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Name Holding Trade Value Shares
Change
Change in
Stake
WT
376
Whittier Trust
California
$40K
CQS
377
Credential Qtrade Securities
$38.4K
QT
378
Quantbot Technologies
New York
$37.6K +$35.8K +791 New
PCM
379
Penserra Capital Management
California
$36K +$34.8K +768 New
Loomis, Sayles & Company
380
Loomis, Sayles & Company
Massachusetts
$31K +$15.4K +341 +108%
JWM
381
Janiczek Wealth Management
Colorado
$30.4K +$136 +3 +0.5%
HPIA
382
Hamilton Point Investment Advisors
North Carolina
$28.6K +$770 +17 +3%
HIA
383
Harbor Investment Advisory
Maryland
$27.8K
GWM
384
Geneos Wealth Management
Colorado
$26K -$679 -15 -3%
ZB
385
Zions Bancorporation
Utah
$22.9K
RTC
386
Riverview Trust Company
Washington
$19.6K
DMBA
387
Deseret Mutual Benefit Administrators
Utah
$19.1K +$6.88K +152 +61%
AF
388
Allworth Financial
California
$18.5K -$6.52K -144 -27%
HI
389
Harbour Investments
Wisconsin
$18.2K -$24.6K -544 -59%
MWA
390
Miller Wealth Advisors
Colorado
$15.8K
BC
391
Barrett & Company
Rhode Island
$15.2K +$14.5K +320 New
WIM
392
Westside Investment Management
California
$14.7K +$91 +2 +0.7%
TF
393
Tompkins Financial
New York
$14K
LFA
394
LGT Financial Advisors
Texas
$13.8K +$13.2K +291 New
BAAM
395
Baker Avenue Asset Management
California
$12.9K +$12.3K +272 New
IPW
396
Impact Partnership Wealth
Georgia
$12.2K +$11.6K +256 New
LF
397
Lee Financial
Texas
$11.6K
TC
398
Tacita Capital
Ontario, Canada
$11.3K
QC
399
Quent Capital
New York
$11K -$56.2K -1,241 -84%
SWM
400
Spire Wealth Management
Virginia
$9.89K -$91 -2 -1%