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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HB Wealth Management
Georgia
$1.35M +$55.7K +5,857 +5%
Osaic Holdings
127
Osaic Holdings
Arizona
$1.3M +$109K +11,496 +10%
NA
128
NewEdge Advisors
Louisiana
$1.27M +$573K +60,234 +92%
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$1.27M +$51.3K +5,397 +5%
Corient Private Wealth
130
Corient Private Wealth
Florida
$1.26M +$98.8K +10,396 +9%
WWA
131
WCG Wealth Advisors
Nevada
$1.19M +$569K +59,884 +104%
PAS
132
Park Avenue Securities
New York
$1.16M -$492K -51,710 -31%
SC
133
Savant Capital
Illinois
$1.14M +$814K +85,646 +311%
UBS AM
134
UBS AM
Illinois
$1.13M +$1.06M +111,826 New
ECM
135
Evergreen Capital Management
Washington
$1.11M +$135K +14,170 +15%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$1.1M -$37K -3,894 -4%
S
137
SignatureFD
Georgia
$1.06M -$279K -29,311 -22%
SCM
138
Sterling Capital Management
North Carolina
$1.02M -$310K -32,597 -24%
AS
139
Altshuler Shaham
Israel
$1.01M -$74.5M -7,838,977 -99%
AAIM
140
American Assets Investment Management
California
$1.01M
CIM
141
Confluence Investment Management
Missouri
$1M +$54.6K +5,749 +6%
DWM
142
Drive Wealth Management
Utah
$1,000K +$837K +88,089 +815%
Calamos Advisors
143
Calamos Advisors
Illinois
$979K -$11.4K -1,203 -1%
SI
144
Stephens Inc
Arkansas
$967K -$19.8K -2,084 -2%
SFA
145
Sequoia Financial Advisors
Ohio
$956K +$13.6K +1,431 +2%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$953K +$896K +94,215 New
EPAM
147
Euro Pacific Asset Management
Puerto Rico
$930K -$11.1K -1,165 -1%
NW
148
NewEdge Wealth
Pennsylvania
$928K +$138K +14,528 +19%
ACM
149
Aquatic Capital Management
Illinois
$884K +$77.4K +8,145 +10%
RSWM
150
Robertson Stephens Wealth Management
California
$875K +$823K +86,571 New