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Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$119K +$41.3K +823 +54%
CQS
302
Credential Qtrade Securities
$113K +$113K +2,242 New
CG
303
Cutler Group
California
$113K +$94.2K +1,876 +518%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$105K -$9.34K -186 -8%
SPIA
305
Steward Partners Investment Advisory
New York
$88.6K +$37.4K +746 +74%
AIC
306
Ameritas Investment Company
Nebraska
$81.6K +$80.9K +1,612 New
Bessemer Group
307
Bessemer Group
New Jersey
$79K +$10.5K +209 +15%
BCM
308
Blume Capital Management
California
$76K -$25.1K -500 -25%
KBC Group
309
KBC Group
Belgium
$75K – – –
S
310
SignatureFD
Georgia
$74K +$50.1K +998 +214%
SWM
311
Spire Wealth Management
Virginia
$72K +$73.9K +1,472 New
TFS
312
TrustCore Financial Services
Tennessee
$63K – – –
JWM
313
Janiczek Wealth Management
Colorado
$58K +$18.8K +375 +48%
HPC
314
HM Payson & Co
Maine
$52K – – –
VFA
315
Valeo Financial Advisors
Indiana
$50K -$803 -16 -2%
First Manhattan
316
First Manhattan
New York
$49K – – –
FHA
317
First Horizon Advisors
Tennessee
$45K -$753 -15 -2%
VanEck Associates
318
VanEck Associates
New York
$40K +$39.4K +784 New
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$37K -$21K -419 -36%
HR
320
Howe & Rusling
New York
$30K – – –
PFSC
321
Peoples Financial Services Corp
Pennsylvania
$30K – – –
PG
322
Proffitt & Goodson
Tennessee
$30K +$15.1K +300 +100%
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$28K +$954 +19 +3%
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$28K +$28.2K +562 New
CI Investments Inc
325
CI Investments Inc
Ontario, Canada
$26K – – –