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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
226
Bank Julius Baer & Co
Switzerland
$131K -$7.23K -117 -7%
SWA
227
SOA Wealth Advisors
New York
$127K +$42.7K +691 +56%
Jones Financial Companies
228
Jones Financial Companies
Missouri
$116K +$12.4K +200 +13%
UB
229
UMB Bank
Missouri
$91.2K
Daiwa Securities Group
230
Daiwa Securities Group
Japan
$85K +$79.4K +1,285 New
TWC
231
TD Waterhouse Canada
Ontario, Canada
$76.3K
Macquarie Group
232
Macquarie Group
Australia
$70.6K +$63.2K +1,022 +2,086%
Amundi
233
Amundi
France
$68.1K +$59.5K +962 New
Cohen & Steers
234
Cohen & Steers
New York
$66K
BC
235
Barrett & Company
Rhode Island
$65.9K
SW
236
SteelPeak Wealth
California
$65.2K +$2.35K +38 +4%
CPA
237
Clear Point Advisors
New York
$57.2K +$53.6K +867 +86,700%
SPIA
238
Steward Partners Investment Advisory
New York
$55.5K +$2.41K +39 +5%
CFFP
239
Center for Financial Planning
Michigan
$52.3K +$49K +793 New
WT
240
Whittier Trust
California
$41.7K +$39.1K +632 New
FDCDDQ
241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.5K +$7.73K +125 +26%
NA
242
NewEdge Advisors
Louisiana
$39.6K
FCA
243
FinTrust Capital Advisors
South Carolina
$33K
JWA
244
JFS Wealth Advisors
Pennsylvania
$33K
AF
245
Advisornet Financial
Minnesota
$31.6K
RIM
246
Rakuten Investment Management
Japan
$30.2K
IRAG
247
Investment Research & Advisory Group
Georgia
$28.3K
CFGS
248
Concourse Financial Group Securities
Alabama
$27.4K +$25.7K +415 New
CAS
249
Coppell Advisory Solutions
Texas
$26K +$23.2K +375 +3,125%
CWP
250
Concord Wealth Partners
Virginia
$20.2K +$18.9K +306 New