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Name Holding Trade Value Shares
Change
Change in
Stake
CHP
326
Cable Hill Partners
Oregon
$690K
KeyBank National Association
327
KeyBank National Association
Ohio
$687K +$10.9K +108 +2%
CAM
328
Cresset Asset Management
Illinois
$685K -$9.25K -92 -1%
PAS
329
Park Avenue Securities
New York
$684K +$64.7K +643 +12%
CWM
330
Chemistry Wealth Management
New York
$676K +$619K +6,151 New
NLP
331
Next Level Private
New York
$676K +$619K +6,151 New
AWM
332
AE Wealth Management
Kansas
$675K +$292K +2,899 +89%
SCA
333
STALEY CAPITAL ADVISERS
Pennsylvania
$661K
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$659K -$704 -7 -0.1%
DAM
335
Deltec Asset Management
New York
$659K
Allianz Asset Management
336
Allianz Asset Management
Germany
$654K
CW
337
Connectus Wealth
Ohio
$650K +$595K +5,912 New
RFC
338
Regions Financial Corp
Alabama
$641K
ECM
339
ExodusPoint Capital Management
New York
$641K +$587K +5,835 New
PFSC
340
Peoples Financial Services Corp
Pennsylvania
$637K
V
341
Veritable
Delaware
$633K -$44.6K -443 -7%
ANI
342
American National Insurance
Texas
$627K -$2.57M -25,560 -82%
NMIMC
343
Northwestern Mutual Investment Management Company
Wisconsin
$627K -$14.5K -144 -2%
PAG
344
Private Advisor Group
New Jersey
$619K +$37.1K +369 +7%
BCWM
345
Bartlett & Co Wealth Management
Ohio
$617K
BC
346
Bartlett & Co
Ohio
$617K
SAS
347
Stelac Advisory Services
New York
$612K +$36.2K +360 +7%
CGH
348
Crossmark Global Holdings
Texas
$603K -$1.18M -11,730 -68%
S
349
Seeyond
France
$589K
AWM
350
Avior Wealth Management
Nebraska
$558K