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Name Holding Trade Value Shares
Change
Change in
Stake
VI
426
Vestcor Inc
New Brunswick, Canada
$314K +$4.21K +39 +1%
DWM
427
Drive Wealth Management
Utah
$313K -$121K -1,120 -28%
LSA
428
Lion Street Advisors
Texas
$308K +$36.6K +339 +13%
E
429
Ergoteles
New York
$304K +$311K +2,880 New
IWM
430
IHT Wealth Management
Illinois
$302K +$36.8K +341 +14%
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$301K -$50.6K -469 -14%
API
432
Advisor Partners II
California
$299K +$305K +2,829 New
MCM
433
Manchester Capital Management
Vermont
$295K – – –
BWP
434
BSW Wealth Partners
Colorado
$291K +$49K +454 +20%
Baird Financial Group
435
Baird Financial Group
Wisconsin
$290K -$225K -2,088 -43%
MMPW
436
Mitchell McLeod Pugh & Williams
Alabama
$290K – – –
TCM
437
Tributary Capital Management
Nebraska
$288K – – –
ATC
438
Argent Trust Co
Tennessee
$279K +$2.05K +19 +0.7%
SW
439
SVB Wealth
Massachusetts
$278K +$283K +2,622 New
BC
440
Barnett & Company
Tennessee
$275K +$281K +2,604 New
Assenagon Asset Management
441
Assenagon Asset Management
Luxembourg
$274K +$280K +2,593 New
BAAM
442
Baker Avenue Asset Management
California
$272K +$540 +5 +0.2%
CT
443
Cambridge Trust
Massachusetts
$268K – – –
PA
444
Parallel Advisors
California
$266K +$18.2K +169 +7%
CI Investments Inc
445
CI Investments Inc
Ontario, Canada
$260K -$6.58K -61 -2%
IAA
446
Ironsides Asset Advisors
North Carolina
$259K – – –
KWM
447
Kingsview Wealth Management
Oregon
$256K -$154K -1,431 -37%
P
448
Pitcairn
Pennsylvania
$256K -$5.4K -50 -2%
CGL
449
Clarius Group LLC
Washington
$255K +$260K +2,412 New
GC
450
Gratus Capital
Georgia
$254K – – –