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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
326
High Note Wealth
Minnesota
$181K -$506K -5,067 -72%
CI
327
CX Institutional
Indiana
$172K
HPC
328
HM Payson & Co
Maine
$168K -$2K -20 -1%
BWP
329
Baldwin Wealth Partners
Massachusetts
$164K -$7.19K -72 -4%
BBHC
330
Brown Brothers Harriman & Co
New York
$164K +$15.2K +152 +9%
Lazard Asset Management
331
Lazard Asset Management
New York
$162K -$33.8K -338 -16%
JFA
332
JNBA Financial Advisors
Minnesota
$162K +$6.59K +66 +4%
PCG
333
Private Capital Group
Connecticut
$160K -$5.99K -60 -3%
JFGIW
334
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$155K +$60.4K +605 +55%
BTI
335
Blue Trust Inc
Georgia
$155K +$140K +1,397 New
QT
336
Quantbot Technologies
New York
$148K -$1.7M -17,022 -91%
IA
337
IFP Advisors
Florida
$147K
MIFH
338
Migdal Insurance & Financial Holdings
Israel
$146K -$9.19K -92 -5%
Bessemer Group
339
Bessemer Group
New Jersey
$138K +$32.3K +323 +27%
CI Investments Inc
340
CI Investments Inc
Ontario, Canada
$136K +$5K +50 +3%
SWM
341
Spire Wealth Management
Virginia
$134K -$37.3K -373 -20%
APA
342
American Portfolios Advisors
New York
$132K -$20.1K -201 -12%
TAIM
343
TD Ameritrade Investment Management
Nebraska
$127K -$29.6K -296 -17%
CFGS
344
Concourse Financial Group Securities
Alabama
$126K -$42.5K -425 -23%
FHA
345
First Horizon Advisors
Tennessee
$120K -$47.5K -475 -26%
ST
346
Smithfield Trust
Pennsylvania
$117K
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$114K -$899 -9 -0.7%
WT
348
Whittier Trust
California
$109K +$5.7K +57 +5%
BFEC
349
Benjamin F. Edwards & Company
Missouri
$104K +$16.5K +165 +17%
UB
350
UMB Bank
Missouri
$103K -$20.7K -207 -15%