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Name Holding Trade Value Shares
Change
Change in
Stake
ACMA
451
Arbor Capital Management (Alaska)
Alaska
$1.03M -$52.9K -100 -5%
MAS
452
Meeder Advisory Services
Ohio
$1.03M +$47.1K +89 +5%
SWM
453
Segment Wealth Management
Texas
$1.03M -$21.2K -40 -2%
CI Investments Inc
454
CI Investments Inc
Ontario, Canada
$1.02M -$679K -1,283 -41%
BWM
455
Buckley Wealth Management
Nevada
$1M -$47.6K -90 -5%
VLC
456
Van Leeuwen & Company
New Jersey
$997K +$943K +1,782 New
AWM
457
Apollon Wealth Management
South Carolina
$995K -$82.5K -156 -8%
CIP
458
Chartwell Investment Partners
Pennsylvania
$985K
DT
459
Diversified Trust
Tennessee
$969K +$215K +407 +31%
LNWWM
460
Laird Norton Wetherby Wealth Management
California
$958K -$9.52K -18 -1%
BWP
461
Balboa Wealth Partners
Arizona
$952K -$1.19M -2,251 -57%
AIMCA
462
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$951K +$899K +1,700 New
SFM
463
Signet Financial Management
New Jersey
$945K +$894K +1,689 New
RCM
464
RB Capital Management
Nevada
$935K +$43.9K +83 +5%
CI
465
Capital International
California
$911K +$861K +1,627 New
AGC
466
Aspen Grove Capital
Colorado
$910K -$111K -210 -11%
HBT
467
Heartland Bank & Trust
Illinois
$908K +$858K +1,622 New
BP
468
Ballentine Partners
Massachusetts
$899K +$10.1K +19 +1%
MFG
469
Merit Financial Group
Georgia
$898K +$1.06K +2 +0.1%
WAM
470
Weiss Asset Management
Massachusetts
$896K +$846K +1,600 New
GT
471
Glenmede Trust
Pennsylvania
$887K -$2.65K -5 -0.3%
BOSSRA
472
B.O.S.S. Retirement Advisors
Utah
$875K -$8.99K -17 -1%
LNC
473
Lincoln National Corp
Pennsylvania
$867K +$171K +324 +26%
WMA
474
Wealth Management Associates
New Jersey
$866K -$28.6K -54 -3%
PC
475
Pier Capital
Connecticut
$865K -$142K -269 -15%