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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
426
Blue Trust Inc
Georgia
$145K +$39.5K +1,021 +32%
BT
427
Banque Transatlantique
France
$135K +$150K +3,877 New
VFA
428
Valeo Financial Advisors
Indiana
$129K +$144K +3,733 New
LSV Asset Management
429
LSV Asset Management
Illinois
$128K +$143K +3,700 New
TFA
430
Transamerica Financial Advisors
Florida
$125K +$40.6K +1,050 +41%
NSIM
431
North Star Investment Management
Illinois
$124K
National Bank of Canada
432
National Bank of Canada
Quebec, Canada
$121K -$85.6M -2,211,003 -100%
BBHC
433
Brown Brothers Harriman & Co
New York
$116K +$5.65K +146 +5%
GAM
434
Guinness Asset Management
United Kingdom
$112K -$32.5K -840 -21%
WAM
435
Wolverine Asset Management
Illinois
$107K -$58.1K -1,500 -33%
FP
436
Financial Perspectives
Minnesota
$106K
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$95K -$8.01K -207 -7%
HI
438
Harbour Investments
Wisconsin
$77.2K -$26K -672 -23%
SPIA
439
Steward Partners Investment Advisory
New York
$74.7K +$39.9K +1,031 +92%
LC
440
Lindbrook Capital
California
$74.6K +$7.08K +183 +9%
TWC
441
TD Waterhouse Canada
Ontario, Canada
$72.5K -$48K -1,241 -37%
UBP
442
Union Bancaire Privee
Switzerland
$66.2K +$79.3K +2,050 New
AssetMark Inc
443
AssetMark Inc
California
$65.6K -$313K -8,099 -81%
CLOS
444
Compagnie Lombard Odier SCmA
Switzerland
$64.8K +$26.2K +678 +57%
CSB
445
City State Bank
Iowa
$63.8K
TC
446
Trium Capital
United Kingdom
$62K +$69.7K +1,800 New
NRG
447
Nemes Rush Group
Michigan
$60.7K +$36.8K +950 +119%
A
448
Allianz
Germany
$52K +$58.1K +1,500 New
WT
449
Washington Trust
Rhode Island
$52K +$58.1K +1,500 New
GM
450
GeoWealth Management
Illinois
$48.3K +$30.4K +785 +129%