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Name Holding Trade Value Shares
Change
Change in
Stake
PL
426
Perpetual Ltd
Australia
$340K +$336K +12,502 New
GAM
427
Groupama Asset Management
France
$339K -$34.9K -1,295 -9%
LOAMS
428
Lombard Odier Asset Management (Switzerland)
Switzerland
$337K +$333K +12,389 New
BFWA
429
Benchmark Financial Wealth Advisors
Florida
$335K +$646 +24 +0.2%
CFG
430
Citizens Financial Group
Rhode Island
$333K +$18.2K +678 +6%
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$329K +$1.78K +66 +0.5%
QCG
432
Quadrant Capital Group
Ohio
$322K +$2.75K +102 +0.9%
CCM
433
Coldstream Capital Management
Washington
$315K -$10.2K -379 -3%
JIC
434
Johnson Investment Counsel
Ohio
$306K -$70K -2,600 -19%
CAG
435
Crestwood Advisors Group
Massachusetts
$305K +$302K +11,232 New
BBHC
436
Brown Brothers Harriman & Co
New York
$302K +$252K +9,349 +532%
AssetMark Inc
437
AssetMark Inc
California
$302K -$21.7K -808 -7%
EP
438
Edgestream Partners
New Jersey
$301K -$163K -6,043 -35%
OL
439
Optas LLC
Texas
$295K +$45.9K +1,704 +19%
C
440
Certuity
Florida
$286K +$27.5K +1,021 +11%
CPC
441
Cookson Peirce & Co
Pennsylvania
$284K -$6.23M -231,326 -96%
EWM
442
Empirical Wealth Management
Washington
$284K +$281K +10,430 New
FGP
443
Freestone Grove Partners
California
$281K +$47.4K +1,760 +21%
Vontobel Holding
444
Vontobel Holding
Switzerland
$281K -$2.3M -85,507 -89%
JTF
445
J. Team Financial
Texas
$280K -$834 -31 -0.3%
ACM
446
Advisors Capital Management
New Jersey
$278K +$8.69K +323 +3%
PI
447
PFG Investments
New York
$270K +$377 +14 +0.1%
VSQM
448
V-Square Quantitative Management
Illinois
$268K +$265K +9,862 New
TE
449
Tema ETFs
New York
$265K -$754 -28 -0.3%
NW
450
NewEdge Wealth
Pennsylvania
$259K +$256K +9,531 New