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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
226
Vestmark Advisory Solutions
Massachusetts
$636K -$1.03M -7,996 -62%
CS
227
Credit Suisse
Switzerland
$627K -$878K -6,802 -59%
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$625K -$100K -777 -14%
TPCW
229
TD Private Client Wealth
New York
$618K -$324K -2,513 -35%
PAS
230
Park Avenue Securities
New York
$613K -$155K -1,203 -20%
Lazard Asset Management
231
Lazard Asset Management
New York
$598K -$172M -1,329,518 -100%
S
232
SignatureFD
Georgia
$589K -$71.2K -552 -11%
CFGS
233
Concourse Financial Group Securities
Alabama
$579K +$24.3K +188 +4%
TA
234
Tectonic Advisors
Texas
$574K +$568K +4,399 New
AWM
235
Altium Wealth Management
New York
$566K -$28K -217 -5%
PAG
236
Private Advisor Group
New Jersey
$563K -$159K -1,230 -22%
EWA
237
Exencial Wealth Advisors
Oklahoma
$559K +$553K +4,286 New
Connor, Clark & Lunn Investment Management (CC&L)
238
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$557K -$970K -7,515 -64%
LSAG
239
Lake Street Advisors Group
New Hampshire
$556K -$19.5K -151 -3%
VWM
240
Venturi Wealth Management
Texas
$544K -$82.3K -638 -13%
D.E. Shaw & Co
241
D.E. Shaw & Co
New York
$535K +$529K +4,102 New
LIP
242
Liontrust Investment Partners
United Kingdom
$533K +$528K +4,087 New
EARNEST Partners
243
EARNEST Partners
Georgia
$526K
RHBC
244
R.H. Bluestein & Co
Michigan
$522K
GA
245
GFS Advisors
Texas
$522K +$516K +4,000 New
FIM
246
Freedom Investment Management
Connecticut
$519K +$16.3K +126 +3%
BONST
247
Bank of Nova Scotia Trust
Ontario, Canada
$518K +$513K +3,973 New
VSWA
248
Vontobel Swiss Wealth Advisors
Switzerland
$509K +$284K +2,200 +129%
MWM
249
Mission Wealth Management
California
$500K +$114K +881 +30%
MCM
250
Mitchell Capital Management
Kansas
$481K +$10.2K +79 +2%