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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
451
Boston Financial Management
Massachusetts
$702K +$829K +18,749 New
WAP
452
Wealthcare Advisory Partners
Pennsylvania
$697K +$13.7K +310 +2%
IB
453
Intrust Bank
Kansas
$693K -$101K -2,280 -11%
NP
454
Ninepoint Partners
Ontario, Canada
$693K
ADL
455
Asset Dedication LLC
California
$692K +$39.5K +894 +5%
BONH
456
Bank of New Hampshire
New Hampshire
$691K -$12.6K -285 -2%
AWA
457
AmeriServ Wealth Advisors
Pennsylvania
$683K -$929 -21 -0.1%
NSIM
458
North Star Investment Management
Illinois
$682K -$20.4K -462 -2%
RC
459
Resolution Capital
Australia
$679K +$28.7K +650 +4%
OTPPB
460
Ontario Teachers' Pension Plan Board
Ontario, Canada
$674K -$1.33M -30,184 -63%
ISL
461
Ingalls & Snyder LLC
New York
$674K -$10.5K -237 -1%
LA
462
Lakeside Advisors
Washington
$671K -$4.42K -100 -0.6%
LPIC
463
LeJeune Puetz Investment Counsel
Michigan
$662K -$9.95K -225 -1%
BEI
464
Benjamin Edwards Inc
Missouri
$661K +$114K +2,570 +17%
HSA
465
HBK Sorce Advisory
Pennsylvania
$660K -$201K -4,551 -21%
MG
466
Mather Group
Illinois
$658K +$777K +17,566 New
SG
467
StoneX Group
New York
$657K -$195K -4,421 -20%
CTC
468
Central Trust Company
Missouri
$653K
PFO
469
Pathstone Family Office
New Jersey
$649K +$46.4K +1,050 +6%
DADC
470
D.A. Davidson & Co
Montana
$637K -$57.2K -1,294 -7%
AAM
471
Advisors Asset Management
Colorado
$637K +$47.1K +1,065 +7%
RIA
472
Regal Investment Advisors
Michigan
$636K +$68.9K +1,558 +10%
SFI
473
Siemens Fonds Invest
Germany
$634K -$23.7K -535 -3%
IAN
474
Integrated Advisors Network
Texas
$614K -$575 -13 -0.1%
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$614K +$50.2K +1,135 +7%