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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
76
Laird Norton Wetherby Wealth Management
California
$225K +$220K +10,092 New
VCA
77
Verdence Capital Advisors
Maryland
$220K +$215K +9,843 New
HC
78
Henshaw Capital
Massachusetts
$212K +$208K +9,509 New
GQG Partners
79
GQG Partners
Florida
$212K +$208K +9,512 New
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$177K +$172K +7,888 New
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$156K +$7.88K +361 +5%
US Bancorp
82
US Bancorp
Minnesota
$155K +$37.7K +1,727 +33%
AssetMark Inc
83
AssetMark Inc
California
$118K +$25.8K +1,180 +29%
UBS Group
84
UBS Group
Switzerland
$116K +$11.7K +537 +12%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$106K +$62.4K +2,858 +153%
S
86
SignatureFD
Georgia
$100K +$46K +2,110 +89%
AG
87
Advisor Group
Arizona
$94K +$41.6K +1,906 +81%
PCG
88
Private Capital Group
Connecticut
$81K +$284 +13 +0.4%
LC
89
Lindbrook Capital
California
$63K +$62K +2,840 New
TPCW
90
TD Private Client Wealth
New York
$59.5K +$58.1K +2,664 New
CBT
91
Capital Bank & Trust
California
$57K -$546 -25 -1%
TAIM
92
TD Ameritrade Investment Management
Nebraska
$56K +$21.8K +998 +67%
JP Morgan Chase
93
JP Morgan Chase
New York
$54K +$39.6K +1,813 +299%
AAM
94
Advisors Asset Management
Colorado
$38.4K +$37.6K +1,721 New
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$38K +$36.9K +1,690 New
SQA
96
Simon Quick Advisors
New Jersey
$30K +$28.9K +1,322 New
CAW
97
Cornerstone Advisors (Washington)
Washington
$27K +$4.58K +210 +21%
APA
98
American Portfolios Advisors
New York
$23.5K
GT
99
Glenmede Trust
Pennsylvania
$23K +$1.31K +60 +6%
JWA
100
JFS Wealth Advisors
Pennsylvania
$22K