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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Angeles Wealth Management
California
$423K -$172K -394 -28%
KPWS
502
Kestra Private Wealth Services
Texas
$423K -$8.71K -20 -2%
PG
503
Pendal Group
Australia
$422K +$40.9K +94 +10%
EI
504
Ellevest Inc
New York
$417K +$15.2K +35 +4%
DT
505
Diversified Trust
Tennessee
$414K -$36.6K -84 -8%
HA
506
Harbor Advisors
Florida
$412K – – –
CAM
507
Cresset Asset Management
Illinois
$405K -$114K -262 -21%
Lazard Asset Management
508
Lazard Asset Management
New York
$402K -$1.34M -3,081 -76%
FC
509
Forte Capital
New York
$401K +$7.84K +18 +2%
RA
510
RFG Advisory
Alabama
$398K +$11.8K +27 +3%
RJT
511
Raymond James Trust
Florida
$397K +$44.4K +102 +12%
BWP
512
BSW Wealth Partners
Colorado
$395K +$50.9K +117 +14%
PP
513
Prudential plc
United Kingdom
$390K -$194K -446 -32%
TC
514
Telemus Capital
Michigan
$384K -$76.2K -175 -16%
CGL
515
Clarius Group LLC
Washington
$384K +$30.5K +70 +8%
ZB
516
Zions Bancorporation
Utah
$373K +$13.9K +32 +4%
PI
517
PineBridge Investments
New York
$372K -$8.02M -18,422 -95%
PA
518
Profund Advisors
Maryland
$366K -$121K -277 -24%
MAM
519
Magellan Asset Management
Australia
$362K +$38.7K +89 +11%
BFA
520
BMS Financial Advisors
South Dakota
$361K +$35.7K +82 +10%
SFI
521
Siemens Fonds Invest
Germany
$356K – – –
MFG
522
Menard Financial Group
Texas
$352K -$152K -349 -29%
TAM
523
Trust Asset Management
Texas
$352K +$7.4K +17 +2%
TCBWMS
524
Texas Capital Bank Wealth Management Services
Texas
$350K -$7.4K -17 -2%
WWP
525
WR Wealth Planners
Missouri
$345K +$9.58K +22 +3%