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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$373K +$19.1K +145 +5%
BBHC
302
Brown Brothers Harriman & Co
New York
$364K -$758K -5,766 -68%
AC
303
Avestar Capital
New York
$364K -$394 -3 -0.1%
RG
304
Rikoon Group
New Mexico
$364K – – –
American Century Companies
305
American Century Companies
Missouri
$362K +$356K +2,705 New
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$359K +$126K +958 +56%
SBH
307
Segall Bryant & Hamill
Illinois
$357K – – –
MWM
308
Mission Wealth Management
California
$355K +$1.31K +10 +0.4%
MPCG
309
Matrix Private Capital Group
New York
$355K +$348K +2,648 New
FRM
310
Fox Run Management
Connecticut
$349K -$17.1K -130 -5%
PSP
311
Principal Street Partners
Tennessee
$347K +$5.39K +41 +2%
CAM
312
Carret Asset Management
New York
$342K – – –
SRC
313
Sage Rhino Capital
California
$339K +$6.44K +49 +2%
LSAG
314
Lake Street Advisors Group
New Hampshire
$338K +$16.6K +126 +5%
HH
315
Hilltop Holdings
Texas
$337K – – –
AWM
316
Altium Wealth Management
New York
$336K +$1.45K +11 +0.4%
RWP
317
RWA Wealth Partners
Massachusetts
$335K – – –
CGL
318
Clarius Group LLC
Washington
$333K -$38.9K -296 -11%
V
319
Veritable
Delaware
$330K -$3.81K -29 -1%
MCC
320
Malaga Cove Capital
California
$329K -$3.55K -27 -1%
MCCP
321
Mission Creek Capital Partners
California
$326K +$319K +2,430 New
OC
322
Oppenheimer & Co
New York
$324K -$263 -2 -0.1%
KWA
323
KCS Wealth Advisory
California
$318K -$1.45K -11 -0.5%
SPIA
324
Steward Partners Investment Advisory
New York
$316K +$135K +1,025 +77%
BIMC
325
Benson Investment Management Company
Virginia
$314K – – –