163 +2%
AF
619
Arrow Financial
New York
$1.32M – – –
O
620
Ossiam
France
$1.32M +$231K +1,228 +20%
MBT
621
Montecito Bank & Trust
California
$1.31M -$29.9K -159 -2%
CCP
622
Corient Capital Partners
California
$1.31M +$156K +833 +13%
PFA
623
Peak Financial Advisors
Colorado
$1.31M +$1.39M +7,424 New
KRSITF
624
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.3M +$128K +682 +10%
SWP
625
Stratos Wealth Partners
Ohio
$1.3M +$7.33K +39 +0.5%