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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
251
Cornerstone Financial Management
Massachusetts
$1.77K +$1.29K +57 +248%
FC
252
Financial Consulate
Maryland
$1.59K +$340 +15 +26%
MCM
253
Manchester Capital Management
Vermont
$1.57K -$11.5K -505 -88%
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$1.44K +$1.09K +48 +282%
AG
255
AmeriFlex Group
Nevada
$1.26K +$1.29K +57 New
CFO
256
CVA Family Office
Colorado
$975 – – –
QL
257
Quarry LP
New York
$952 +$975 +43 New
TWD
258
True Wealth Design
Ohio
$864 -$363 -16 -29%
GWM
259
Geneos Wealth Management
Colorado
$709 – – –
BFPW
260
BOK Financial Private Wealth
Colorado
$621 +$635 +28 New
SIM
261
Synergy Investment Management
Florida
$595 +$522 +23 New
APFP
262
Action Point Financial Planning
Michigan
$487 +$499 +22 New
MCM
263
MV Capital Management
Maryland
$466 -$703 -31 -60%
ZBNA
264
Zions Bancorporation, National Association
Utah
$399 -$658 -29 -62%
BCV
265
Banque Cantonale Vaudoise
Switzerland
$311 +$319K +14,060 New
N
266
Natixis
France
$177 -$156K -6,892 -100%
AW
267
Ankerstar Wealth
Texas
$89 – – –
TFA
268
Transamerica Financial Advisors
Florida
$66 +$68 +3 New
GFA
269
Godfrey Financial Associates
New York
$22 – – –
AssetMark Inc
270
AssetMark Inc
California
$17 – – –
BGC
271
Beutel, Goodman & Co
Ontario, Canada
– -$114M -5,118,468 Closed
ClearBridge Investments
272
ClearBridge Investments
New York
– -$52.5M -2,360,741 Closed
AT
273
Arbejdsmarkedets Tillaegspension
– -$23.3M -1,045,953 Closed
A
274
AustralianSuper
Australia
– -$20.9M -939,036 Closed
Korea Investment Corp
275
Korea Investment Corp
South Korea
– -$10.4M -468,938 Closed