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Name Holding Trade Value Shares
Change
Change in
Stake
LA
101
LVW Advisors
New York
$549K +$48.9K +2,138 +10%
CP
102
Covenant Partners
Tennessee
$542K -$69.3K -3,029 -12%
BDS
103
Banco de Sabadell
Florida
$534K -$63.2K -2,762 -11%
UBS Group
104
UBS Group
Switzerland
$521K +$174K +7,597 +52%
TPCW
105
TD Private Client Wealth
New York
$502K +$133K +5,814 +38%
MYIA
106
Mount Yale Investment Advisors
Colorado
$501K +$487K +21,285 New
William Blair & Company
107
William Blair & Company
Illinois
$484K +$18K +786 +4%
AWM
108
Altium Wealth Management
New York
$434K +$110K +4,788 +35%
GT
109
Greenleaf Trust
Michigan
$421K +$48.7K +2,128 +14%
WCM Investment Management
110
WCM Investment Management
California
$418K +$406K +17,756 New
ACA
111
Atlas Capital Advisors
Wyoming
$414K -$263K -11,482 -40%
Deutsche Bank
112
Deutsche Bank
Germany
$404K +$85.9K +3,755 +28%
QCG
113
Quadrant Capital Group
Ohio
$403K -$411K -17,959 -51%
CQS
114
Credential Qtrade Securities
$395K +$23.2K +1,016 +6%
IWA
115
Intercontinental Wealth Advisors
Texas
$389K +$29.2K +1,277 +8%
VWM
116
Venturi Wealth Management
Texas
$388K +$377K +16,484 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$384K -$32.3K -1,412 -8%
EI
118
Ethic Inc
New York
$384K +$36.9K +1,615 +11%
Charles Schwab
119
Charles Schwab
California
$378K – – –
M&T Bank
120
M&T Bank
New York
$352K +$8.3K +363 +2%
OFS
121
OneAscent Financial Services
Alabama
$345K +$19.8K +867 +6%
WT
122
Whittier Trust
California
$340K +$182K +7,958 +123%
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$331K +$245K +10,712 +320%
V
124
Veritable
Delaware
$330K +$49.3K +2,154 +18%
CCA
125
Checchi Capital Advisers
California
$299K +$3.16K +138 +1%