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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
401
Choate Investment Advisors
Massachusetts
$570K -$1.32M -15,200 -69%
SAG
402
SageView Advisory Group
California
$566K -$71.7K -827 -11%
BBNA
403
Bremer Bank National Association
Minnesota
$548K
MYAM
404
Meiji Yasuda Asset Management
Japan
$548K -$3.21K -37 -0.6%
SC
405
Sepio Capital
Utah
$547K
BIA
406
BHK Investment Advisors
Alabama
$541K -$23.8K -275 -4%
IWC
407
Integrated Wealth Concepts
Massachusetts
$538K +$109K +1,261 +25%
SCM
408
Shelton Capital Management
Colorado
$537K -$27K -311 -5%
PFW
409
Petros Family Wealth
Minnesota
$534K +$549K +6,332 New
CB
410
Commerce Bank
Missouri
$525K -$1.47K -17 -0.3%
SWP
411
Stratos Wealth Partners
Ohio
$521K +$347 +4 +0.1%
KPWS
412
Kestra Private Wealth Services
Texas
$521K +$41.6K +480 +8%
BCM
413
Buckhead Capital Management
Georgia
$504K
WS
414
Wela Strategies
Georgia
$501K +$283K +3,262 New
Bank of Nova Scotia
415
Bank of Nova Scotia
Ontario, Canada
$501K -$196K -2,256 -28%
FTWA
416
Fifth Third Wealth Advisors
Ohio
$500K -$6.93K -80 -1%
XT
417
XTX Topco
Cayman Islands
$499K -$842K -9,713 -62%
VA
418
Vident Advisory
Georgia
$496K -$450K -5,187 -47%
BLC
419
Brown, Lisle/Cummings
Rhode Island
$495K +$155K +1,791 +44%
SPIA
420
Steward Partners Investment Advisory
New York
$488K -$780 -9 -0.2%
6F
421
626 Financial
Michigan
$487K
IFU
422
iSAM Funds (UK)
United Kingdom
$479K -$1.19M -13,707 -71%
EWA
423
EP Wealth Advisors
California
$475K +$114K +1,320 +31%
Janus Henderson Group
424
Janus Henderson Group
$474K
LF
425
Lantz Financial
Illinois
$467K +$433 +5 +0.1%