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Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
326
Legacy Wealth Asset Management
Minnesota
$700K +$63K +626 +11%
Baird Financial Group
327
Baird Financial Group
Wisconsin
$694K +$9.96K +99 +2%
CHP
328
Cable Hill Partners
Oregon
$690K – – –
KeyBank National Association
329
KeyBank National Association
Ohio
$687K +$10.9K +108 +2%
CAM
330
Cresset Asset Management
Illinois
$685K -$9.25K -92 -1%
PAS
331
Park Avenue Securities
New York
$684K +$64.7K +643 +12%
CWM
332
Chemistry Wealth Management
New York
$676K +$619K +6,151 New
NLP
333
Next Level Private
New York
$676K +$619K +6,151 New
AWM
334
AE Wealth Management
Kansas
$675K +$292K +2,899 +89%
SCA
335
STALEY CAPITAL ADVISERS
Pennsylvania
$661K – – –
Rockefeller Capital Management
336
Rockefeller Capital Management
New York
$659K -$704 -7 -0.1%
DAM
337
Deltec Asset Management
New York
$659K – – –
Allianz Asset Management
338
Allianz Asset Management
Germany
$654K – – –
CW
339
Connectus Wealth
Ohio
$650K +$595K +5,912 New
RFC
340
Regions Financial Corp
Alabama
$641K – – –
ECM
341
ExodusPoint Capital Management
New York
$641K +$587K +5,835 New
PFSC
342
Peoples Financial Services Corp
Pennsylvania
$637K – – –
V
343
Veritable
Delaware
$633K -$44.6K -443 -7%
ANI
344
American National Insurance
Texas
$627K -$2.57M -25,560 -82%
NMIMC
345
Northwestern Mutual Investment Management Company
Wisconsin
$627K -$14.5K -144 -2%
PAG
346
Private Advisor Group
New Jersey
$619K +$37.1K +369 +7%
BCWM
347
Bartlett & Co Wealth Management
Ohio
$617K – – –
BC
348
Bartlett & Co
Ohio
$617K – – –
SAS
349
Stelac Advisory Services
New York
$612K +$36.2K +360 +7%
CGH
350
Crossmark Global Holdings
Texas
$603K -$1.18M -11,730 -68%