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Name Holding Trade Value Shares
Change
Change in
Stake
TPW
376
Talon Private Wealth
Florida
$3.31M +$3.26M +4,484 New
PCA
377
Pallas Capital Advisors
Massachusetts
$3.29M -$93.2K -128 -3%
CCM
378
Coldstream Capital Management
Washington
$3.28M -$51.7K -71 -2%
BCM
379
Brookstone Capital Management
Illinois
$3.27M -$45.1K -62 -1%
PSC
380
Prentiss Smith & Co
Vermont
$3.27M -$337K -463 -9%
OAC
381
OMERS Administration Corp
Ontario, Canada
$3.25M +$637K +875 +25%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.24M +$368K +506 +13%
PWM
383
Perigon Wealth Management
California
$3.19M +$2.64M +3,633 +527%
JF
384
Jump Financial
Illinois
$3.19M +$2.39M +3,285 +317%
ACM
385
Alpha Capital Management
Texas
$3.19M +$3.14M +4,319 New
CG
386
Caprock Group
Idaho
$3.17M +$772K +1,061 +33%
Vontobel Holding
387
Vontobel Holding
Switzerland
$3.17M -$1.13M -1,556 -27%
TFP
388
Tilia Fiduciary Partners
North Carolina
$3.14M +$107K +147 +4%
LCWM
389
Legacy Capital Wealth Management
Texas
$3.08M -$229K -314 -7%
AAIS
390
ABN AMRO Investment Solutions
$3.03M -$42.9K -59 -1%
MFAM
391
Motley Fool Asset Management
Virginia
$3.02M +$2.09M +2,872 +236%
KAS
392
Kestra Advisory Services
Texas
$3M -$835K -1,147 -22%
EI
393
Ecofi Investissements
France
$2.99M -$4.4M -6,050 -60%
GT
394
Glenmede Trust
Pennsylvania
$2.97M -$5.23M -7,184 -64%
IGAM
395
iA Global Asset Management
Quebec, Canada
$2.97M +$670K +920 +30%
QCG
396
Quadrant Capital Group
Ohio
$2.97M +$10.9K +15 +0.4%
IA
397
IFC Advisors
California
$2.96M -$19.7K -27 -0.7%
BJL
398
Brighton Jones LLC
Washington
$2.95M +$2.91M +4,001 New
VAS
399
Vestmark Advisory Solutions
Massachusetts
$2.89M +$252K +346 +10%
VA
400
VestGen Advisors
Illinois
$2.88M +$1.64M +2,258 +264%