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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
451
Baldwin Wealth Partners
Massachusetts
$1.15M – – –
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$1.15M +$77.6K +1,097 +8%
CQS
453
Credential Qtrade Securities
$1.14M +$225K +3,176 +26%
UR
454
USCA RIA
Texas
$1.14M +$25.5K +360 +2%
AP
455
Advisor Partners
California
$1.14M +$69K +975 +7%
BC
456
Burney Company
Virginia
$1.13M -$341K -4,825 -24%
FMBTD
457
First Midwest Bank Trust Division
Illinois
$1.12M -$164K -2,315 -13%
AAS
458
Avantax Advisory Services
Texas
$1.12M +$201K +2,840 +23%
FIM
459
Freedom Investment Management
Connecticut
$1.11M -$28K -395 -3%
CA
460
Commerzbank Aktiengesellschaft
Germany
$1.11M +$471K +6,657 +79%
DT
461
Diversified Trust
Tennessee
$1.11M -$68.9K -974 -6%
VFM
462
Viking Fund Management
North Dakota
$1.1M -$1.06M -15,000 -50%
RCIM
463
Russell Clark Investment Management
United Kingdom
$1.1M – – –
S
464
Seeyond
France
$1.1M – – –
LF
465
Lee Financial
Texas
$1.1M -$41.8K -591 -4%
BAM
466
Blueshift Asset Management
New Jersey
$1.09M +$1.05M +14,846 New
NIM
467
NuWave Investment Management
New Jersey
$1.09M +$767K +10,836 +264%
WKWM
468
Walter & Keenan Wealth Management
Indiana
$1.08M +$312K +4,408 +43%
KCPG
469
Kavar Capital Partners Group
Kansas
$1.07M – – –
NP
470
Ninepoint Partners
Ontario, Canada
$1.06M – – –
SWM
471
Stockman Wealth Management
Montana
$1.06M – – –
AI
472
Atria Investments
North Carolina
$1.06M +$112K +1,576 +12%
CCM
473
Coldstream Capital Management
Washington
$1.05M +$1.01M +14,307 New
CA
474
Cetera Advisors
Colorado
$1.05M -$53.5K -756 -5%
SMH
475
Sanders Morris Harris
Texas
$1.05M – – –
17 18
19
20 21