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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
476
Venturi Wealth Management
Texas
$70.5K +$27.5K +142 +80%
SPIA
477
Steward Partners Investment Advisory
New York
$68.9K
DP
478
Denver PWM
Colorado
$66.3K -$5.04K -26 -8%
AAG
479
Accordant Advisory Group
Maryland
$66.1K
BF
480
BOK Financial
Oklahoma
$65.4K +$58.2K +300 New
CI Investments Inc
481
CI Investments Inc
Ontario, Canada
$65K +$36.1K +186 +171%
AAP
482
Arax Advisory Partners
Colorado
$63.9K +$20.4K +105 +57%
AIM
483
Anchor Investment Management
South Carolina
$62.8K
SIM
484
Sentry Investment Management
Wisconsin
$57K
LC
485
Lindbrook Capital
California
$55.3K +$1.75K +9 +4%
NSIM
486
North Star Investment Management
Illinois
$49.1K
HNB
487
Huntington National Bank
Ohio
$48.4K +$2.52K +13 +6%
FPF
488
First Pacific Financial
Washington
$44K -$29.1K -150 -43%
CWC
489
Carolinas Wealth Consulting
North Carolina
$44K
WTA
490
Washington Trust Advisors
Massachusetts
$44K
CJ
491
Caitlin John
Michigan
$43.4K +$18.6K +96 +120%
TPCW
492
TD Private Client Wealth
New York
$43.4K -$3.88K -20 -9%
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$42.1K -$2.13K -11 -5%
PCWA
494
Pacific Capital Wealth Advisors
California
$42.1K
CFGS
495
Concourse Financial Group Securities
Alabama
$40.3K -$22.5K -116 -39%
WTC
496
WhitTier Trust Company
Nevada
$40.1K -$194 -1 -0.5%
WT
497
Whittier Trust
California
$38.3K
UOTTAIMCU
498
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$37.7K
CI
499
Cordant Inc
Oregon
$37K
SOW
500
State of Wyoming
Wyoming
$34.6K -$106K -549 -78%