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Name Holding Trade Value Shares
Change
Change in
Stake
JSSH
226
J. Safra Sarasin Holding
$395K +$17.9K +326 +5%
CF
227
Canoe Financial
Alberta, Canada
$386K -$37.2K -677 -9%
RWM
228
Ritholtz Wealth Management
New York
$381K +$375K +6,821 New
N
229
Natixis
France
$376K -$1.09M -19,768 -75%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$371K +$12K +218 +3%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$360K -$22.3K -406 -6%
ECM
232
Evergreen Capital Management
Washington
$357K
BHPW
233
Beverly Hills Private Wealth
California
$351K -$29.5K -537 -8%
SAM
234
Silvercrest Asset Management
New York
$345K
BFS
235
Baskin Financial Services
Ontario, Canada
$340K -$74.7K -1,360 -18%
JAM
236
JCIC Asset Management
Ontario, Canada
$339K +$5.49K +100 +2%
PE
237
PCM Encore
Colorado
$329K
BEI
238
Benjamin Edwards Inc
Missouri
$320K +$32K +582 +11%
OP
239
Oslo Pensjonsforsikring
$317K +$313K +5,700 New
AFG
240
Atomi Financial Group
New York
$314K +$20.9K +381 +7%
KWM
241
Kingsview Wealth Management
Oregon
$306K +$29.2K +532 +11%
William Blair & Company
242
William Blair & Company
Illinois
$304K
CG
243
Caprock Group
Idaho
$303K +$298K +5,428 New
ASN
244
Advisory Services Network
Georgia
$290K +$10.9K +199 +4%
VWM
245
Venturi Wealth Management
Texas
$288K +$283K +5,155 New
P
246
&Partners
Tennessee
$285K -$219K -3,984 -44%
FFM
247
Fullerton Fund Management
Singapore
$273K +$269K +4,900 New
AWM
248
Aprio Wealth Management
Georgia
$272K +$32.4K +589 +14%
HighTower Advisors
249
HighTower Advisors
Illinois
$268K +$32.4K +590 +14%
Focus Partners Wealth
250
Focus Partners Wealth
Massachusetts
$265K +$261K +4,754 New