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Name Holding Trade Value Shares
Change
Change in
Stake
HI
301
Harbour Investments
Wisconsin
$104K -$5.27K -46 -5%
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$101K +$20.3K +177 +24%
Blackstone Inc
303
Blackstone Inc
New York
$95K +$97.3K +849 New
Lazard Asset Management
304
Lazard Asset Management
New York
$93K -$765K -6,672 -89%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$85K +$6.08K +53 +8%
SOW
306
State of Wyoming
Wyoming
$56K -$25.7K -224 -31%
FCA
307
FinTrust Capital Advisors
South Carolina
$46K -$6.88K -60 -13%
BCA
308
Berman Capital Advisors
Georgia
$40K +$1.15K +10 +3%
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$39K +$40.5K +353 New
IUHSA
310
Itau Unibanco Holding S.A.
Brazil
$38K +$1.03K +9 +3%
SWM
311
Spire Wealth Management
Virginia
$35K -$39.7K -346 -53%
NFG
312
Next Financial Group
Texas
$34K +$802 +7 +2%
TWA
313
TCI Wealth Advisors
Arizona
$34K +$3.55K +31 +11%
AWA
314
Arkadios Wealth Advisors
Georgia
$33K +$34.5K +301 New
HIA
315
Harbor Investment Advisory
Maryland
$30K -$69K -602 -69%
EWA
316
Evolution Wealth Advisors
Florida
$29K +$17.9K +156 +149%
PA
317
Parallel Advisors
California
$28K +$16.2K +141 +129%
AssetMark Inc
318
AssetMark Inc
California
$21K +$21.3K +186 New
HFM
319
Harvest Fund Management
China
$19K -$37.7K -329 -66%
TFS
320
TrustCore Financial Services
Tennessee
$19K – – –
DTIM
321
Danda Trouve Investment Management
Kansas
$19K +$19.1K +167 New
SBL
322
Sargent Bickham Lagudis
Colorado
$16K – – –
BIA
323
Bell Investment Advisors
California
$15K +$15.1K +132 New
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
GWS
325
Glassman Wealth Services
Virginia
$13K +$12.2K +106 +883%