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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$454K +$60.5K +1,854 +14%
Marshall Wace
152
Marshall Wace
United Kingdom
$451K -$378K -11,578 -44%
BWP
153
BSW Wealth Partners
Colorado
$450K +$20.8K +637 +5%
DWM
154
Dynasty Wealth Management
Florida
$448K +$474K +14,543 New
OCM
155
Ovata Capital Management
Hong Kong
$436K +$459K +14,062 New
IIA
156
IPG Investment Advisors
California
$435K +$461K +14,122 New
AWA
157
Aaron Wealth Advisors
Illinois
$434K +$4.08K +125 +0.9%
LNWWM
158
Laird Norton Wetherby Wealth Management
California
$434K +$228 +7 +0%
TNBTD
159
Trustmark National Bank Trust Department
Mississippi
$433K -$4.37K -134 -0.9%
Canada Life
160
Canada Life
Manitoba, Canada
$431K +$620 +19 +0.1%
1WA
161
180 Wealth Advisors
Washington
$421K -$89.1K -2,730 -17%
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$417K -$128K -3,916 -22%
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$405K -$55K -1,686 -11%
STA
164
Summit Trail Advisors
New York
$405K +$22.4K +687 +6%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$398K +$157K +4,808 +67%
PFS
166
Prospera Financial Services
Texas
$395K -$16.3K -500 -4%
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$393K +$313K +9,600 +305%
RCM
168
RNC Capital Management
California
$381K +$31.3K +958 +8%
BTI
169
Blue Trust Inc
Georgia
$378K +$59.9K +1,835 +18%
KCM
170
Kathmere Capital Management
Pennsylvania
$378K +$103K +3,153 +35%
PA
171
Parallel Advisors
California
$377K +$5.87K +180 +1%
VCM
172
Versant Capital Management
Arizona
$370K -$3.46K -106 -0.9%
AI
173
Atria Investments
North Carolina
$364K +$144K +4,423 +60%
SI
174
Stephens Inc
Arkansas
$354K -$19.8K -606 -5%
Allspring Global Investments
175
Allspring Global Investments
North Carolina
$348K +$3.59K +110 +1%