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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$388K -$94.1K -3,690 -17%
DWM
602
Destination Wealth Management
California
$386K +$144K +5,640 +48%
TE
603
Tema ETFs
New York
$384K -$1.22K -48 -0.3%
PP
604
Prudential plc
United Kingdom
$383K
ZIM
605
Zacks Investment Management
Illinois
$378K +$1.55K +61 +0.4%
VI
606
Vestcor Inc
New Brunswick, Canada
$378K
EPW
607
Evolve Private Wealth
California
$373K +$421K +16,514 New
PA
608
Parallel Advisors
California
$371K -$44.2K -1,733 -9%
AI
609
Atria Investments
North Carolina
$369K -$95.9K -3,761 -19%
AG
610
Ascent Group
Virginia
$366K -$395K -15,505 -49%
CAM
611
Cidel Asset Management
Ontario, Canada
$363K +$53.2K +2,087 +15%
CIA
612
Caerus Investment Advisors
Texas
$361K +$60.7K +2,381 +17%
AIP
613
Ameritas Investment Partners
Nebraska
$361K +$142K +5,553 +52%
WAN
614
Wealth Advisors Northwest
Oregon
$360K -$25 -1 -0%
PCA
615
Pallas Capital Advisors
Massachusetts
$359K +$40.3K +1,580 +11%
TIAA Trust, National Association
616
TIAA Trust, National Association
North Carolina
$356K -$28.8K -1,131 -7%
CIA
617
Capital Investment Advisors
Georgia
$356K +$6.04K +237 +2%
MB
618
MidFirst Bank
Oklahoma
$356K +$407K +15,965 New
MAS
619
Meeder Advisory Services
Ohio
$354K -$112K -4,396 -22%
O
620
Ossiam
France
$353K -$2.2M -86,434 -84%
AFW
621
Avantra Family Wealth
Pennsylvania
$352K -$169K -6,633 -30%
SF
622
Summit Financial
New Jersey
$351K +$5.63K +221 +1%
SPI
623
Strategic Planning Inc
Ohio
$349K +$790 +31 +0.2%
Bessemer Group
624
Bessemer Group
New Jersey
$347K -$176K -6,889 -31%
EFS
625
Essex Financial Services
Connecticut
$346K +$61.7K +2,422 +18%