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Name Holding Trade Value Shares
Change
Change in
Stake
CM
576
Columbus Macro
Pennsylvania
$431K -$55.9K -139 -12%
SBSB
577
Sullivan, Bruyette, Speros & Blaney
Virginia
$422K +$226K +563 +123%
AIM
578
Allen Investment Management
New York
$420K
NNP
579
Nachman Norwood & Parrott
South Carolina
$417K
KWMG
580
King Wealth Management Group
Florida
$414K
OC
581
Oakworth Capital
Alabama
$414K
SBH
582
Segall Bryant & Hamill
Illinois
$413K
JGGDR
583
JGP Global Gestao de Recursos
Brazil
$412K -$24.1K -60 -6%
LFASL
584
Lugano Financial Advisors SA (LFA)
Switzerland
$410K
BA
585
Bristlecone Advisors
Washington
$405K
SVWAG
586
Sound View Wealth Advisors Group
Georgia
$402K -$3.22K -8 -0.8%
Bank Julius Baer & Co
587
Bank Julius Baer & Co
Switzerland
$397K -$763K -1,896 -66%
GLA
588
Great Lakes Advisors
Illinois
$396K +$2.41K +6 +0.6%
MWM
589
Mission Wealth Management
California
$395K -$53.5K -133 -12%
IAN
590
Integrated Advisors Network
Texas
$394K -$31.4K -78 -8%
OTPPB
591
Ontario Teachers' Pension Plan Board
Ontario, Canada
$394K +$383K +952 New
1WA
592
180 Wealth Advisors
Washington
$393K +$4.02K +10 +1%
AIP
593
Almanack Investment Partners
Pennsylvania
$391K +$365K +908 New
HW
594
Hancock Whitney
Mississippi
$390K -$32.2K -80 -8%
SWM
595
SVA Wealth Management
Wisconsin
$386K
CG
596
Colony Group
Massachusetts
$381K -$8.45K -21 -2%
IC
597
IEQ Capital
California
$381K +$370K +921 New
SWM
598
Segment Wealth Management
Texas
$377K
PI
599
PEAK6 Investments
Illinois
$374K -$818K -2,034 -69%
WANY
600
Wealthspire Advisors (New York)
New York
$373K -$1.21K -3 -0.3%