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Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
326
Paradigm Strategies in Wealth Management
Minnesota
$299K
William Blair & Company
327
William Blair & Company
Illinois
$297K +$318K +2,698 New
CI Investments Inc
328
CI Investments Inc
Ontario, Canada
$290K -$92.1K -782 -23%
KAS
329
Kestra Advisory Services
Texas
$287K +$1.41K +12 +0.5%
WG
330
Winton Group
United Kingdom
$286K -$327K -2,777 -52%
EB
331
Eastern Bank
Massachusetts
$286K
CIBC Asset Management
332
CIBC Asset Management
Ontario, Canada
$284K +$3.89K +33 +1%
OC
333
Oppenheimer & Co
New York
$284K +$26.9K +228 +10%
CW
334
Connectus Wealth
Ohio
$284K +$304K +2,581 New
ACM
335
AlphaCrest Capital Management
New York
$268K +$288K +2,442 New
CCM
336
Coldstream Capital Management
Washington
$267K +$286K +2,427 New
RIL
337
Rothschild Investment LLC
Illinois
$259K
CMI
338
Clare Market Investments
Texas
$258K +$277K +2,350 New
CA
339
Claro Advisors
Massachusetts
$255K -$4.59K -39 -2%
LA
340
LVW Advisors
New York
$253K -$2.36K -20 -0.9%
DC
341
Davenport & Co
Virginia
$250K -$1.65K -14 -0.6%
II
342
Inspire Investing
Idaho
$250K +$42.2K +358 +19%
TC
343
Truvestments Capital
Florida
$248K +$1.3K +11 +0.5%
FCBT
344
First Citizens Bank & Trust
North Carolina
$245K -$9.78K -83 -4%
HWAM
345
Hennion & Walsh Asset Management
New Jersey
$245K
DADC
346
D.A. Davidson & Co
Montana
$243K +$260K +2,209 New
ONB
347
Old National Bancorp
Indiana
$242K -$25.4K -216 -9%
VAS
348
Vestmark Advisory Solutions
Massachusetts
$242K +$11.5K +98 +5%
MSAM
349
Moloney Securities Asset Management
Missouri
$241K +$258K +2,189 New
IB
350
Intrust Bank
Kansas
$238K