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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
ARK Investment Management
Florida
$166K -$7.94K -823 -5%
CQS
52
Credential Qtrade Securities
$150K +$9.07K +940 +6%
BP
53
Ballentine Partners
Massachusetts
$141K -$41.5K -4,305 -22%
CGL
54
Clarius Group LLC
Washington
$138K -$9.1K -943 -6%
OWM
55
OneAscent Wealth Management
Alabama
$137K -$2.26K -234 -2%
RA
56
RFG Advisory
Alabama
$134K
ZB
57
Zions Bancorporation
Utah
$133K +$16.3K +1,687 +13%
HighTower Advisors
58
HighTower Advisors
Illinois
$127K -$22K -2,281 -14%
ECM
59
Evergreen Capital Management
Washington
$125K -$8.92K -924 -6%
First Trust Advisors
60
First Trust Advisors
Illinois
$125K +$131K +13,582 New
LSAG
61
Lake Street Advisors Group
New Hampshire
$118K +$124K +12,837 New
Comerica Bank
62
Comerica Bank
Texas
$116K +$3.75K +389 +3%
WA
63
Wealth Architects
California
$110K +$3.26K +338 +3%
VAS
64
Vestmark Advisory Solutions
Massachusetts
$108K -$37.8K -3,916 -25%
GT
65
Greenleaf Trust
Michigan
$108K -$15.6K -1,614 -12%
OFS
66
OneAscent Financial Services
Alabama
$108K -$9.51K -985 -8%
YCM
67
Yousif Capital Management
Michigan
$108K
FTDI
68
First Trust Direct Indexing
Massachusetts
$107K -$13K -1,351 -10%
CCP
69
Corient Capital Partners
California
$106K -$9.39K -973 -8%
NRI
70
NFP Retirement Inc
California
$103K +$2K +207 +2%
Cerity Partners
71
Cerity Partners
New York
$102K +$106K +10,987 New
JWM
72
Janiczek Wealth Management
Colorado
$97K -$27.2K -2,817 -21%
S
73
SignatureFD
Georgia
$88K -$14.8K -1,536 -14%
HIA
74
Harbor Investment Advisory
Maryland
$88K
JP Morgan Chase
75
JP Morgan Chase
New York
$80K -$28.7K -2,969 -26%