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Name Holding Trade Value Shares
Change
Change in
Stake
MGP
401
Metis Global Partners
California
$610K +$576K +4,369 New
AM
402
AGF Management
Ontario, Canada
$609K +$576K +4,362 New
SFFS
403
Stonehage Fleming Financial Services
Jersey
$601K +$567K +4,300 New
KAS
404
Kestra Advisory Services
Texas
$597K +$33.4K +253 +6%
IWA
405
Icon Wealth Advisors
Texas
$572K -$98K -743 -16%
CT
406
Chicago Trust
Illinois
$560K +$39.6K +300 +8%
Nomura Holdings
407
Nomura Holdings
Japan
$559K +$528K +4,001 New
SIM
408
Sentry Investment Management
Wisconsin
$557K -$108K -817 -17%
MYAM
409
Meiji Yasuda Asset Management
Japan
$550K -$419K -3,173 -45%
Squarepoint
410
Squarepoint
New York
$534K +$504K +3,819 New
CFB
411
Cullen/Frost Bankers
Texas
$531K +$6.46K +49 +1%
BMSSC
412
B. Metzler seel. Sohn & Co
Germany
$525K +$17K +129 +4%
Wealth Enhancement Advisory Services
413
Wealth Enhancement Advisory Services
Minnesota
$525K -$92.6K -702 -16%
IA
414
IFP Advisors
Florida
$508K +$3.04K +23 +0.6%
CT
415
ClearAlpha Technologies
Connecticut
$498K +$471K +3,568 New
GT
416
Greenleaf Trust
Michigan
$498K +$31K +235 +7%
IWC
417
Integrated Wealth Concepts
Massachusetts
$495K +$13.1K +99 +3%
DT
418
Diversified Trust
Tennessee
$491K +$396 +3 +0.1%
BC
419
Bridgefront Capital
Texas
$485K +$458K +3,469 New
AFCM
420
Applied Finance Capital Management
Puerto Rico
$463K +$438K +3,316 New
UWS
421
Unique Wealth Strategies
Illinois
$463K
RJT
422
Raymond James Trust
Florida
$421K -$60.7K -460 -13%
HA
423
Harbor Advisors
Florida
$419K
QIM
424
Quantitative Investment Management
Virginia
$411K +$389K +2,946 New
MFAM
425
Motley Fool Asset Management
Virginia
$404K -$2.51K -19 -0.7%