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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Altium Wealth Management
New York
$572K +$118K +1,115 +24%
KWM
852
Keebeck Wealth Management
Illinois
$568K +$28K +265 +5%
PSUF
853
People's United Financial
Connecticut
$568K +$86.6K +820 +17%
CIM
854
CIM Investment Management
Pennsylvania
$565K -$20.1K -190 -3%
CW
855
CreativeOne Wealth
Kansas
$565K -$1.06K -10 -0.2%
IUHSA
856
Itau Unibanco Holding S.A.
Brazil
$562K -$584K -5,530 -50%
DSAM
857
Dock Street Asset Management
Florida
$560K – – –
WJWM
858
Williams Jones Wealth Management
New York
$555K -$50.1K -475 -8%
SC
859
Shay Capital
New York
$555K +$375K +3,550 +178%
GAM
860
Griffin Asset Management
New York
$553K +$3.69K +35 +0.6%
IWC
861
Integrated Wealth Concepts
Massachusetts
$551K -$37K -350 -6%
WMA
862
Wealth Management Associates
New Jersey
$550K – – –
AFAS
863
Acorn Financial Advisory Services
Virginia
$550K +$12.1K +115 +2%
SF
864
Symphony Financial
Texas
$550K +$242K +2,295 +74%
RWB
865
RMR Wealth Builders
New Jersey
$549K +$2.64K +25 +0.5%
TPM
866
Triasima Portfolio Management
Quebec, Canada
$548K -$269K -2,550 -32%
NAM
867
NorthCoast Asset Management
Connecticut
$545K +$1.58K +15 +0.3%
EMG
868
ETF Managers Group
New Jersey
$544K -$592K -5,605 -50%
TIM
869
Thornburg Investment Management
New Mexico
$544K -$562K -5,320 -49%
SW
870
SteelPeak Wealth
California
$543K +$90.3K +855 +19%
CS
871
Comerica Securities
Michigan
$539K +$187K +1,770 +49%
CT
872
Columbia Trust
Oregon
$534K +$16.9K +160 +3%
VWM
873
Vigilare Wealth Management
Arizona
$523K +$346K +3,275 +168%
CQS
874
Credential Qtrade Securities
$518K -$91.3K -865 -14%
CAN
875
Claraphi Advisory Network
United States
$517K -$13.2K -125 -2%
33 34
35
36 37