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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
World Asset Management
Michigan
$393K
Voloridge Investment Management
102
Voloridge Investment Management
Florida
$389K -$652K -26,862 -60%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$371K -$2.17M -89,429 -83%
AIM
104
Aigen Investment Management
New York
$369K +$418K +17,221 +143,508%
Charles Schwab
105
Charles Schwab
California
$344K -$52.5K -2,162 -12%
GT
106
Greenleaf Trust
Michigan
$337K -$38.2K -1,574 -9%
CQS
107
Credential Qtrade Securities
$337K +$12.4K +510 +3%
TPCW
108
TD Private Client Wealth
New York
$332K +$112K +4,599 +42%
HighTower Advisors
109
HighTower Advisors
Illinois
$327K +$1.65K +68 +0.4%
IWA
110
Intercontinental Wealth Advisors
Texas
$326K +$162K +6,679 +78%
EI
111
Ethic Inc
New York
$314K +$23.9K +986 +7%
M&T Bank
112
M&T Bank
New York
$311K +$2.79K +115 +0.8%
UBS Group
113
UBS Group
Switzerland
$310K -$86K -3,543 -20%
LSAG
114
Lake Street Advisors Group
New Hampshire
$299K +$121K +4,965 +55%
OFS
115
OneAscent Financial Services
Alabama
$295K +$26.5K +1,092 +9%
AWM
116
Altium Wealth Management
New York
$291K +$331K +13,618 New
Deutsche Bank
117
Deutsche Bank
Germany
$287K +$212K +8,729 +186%
RPA
118
Rock Point Advisors
Vermont
$274K -$80.7K -3,325 -21%
CCA
119
Checchi Capital Advisers
California
$268K +$41K +1,691 +16%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$260K +$3.64K +150 +1%
V
121
Veritable
Delaware
$253K
EVM
122
Eaton Vance Management
Massachusetts
$236K -$62.6K -2,580 -19%
S
123
SignatureFD
Georgia
$234K -$56.3K -2,319 -17%
VAG
124
VisionPoint Advisory Group
Texas
$233K +$264K +10,892 New
AR
125
Advisory Research
Illinois
$232K -$12.5K -513 -5%