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Name Holding Trade Value Shares
Change
Change in
Stake
BIG
601
Brooklyn Investment Group
New York
$159K +$42K +220 +33%
CI Investments Inc
602
CI Investments Inc
Ontario, Canada
$158K -$24.6K -129 -13%
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$155K +$22.9K +120 +16%
UBP
604
Union Bancaire Privee
Switzerland
$144K -$7.77M -40,656 -98%
Lazard Asset Management
605
Lazard Asset Management
New York
$140K -$95.3K -499 -39%
UB
606
UMB Bank
Missouri
$127K +$3.44K +18 +3%
SPIA
607
Steward Partners Investment Advisory
New York
$126K +$3.63K +19 +3%
WA
608
Whipplewood Advisors
Colorado
$124K +$3.57M +18,662 +2,446%
CCM
609
CAAS Capital Management
New York
$121K +$128K +670 New
PCM
610
Penserra Capital Management
California
$118K -$62.7K -328 -33%
BTI
611
Blue Trust Inc
Georgia
$116K +$65.5K +343 +114%
PPC
612
Park Place Capital
Alabama
$115K -$2.1K -11 -2%
WPWM
613
Western Pacific Wealth Management
Illinois
$112K
C
614
Covestor
United Kingdom
$106K -$18.7K -98 -14%
MG
615
Mather Group
Illinois
$101K +$6.69K +35 +7%
Northwestern Mutual Wealth Management
616
Northwestern Mutual Wealth Management
Wisconsin
$93.7K -$64K -335 -39%
CI
617
CX Institutional
Indiana
$92K +$97.4K +510 New
SCM
618
Sterling Capital Management
North Carolina
$84.5K -$342K -1,789 -79%
WTC
619
WhitTier Trust Company
Nevada
$79.6K
VIS
620
Vega Investment Solutions
France
$73.5K +$78K +408 New
FHA
621
First Horizon Advisors
Tennessee
$73.1K -$25.4K -133 -25%
IIM
622
Intact Investment Management
Quebec, Canada
$72.1K +$76.4K +400 New
WF
623
Wayfinding Financial
Washington
$70K +$75.3K +394 New
PWA
624
Physician Wealth Advisors
Utah
$69.9K +$9.74K +51 +15%
HNB
625
Huntington National Bank
Ohio
$65.4K +$28.7K +150 +70%