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Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
376
B. Metzler seel. Sohn & Co
Germany
$623K +$89.7K +860 +20%
PHS
377
Pekin Hardy Strauss
Illinois
$618K +$143K +1,371 +36%
PWM
378
Perigon Wealth Management
California
$599K -$36.1K -346 -6%
Prudential Financial
379
Prudential Financial
New Jersey
$598K -$24.2K -232 -4%
NWM
380
Nauset Wealth Management
Connecticut
$593K -$90.7K -870 -15%
GAM
381
Gotham Asset Management
New York
$593K +$517K +4,955 New
EDRH
382
Edmond de Rothschild Holding
Switzerland
$588K +$195K +1,874 +62%
TWC
383
TD Waterhouse Canada
Ontario, Canada
$584K +$49.1K +471 +12%
AIG
384
American International Group
New York
$580K +$6.67K +64 +1%
MGIA
385
Moneta Group Investment Advisors
Missouri
$572K +$17.8K +171 +4%
LFAS
386
Level Four Advisory Services
Texas
$564K +$491K +4,713 New
NL
387
NWAM LLC
Washington
$561K -$23.9K -229 -5%
BRWA
388
B. Riley Wealth Advisors
Florida
$555K +$81.2K +779 +20%
IB
389
Intrust Bank
Kansas
$549K +$38.2K +366 +9%
IFWM
390
Institute for Wealth Management
Colorado
$531K +$230K +2,205 +99%
JM
391
Jeneq Management
New York
$527K +$459K +4,400 New
KWM
392
Kingsview Wealth Management
Oregon
$516K +$133K +1,274 +42%
ACM
393
Aquatic Capital Management
Illinois
$515K +$448K +4,300 New
CIA
394
Capital Impact Advisors
Massachusetts
$511K +$446K +4,273 New
MWC
395
MBM Wealth Consultants
Missouri
$507K +$441K +4,234 New
ALAM
396
Asahi Life Asset Management
Japan
$499K +$170K +1,630 +64%
IRF
397
IBM Retirement Fund
New York
$495K -$17.2K -165 -4%
SFG
398
Synergy Financial Group
California
$494K +$73.4K +704 +21%
PWP
399
Pursue Wealth Partners
California
$488K +$453K +4,340 New
MIM
400
Moseley Investment Management
Florida
$486K -$67.8K -650 -14%