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Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
601
Fiera Capital (Canada)
Quebec, Canada
$203K +$182K +2,614 New
BCWM
602
Blue Chip Wealth Management
Florida
$202K +$181K +2,600 New
HL
603
Harding Loevner
New Jersey
$190K -$25.2K -362 -13%
GAM
604
Guinness Asset Management
United Kingdom
$190K
ABA
605
American Beacon Advisors
Texas
$183K +$163K +2,352 New
AA
606
AlphaMark Advisors
Kentucky
$175K -$38.9K -560 -20%
BDWM
607
Brewin Dolphin Wealth Management
Ireland
$171K
GT
608
Glenmede Trust
Pennsylvania
$168K +$9.24K +133 +7%
CAGAS
609
Capital Advisory Group Advisory Services
Minnesota
$162K +$145K +2,082 New
JCM
610
Jacobi Capital Management
Pennsylvania
$146K +$115K +1,655 +720%
PFS
611
Prospera Financial Services
Texas
$144K +$129K +1,850 New
AWM
612
Avior Wealth Management
Nebraska
$137K +$98.5K +1,417 +404%
Bessemer Group
613
Bessemer Group
New Jersey
$116K
CAPTRUST Financial Advisors
614
CAPTRUST Financial Advisors
North Carolina
$114K +$27.8K +400 +38%
GSWM
615
Golden State Wealth Management
California
$108K +$97K +1,396 New
CFG
616
CKW Financial Group
Hawaii
$106K +$93.8K +1,350 New
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$104K
SFS
618
Sowell Financial Services
Arkansas
$103K +$3.68K +53 +4%
LC
619
Lindbrook Capital
California
$101K +$8.48K +122 +10%
HIIFS
620
Harel Insurance Investments & Financial Services
Israel
$101K +$90.2K +1,298 New
BWM
621
BNC Wealth Management
Oregon
$90K +$80.7K +1,161 New
JWM
622
Jeppson Wealth Management
California
$87K +$78.1K +1,124 New
SPIA
623
Steward Partners Investment Advisory
New York
$85K -$548K -7,891 -88%
RWA
624
Ropes Wealth Advisors
Massachusetts
$78K
LCM
625
LH Capital Markets
New York
$78K +$69.5K +1,000 New