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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Altium Wealth Management
New York
$997K -$3.57K -118 -0.4%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$974K -$11.2K -369 -1%
Fiera Capital (Canada)
103
Fiera Capital (Canada)
Quebec, Canada
$939K +$408K +13,479 +81%
YCM
104
Yousif Capital Management
Michigan
$931K
ERSOT
105
Employees Retirement System of Texas
Texas
$894K +$870K +28,744 New
CAM
106
Cidel Asset Management
Ontario, Canada
$889K +$168K +5,545 +24%
BPA
107
Beacon Pointe Advisors
California
$860K +$517K +17,057 +161%
HWMA
108
Heritage Wealth Management (Arizona)
Arizona
$799K +$778K +25,690 New
Creative Planning
109
Creative Planning
Kansas
$764K -$13.9K -460 -2%
QI
110
Qtron Investments
Massachusetts
$761K +$741K +24,483 New
MG
111
Mather Group
Illinois
$754K -$242 -8 -0%
IWA
112
Intercontinental Wealth Advisors
Texas
$731K -$3.94K -130 -0.6%
CS
113
Candriam SCA
Luxembourg
$730K +$711K +23,474 New
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$717K +$149K +4,913 +27%
AWA
115
Amplius Wealth Advisors
Pennsylvania
$688K -$11.4K -375 -2%
PA
116
Profund Advisors
Maryland
$671K +$653K +21,573 New
M&T Bank
117
M&T Bank
New York
$658K -$80.9K -2,671 -11%
MWM
118
Mission Wealth Management
California
$623K +$53.4K +1,765 +10%
LSAG
119
Lake Street Advisors Group
New Hampshire
$601K -$127K -4,185 -18%
UBS Group
120
UBS Group
Switzerland
$565K +$32.8K +1,084 +6%
KAS
121
Kestra Advisory Services
Texas
$550K -$73.3K -2,421 -12%
Janus Henderson Group
122
Janus Henderson Group
$541K
CP
123
Covenant Partners
Tennessee
$537K +$523K +17,267 New
ECM
124
ExodusPoint Capital Management
New York
$534K +$520K +17,168 New
CIBC World Market
125
CIBC World Market
Ontario, Canada
$520K +$506K +16,717 New