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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
651
Compass Wealth Management
Connecticut
$301K +$14.8K +67 +5%
Laird Norton Wetherby Wealth Management
652
Laird Norton Wetherby Wealth Management
California
$299K -$23.8K -108 -7%
Maven Securities
653
Maven Securities
Jersey
$295K +$298K +1,352 New
Whittier Trust
654
Whittier Trust
California
$293K +$220 +1 +0.1%
FHA
655
Flagship Harbor Advisors
Massachusetts
$292K -$13.9K -63 -5%
Investment Management Corp of Ontario (IMCO)
656
Investment Management Corp of Ontario (IMCO)
Canada
$289K -$154K -700 -35%
IFWM
657
Institute for Wealth Management
Colorado
$289K – – –
KI
658
Kapitalo Investimentos
Brazil
$288K +$144K +654 +98%
BM
659
Belfer Management
New York
$288K +$1.32K +6 +0.5%
PTC
660
Private Trust Company
Ohio
$286K -$12.8K -58 -4%
VanEck Associates
661
VanEck Associates
New York
$285K +$11.2K +51 +4%
PFS
662
Physicians Financial Services
North Carolina
$284K – – –
Profund Advisors
663
Profund Advisors
Maryland
$284K -$33.7K -153 -11%
ANBTV
664
American National Bank & Trust (Virginia)
Virginia
$284K +$286K +1,298 New
CWM
665
Chesapeake Wealth Management
Virginia
$283K – – –
ESB
666
Essex Savings Bank
Connecticut
$282K – – –
CreativeOne Wealth
667
CreativeOne Wealth
Kansas
$282K +$284K +1,290 New
MAWA
668
Moss Adams Wealth Advisors
Washington
$282K +$8.15K +37 +3%
SCM
669
SKBA Capital Management
California
$282K – – –
Modera Wealth Management
670
Modera Wealth Management
New Jersey
$281K +$1.1K +5 +0.4%
Forum Financial Management
671
Forum Financial Management
Illinois
$277K – – –
BCV
672
Banque Cantonale Vaudoise
Switzerland
$276K -$1.04M -4,715 -79%
Bessemer Group
673
Bessemer Group
New Jersey
$276K -$15.2K -69 -5%
CT
674
Colonial Trust
South Carolina
$275K -$17K -77 -6%
NewEdge Advisors
675
NewEdge Advisors
Louisiana
$274K +$216K +979 +356%