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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
476
Coldstream Capital Management
Washington
$93.2K +$110K +17,858 New
Neuberger Berman Group
477
Neuberger Berman Group
New York
$92.7K -$1.36M -221,629 -93%
PA
478
Parallel Advisors
California
$92.6K +$41.7K +6,786 +62%
SIA
479
Schechter Investment Advisors
Michigan
$91.8K -$107K -17,469 -50%
S
480
SignatureFD
Georgia
$90.7K +$90.4K +14,703 +549%
DADC
481
D.A. Davidson & Co
Montana
$90.3K -$21K -3,422 -17%
PAS
482
Park Avenue Securities
New York
$89K -$234K -38,143 -69%
CLOS
483
Compagnie Lombard Odier SCmA
Switzerland
$89K
WTB
484
Washington Trust Bank
Washington
$89K +$40.4K +6,567 +62%
BMSSC
485
B. Metzler seel. Sohn & Co
Germany
$88K -$75.3K -12,249 -42%
FWP
486
FAS Wealth Partners
Kansas
$86.5K +$8.6K +1,400 +9%
AGM
487
Alpine Global Management
New York
$86K +$102K +16,518 New
SN
488
Sittner & Nelson
Oregon
$85K
MPW
489
MGO Private Wealth
California
$84.7K +$99.7K +16,227 New
CPIG
490
Chicago Partners Investment Group
Illinois
$81K +$6.49K +1,056 +7%
SW
491
SVB Wealth
Massachusetts
$80.8K -$133K -21,715 -58%
PFM
492
Parsec Financial Management
North Carolina
$80K
SIAG
493
Safeguard Investment Advisory Group
California
$79.8K
IWC
494
Integrated Wealth Concepts
Massachusetts
$79K -$14.5K -2,356 -13%
TAM
495
Trust Asset Management
Texas
$77.9K
Vontobel Holding
496
Vontobel Holding
Switzerland
$77K -$208K -33,870 -69%
BWP
497
Balboa Wealth Partners
Arizona
$72.4K -$3.75K -610 -4%
MM
498
MQS Management
New York
$71.5K -$168K -27,295 -67%
PSCM
499
Per Stirling Capital Management
Texas
$71.4K +$84K +13,669 New
NP
500
NorthRock Partners
Minnesota
$71.3K -$33.9K -5,520 -29%