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Name Holding Trade Value Shares
Change
Change in
Stake
CQS
576
Credential Qtrade Securities
$781K +$22.1K +73 +3%
AWM
577
Avitas Wealth Management
California
$773K +$763K +2,526 New
SW
578
SVB Wealth
Massachusetts
$772K -$37.2K -123 -5%
AWP
579
Accretive Wealth Partners
New Jersey
$767K +$19.3K +64 +3%
TSWM
580
Triangle Securities Wealth Management
North Carolina
$762K -$10.9K -36 -1%
SPIA
581
Steward Partners Investment Advisory
New York
$757K -$27.5K -91 -4%
CG
582
Caprock Group
Idaho
$752K +$743K +2,458 New
Capstone Investment Advisors
583
Capstone Investment Advisors
New York
$742K +$262K +867 +56%
BBHC
584
Brown Brothers Harriman & Co
New York
$737K +$5.74K +19 +0.8%
MWM
585
Mission Wealth Management
California
$736K +$726K +2,403 New
MCM
586
MAI Capital Management
Ohio
$728K +$52.6K +174 +8%
IAA
587
Independent Advisor Alliance
North Carolina
$719K +$710K +2,349 New
BCM
588
Bienville Capital Management
New York
$712K
CAM
589
Cozad Asset Management
Illinois
$710K -$30.2K -100 -4%
OHIS
590
Oak Harvest Investment Services
Texas
$709K +$110K +365 +19%
UH
591
Unigestion Holding
Switzerland
$709K
DIM
592
Delta Investment Management
California
$708K -$65.3K -216 -9%
FC
593
FORA Capital
Florida
$702K -$1.63M -5,384 -70%
CIBC World Market
594
CIBC World Market
Ontario, Canada
$693K -$883K -2,922 -56%
EWA
595
Encompass Wealth Advisors
Oregon
$689K
BC
596
Bartlett & Co
Ohio
$673K
BCWM
597
Bartlett & Co Wealth Management
Ohio
$673K
AAM
598
Azzad Asset Management
Virginia
$665K +$96.1K +318 +17%
PCS
599
Personal CFO Solutions
New Jersey
$660K -$11.8K -39 -2%
JIC
600
Johnson Investment Counsel
Ohio
$655K +$19K +63 +3%