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ICICI Bank

Name Holding Trade Value Shares
Change
Change in
Stake
LIP
251
Liontrust Investment Partners
United Kingdom
$580K -$581K -29,400 -50%
YWP
252
YorkBridge Wealth Partners
New York
$560K +$17.5K +887 +3%
SLI
253
Sumitomo Life Insurance
Japan
$546K -$3.95K -200 -0.7%
CG
254
Caprock Group
Idaho
$527K +$39.2K +1,986 +8%
MGWM
255
Marks Group Wealth Management
Minnesota
$523K +$71.5K +3,618 +16%
BFM
256
Boothbay Fund Management
New York
$507K +$506K +25,600 New
PCS
257
Personal CFO Solutions
New Jersey
$494K +$14.5K +733 +3%
MIFH
258
Migdal Insurance & Financial Holdings
Israel
$479K – – –
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$451K +$3.12K +158 +0.7%
DGAM
260
Desjardins Global Asset Management
Quebec, Canada
$451K +$450K +22,796 New
SFA
261
Sequoia Financial Advisors
Ohio
$436K +$435K +22,014 New
AWM
262
Altium Wealth Management
New York
$432K +$25.8K +1,308 +6%
PAS
263
Park Avenue Securities
New York
$419K +$55.8K +2,826 +15%
CCP
264
Corient Capital Partners
California
$419K +$131K +6,618 +45%
KWA
265
KCS Wealth Advisory
California
$407K -$22.5K -1,137 -5%
BRC
266
Bell Rock Capital
Delaware
$386K +$371K +18,793 New
SFFS
267
Stonehage Fleming Financial Services
Jersey
$379K – – –
WI
268
WrapManager Inc
California
$373K -$18.6K -941 -5%
GA
269
Geller Advisors
New York
$370K -$77.9K -3,940 -17%
AssetMark Inc
270
AssetMark Inc
California
$365K +$349K +17,679 +2,317%
LSAG
271
Lake Street Advisors Group
New Hampshire
$353K +$14.3K +726 +4%
ABLA
272
Alan B. Lancz & Associates
Ohio
$349K +$349K +17,655 New
PWPS
273
Pinnacle Wealth Planning Services
Ohio
$347K +$124K +6,258 +55%
OWA
274
One Wealth Advisors
California
$342K -$6.28K -318 -2%
SEC
275
Seven Eight Capital
New York
$336K -$1.11M -56,012 -77%