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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
401
Intact Investment Management
Quebec, Canada
$711K +$707K +3,000 New
BJL
402
Brighton Jones LLC
Washington
$691K +$96.1K +408 +16%
AWM
403
Aberdeen Wealth Management
Illinois
$688K
AIM
404
Aigen Investment Management
New York
$687K +$386K +1,638 +130%
ERIM
405
Eagle Ridge Investment Management
Connecticut
$671K -$23.6K -100 -3%
FTDI
406
First Trust Direct Indexing
Massachusetts
$651K +$2.12K +9 +0.3%
BBVA
407
Banco Bilbao Vizcaya Argentaria
Spain
$634K -$88.1K -374 -12%
HCMT
408
Highland Capital Management (Tennessee)
Tennessee
$632K
RIM
409
Redpoint Investment Management
Australia
$631K
SAM
410
Silvercrest Asset Management
New York
$628K -$50K -212 -7%
AF
411
Allworth Financial
California
$620K +$8.01K +34 +1%
ECM
412
Everence Capital Management
Indiana
$612K
RE
413
RBC Europe
United Kingdom
$609K -$3.54K -15 -0.6%
V
414
Veritable
Delaware
$608K -$4.24K -18 -0.7%
LW
415
Linscomb Wealth
Texas
$600K +$596K +2,531 New
DAM
416
Doheny Asset Management
California
$593K
PP
417
Prudential plc
United Kingdom
$584K +$581K +2,465 New
IWA
418
Intercontinental Wealth Advisors
Texas
$581K +$4.95K +21 +0.9%
E
419
Ergoteles
New York
$580K +$160K +680 +39%
Nomura Holdings
420
Nomura Holdings
Japan
$571K +$575K +2,440 New
LWAC
421
Laurel Wealth Advisors (California)
California
$561K -$129K -546 -19%
JCM
422
Janney Capital Management
Pennsylvania
$561K -$8.48K -36 -2%
EF
423
Empirical Finance
Pennsylvania
$554K +$58K +246 +12%
DC
424
Davenport & Co
Virginia
$546K -$5.66K -24 -1%
AWM
425
Axxcess Wealth Management
California
$543K -$182K -774 -25%