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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
326
Portside Wealth Group
Utah
$1.23M +$79.6K +254 +7%
CIM
327
Confluence Investment Management
Missouri
$1.22M +$13.5K +43 +1%
M
328
MOTCO
Texas
$1.21M -$9.4K -30 -0.8%
CB
329
Cadence Bank
Mississippi
$1.2M – – –
P
330
Pitcairn
Pennsylvania
$1.2M +$103K +329 +9%
RG
331
Rathbones Group
United Kingdom
$1.19M – – –
DWM
332
Dakota Wealth Management
Florida
$1.17M -$44.8K -143 -4%
RJT
333
Raymond James Trust
Florida
$1.15M +$125K +399 +12%
TPCW
334
TD Private Client Wealth
New York
$1.14M -$50.5K -161 -4%
PS
335
Principal Securities
Iowa
$1.14M +$610K +1,945 +116%
CP
336
Covenant Partners
Tennessee
$1.14M – – –
CIP
337
Convergence Investment Partners
Florida
$1.13M +$1.13M +3,600 New
GWM
338
Gibbs Wealth Management
Georgia
$1.13M +$373K +1,189 +49%
WT
339
Whittier Trust
California
$1.12M +$89K +284 +9%
SW
340
SteelPeak Wealth
California
$1.1M +$323K +1,032 +42%
CIBC Asset Management
341
CIBC Asset Management
Ontario, Canada
$1.09M +$558K +1,781 +105%
BNP Paribas Asset Management
342
BNP Paribas Asset Management
France
$1.09M +$1.09M +3,483 New
Wealth Enhancement Advisory Services
343
Wealth Enhancement Advisory Services
Minnesota
$1.09M -$84.3K -269 -7%
TFS
344
Thoroughbred Financial Services
Tennessee
$1.09M +$1.09M +3,470 New
GCA
345
Greenwood Capital Associates
South Carolina
$1.08M -$64.6K -206 -6%
Cerity Partners
346
Cerity Partners
New York
$1.07M +$304K +971 +40%
TSS
347
Two Sigma Securities
New York
$1.07M +$1.07M +3,401 New
O
348
Ossiam
France
$1.07M +$58.3K +186 +6%
NO
349
Ninety One
South Africa
$1.05M – – –
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$1.03M +$69.3K +221 +7%