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Name Holding Trade Value Shares
Change
Change in
Stake
Modera Wealth Management
751
Modera Wealth Management
New Jersey
$479K +$409K +1,253 New
SVB Wealth
752
SVB Wealth
Massachusetts
$475K +$405K +1,241 New
BWM
753
Bulltick Wealth Management
Florida
$472K -$468K -1,435 -54%
NWAG
754
Net Worth Advisory Group
Utah
$468K -$18.9K -58 -5%
Sage Mountain Advisors
755
Sage Mountain Advisors
Georgia
$464K +$61.7K +189 +18%
Cigna Investments
756
Cigna Investments
Connecticut
$464K -$5.55K -17 -1%
Coastline Trust
757
Coastline Trust
Rhode Island
$464K +$308K +943 +349%
Global Retirement Partners
758
Global Retirement Partners
California
$463K -$106K -325 -21%
CMBA
759
C.M. Bidwell & Associates
Hawaii
$460K +$117K +358 +42%
Alley Investment Management Company
760
Alley Investment Management Company
Illinois
$459K – – –
Canada Post Corporation Pension Plan
761
Canada Post Corporation Pension Plan
Canada
$459K +$392K +1,200 New
NAM
762
NorthCrest Asset Manangement
Minnesota
$458K +$23.2K +71 +6%
Lake Street Advisors Group
763
Lake Street Advisors Group
New Hampshire
$450K +$385K +1,178 New
Geneos Wealth Management
764
Geneos Wealth Management
Colorado
$450K -$64.3K -197 -14%
Institute for Wealth Management
765
Institute for Wealth Management
Colorado
$444K +$326 +1 +0.1%
WA
766
Wealth Alliance
New York
$444K -$326 -1 -0.1%
Pinnacle Associates
767
Pinnacle Associates
New York
$443K -$674K -2,063 -64%
Dorsey & Whitney Trust
768
Dorsey & Whitney Trust
South Dakota
$442K +$116K +354 +44%
CTC (Chicago Trading Company)
769
CTC (Chicago Trading Company)
Illinois
$440K +$130K +397 +53%
KLCM
770
KG&L Capital Management
Louisiana
$431K -$354K -1,085 -49%
Brighton Jones LLC
771
Brighton Jones LLC
Washington
$429K +$366K +1,121 New
GJWM
772
Gilliland Jeter Wealth Management
Arkansas
$425K -$67.9K -208 -16%
SCP
773
Silverleafe Capital Partners
Tennessee
$421K – – –
Citizens Financial Group
774
Citizens Financial Group
Rhode Island
$416K +$22.9K +70 +7%
Jennison Associates
775
Jennison Associates
New York
$411K -$5.55K -17 -2%