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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
551
Sentry Investment Management
Wisconsin
$83K
GRP
552
Global Retirement Partners
California
$82.4K +$54.6K +422 +174%
Los Angeles Capital Management
553
Los Angeles Capital Management
California
$79.6K +$81.3K +628 New
IIM
554
Intact Investment Management
Quebec, Canada
$74.4K +$77.6K +600 New
SPIA
555
Steward Partners Investment Advisory
New York
$72.2K +$388 +3 +0.5%
UB
556
UMB Bank
Missouri
$67.3K +$2.72K +21 +4%
CIAM
557
Caitong International Asset Management
Hong Kong
$66.9K -$23.6K -182 -25%
WA
558
WPG Advisers
Maryland
$65.5K -$22.4K -173 -25%
GKIM
559
GW&K Investment Management
Massachusetts
$62K +$23.6K +182 +58%
TCOT
560
Trust Company of Toledo
Ohio
$59.9K
Northwestern Mutual Wealth Management
561
Northwestern Mutual Wealth Management
Wisconsin
$57.7K -$7.38K -57 -11%
PWA
562
Physician Wealth Advisors
Utah
$54.1K +$6.21K +48 +12%
OIAM
563
OFI Invest Asset Management
France
$53.4K -$38K -294 -41%
WTC
564
WhitTier Trust Company
Nevada
$53K -$1.94K -15 -3%
Jones Financial Companies
565
Jones Financial Companies
Missouri
$52K -$32.7K -253 -38%
OL
566
OneFund LLC
Florida
$50K +$2.72K +21 +5%
BBHC
567
Brown Brothers Harriman & Co
New York
$42.8K +$11.9K +92 +36%
BWA
568
Basecamp Wealth Advisors
Washington
$42.8K +$44.6K +345 New
W
569
WealthCollab
Washington
$39.6K
QL
570
Quarry LP
New York
$38.1K -$12.7K -98 -24%
RF
571
Rossby Financial
Florida
$38.1K +$2.98K +23 +8%
GEA
572
Glen Eagle Advisors
New Jersey
$37.2K
TFIPS
573
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.2K
CA
574
Crewe Advisors
Utah
$37.1K +$906 +7 +2%
PPC
575
Park Place Capital
Alabama
$36.5K -$39.9K -308 -51%