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Name Holding Trade Value Shares
Change
Change in
Stake
TPW
351
Transatlantique Private Wealth
New York
$398K
BP
352
Ballentine Partners
Massachusetts
$397K +$47.5K +1,226 +12%
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$396K -$4.99K -129 -1%
Zurich Cantonal Bank
354
Zurich Cantonal Bank
Switzerland
$385K +$186K +4,795 +76%
NA
355
NewEdge Advisors
Louisiana
$384K +$145K +3,750 +51%
VA
356
Vident Advisory
Georgia
$382K +$60.8K +1,572 +17%
PFS
357
Prospect Financial Services
New York
$379K +$163K +4,205 +62%
HS
358
HighVista Strategies
Massachusetts
$374K -$135K -3,500 -25%
IFG
359
Independent Financial Group
California
$372K +$70.6K +1,825 +20%
TSW
360
Three Seasons Wealth
Utah
$370K +$413K +10,676 New
MICM
361
Matthews International Capital Management
California
$368K -$753K -19,462 -65%
DWA
362
Douglass Winthrop Advisors
New York
$368K -$411K -10,630 -50%
IFWM
363
Institute for Wealth Management
Colorado
$365K +$3.33K +86 +0.8%
CIBC World Market
364
CIBC World Market
Ontario, Canada
$364K +$406K +10,488 New
AA
365
ALPS Advisors
Colorado
$362K -$75.7K -1,956 -16%
SP
366
Saranac Partners
$361K +$403K +10,411 New
RWMG
367
Redwood Wealth Management Group
New Jersey
$361K +$75.9K +1,961 +23%
Corient Private Wealth
368
Corient Private Wealth
Florida
$360K +$46.9K +1,211 +13%
KWMG
369
King Wealth Management Group
Florida
$354K -$116K -3,000 -23%
SFA
370
Sequoia Financial Advisors
Ohio
$353K +$16.9K +436 +4%
Sumitomo Mitsui Trust Group
371
Sumitomo Mitsui Trust Group
Japan
$341K -$2.15M -55,629 -85%
AWS
372
Atria Wealth Solutions
New York
$340K -$194 -5 -0.1%
Mackenzie Financial
373
Mackenzie Financial
Ontario, Canada
$327K +$365K +9,431 New
CHP
374
Cable Hill Partners
Oregon
$325K -$28.6K -740 -7%
MIH
375
Meitav Investment House
Israel
$316K -$8.75M -226,055 -96%