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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
101
Lake Street Advisors Group
New Hampshire
$766K +$75.1K +2,413 +11%
CAM
102
Cidel Asset Management
Ontario, Canada
$751K -$28.2K -907 -4%
AWA
103
Amplius Wealth Advisors
Pennsylvania
$733K +$700K +22,508 New
KAS
104
Kestra Advisory Services
Texas
$655K -$207K -6,657 -25%
MWM
105
Mission Wealth Management
California
$595K +$84.1K +2,701 +17%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$592K +$187K +6,020 +50%
Janus Henderson Group
107
Janus Henderson Group
$567K +$95.3K +3,064 +21%
UBS Group
108
UBS Group
Switzerland
$557K +$40.1K +1,289 +8%
FIM
109
Freedom Investment Management
Connecticut
$548K +$11.5K +370 +2%
Fiera Capital (Canada)
110
Fiera Capital (Canada)
Quebec, Canada
$545K +$520K +16,721 New
BP
111
Ballentine Partners
Massachusetts
$535K – – –
FF
112
FourThought Financial
Florida
$531K -$10K -322 -2%
RJT
113
Raymond James Trust
Florida
$510K -$143K -4,595 -23%
Pacer Advisors
114
Pacer Advisors
Pennsylvania
$498K -$25.8K -830 -5%
GI
115
Gradient Investments
Minnesota
$485K -$53.3K -1,713 -10%
RWM
116
Ritholtz Wealth Management
New York
$464K +$222K +7,139 +101%
BF
117
BOK Financial
Oklahoma
$442K +$83.1K +2,670 +25%
S
118
SignatureFD
Georgia
$441K +$19.4K +625 +5%
GT
119
Greenleaf Trust
Michigan
$435K +$2.02K +65 +0.5%
ANTB
120
AMG National Trust Bank
Colorado
$419K -$89.7K -2,882 -18%
SSA
121
Schonfeld Strategic Advisors
New York
$418K +$398K +12,800 New
Mariner
122
Mariner
Kansas
$416K +$397K +12,756 New
CCA
123
Checchi Capital Advisers
California
$414K +$8.28K +266 +2%
B
124
Bailard
California
$407K +$8.31K +267 +2%
RJFSA
125
Raymond James Financial Services Advisors
Florida
$404K +$14.4K +464 +4%