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Piper Sandler

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
201
Destination Wealth Management
California
$417K +$3.24K +52 +0.9%
OWP
202
Obermeyer Wealth Partners
Colorado
$408K
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$392K
MYIA
204
Mount Yale Investment Advisors
Colorado
$392K +$7.48K +120 +2%
XT
205
XTX Topco
Cayman Islands
$392K +$351K +5,636 New
FRM
206
Fox Run Management
Connecticut
$384K +$345K +5,532 New
PPW
207
Parcion Private Wealth
Washington
$379K +$498 +8 +0.1%
X
208
Xponance
Pennsylvania
$377K +$13.2K +212 +4%
TFO
209
Tarbox Family Office
California
$376K
BHCM
210
Brevan Howard Capital Management
Jersey
$376K +$337K +5,412 New
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$373K -$9.47K -152 -3%
PAM
212
Panagora Asset Management
Massachusetts
$372K +$4.49K +72 +1%
WTB
213
Washington Trust Bank
Washington
$370K
HAG
214
HighPoint Advisor Group
Illinois
$356K -$2.24K -36 -0.7%
FT
215
Fiduciary Trust
Massachusetts
$346K +$1.74K +28 +0.6%
HWMO
216
Heritage Wealth Management (Ohio)
Ohio
$339K
MA
217
Modus Advisors
Minnesota
$333K
Pathstone Holdings
218
Pathstone Holdings
New Jersey
$322K -$262K -4,212 -48%
VI
219
Vestcor Inc
New Brunswick, Canada
$313K
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$302K
CL
221
Choreo LLC
Illinois
$300K -$5.98K -96 -2%
YMRC
222
Yorktown Management & Research Company
Virginia
$295K +$264K +4,240 New
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$288K +$258K +4,148 New
TCA
224
Transcend Capital Advisors
New Jersey
$287K -$8.97K -144 -3%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$285K -$1.74K -28 -0.7%