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Name Holding Trade Value Shares
Change
Change in
Stake
UBP
401
Union Bancaire Privee
Switzerland
$998K +$1.13M +70,652 New
HWM
402
HB Wealth Management
Georgia
$970K +$351K +22,003 +57%
SAM
403
Securian Asset Management
Minnesota
$960K -$741K -46,378 -44%
MSA
404
MUFG Securities Americas
New York
$952K -$894 -56 -0.1%
GS
405
GTS Securities
Florida
$945K +$312K +19,508 +50%
Commonwealth Equity Services
406
Commonwealth Equity Services
Massachusetts
$943K +$181K +11,363 +24%
RIL
407
Rothschild Investment LLC
Illinois
$941K +$517K +32,375 +124%
EF
408
Empowered Funds
Pennsylvania
$940K -$286K -17,888 -23%
JF
409
Jump Financial
Illinois
$928K -$18.9M -1,185,632 -95%
EW
410
Evoke Wealth
California
$928K +$482K +30,169 +110%
KRSITF
411
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$927K
AAI
412
American Assets Inc
California
$916K
P
413
&Partners
Tennessee
$914K +$314K +19,660 +53%
ASN
414
Advisory Services Network
Georgia
$912K -$49K -3,067 -5%
SC
415
Syon Capital
California
$900K +$76.4K +4,783 +9%
HCA
416
Harbor Capital Advisors
Illinois
$899K -$1.29K -81 -0.1%
NG
417
Norden Group
Utah
$875K -$110K -6,903 -11%
PAM
418
Panagora Asset Management
Massachusetts
$874K +$686K +42,975 +376%
CGH
419
Crossmark Global Holdings
Texas
$871K +$319K +19,968 +58%
CAM
420
Cresset Asset Management
Illinois
$863K -$5.29K -331 -0.6%
M&T Bank
421
M&T Bank
New York
$859K +$365K +22,860 +75%
CB
422
Commerce Bank
Missouri
$848K -$172K -10,757 -17%
PWM
423
Perigon Wealth Management
California
$844K +$80.4K +5,034 +11%
PFPG
424
Pinnacle Financial Partners (Georgia)
Georgia
$833K +$828K +51,819 New
TG
425
TCW Group
California
$812K +$550K +34,448 +214%