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Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$429K -$35.3K -1,534 -8%
HC
102
Henshaw Capital
Massachusetts
$429K -$84.4K -3,668 -17%
CCIA
103
Campbell & Co Investment Adviser
Maryland
$426K +$401K +17,448 New
RPA
104
Rock Point Advisors
Vermont
$423K -$4.6K -200 -1%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$402K -$44.9K -1,953 -11%
GT
106
Greenleaf Trust
Michigan
$397K +$13.8K +598 +4%
Barclays
107
Barclays
United Kingdom
$388K -$1.1M -47,790 -75%
IWA
108
Intercontinental Wealth Advisors
Texas
$386K -$7.84K -341 -2%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$382K -$2.48K -108 -0.7%
CQS
110
Credential Qtrade Securities
$367K +$13.4K +581 +4%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$362K +$12.3K +536 +4%
QCG
112
Quadrant Capital Group
Ohio
$358K +$77.1K +3,350 +29%
CS
113
Comerica Securities
Michigan
$348K +$30.1K +1,310 +10%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$320K +$302K +13,110 New
TAM
115
Todd Asset Management
Kentucky
$316K – – –
First Trust Advisors
116
First Trust Advisors
Illinois
$314K +$36.9K +1,604 +14%
Truist Financial
117
Truist Financial
North Carolina
$307K +$289K +12,581 New
M&T Bank
118
M&T Bank
New York
$306K +$6.3K +274 +2%
MML Investors Services
119
MML Investors Services
Massachusetts
$295K +$27.5K +1,197 +11%
V
120
Veritable
Delaware
$290K – – –
MWM
121
Mission Wealth Management
California
$274K +$4.33K +188 +2%
OFS
122
OneAscent Financial Services
Alabama
$273K +$257K +11,164 New
CP
123
Covenant Partners
Tennessee
$268K – – –
CCA
124
Checchi Capital Advisers
California
$265K -$14.2K -618 -5%
FFG
125
Fortem Financial Group
California
$262K -$19.2K -835 -7%