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Name Holding Trade Value Shares
Change
Change in
Stake
NEI
376
Northwest & Ethical Investments
Ontario, Canada
$764K
BOH
377
Bank of Hawaii
Hawaii
$761K +$14K +66 +2%
ZB
378
Zions Bancorporation
Utah
$759K +$191K +899 +37%
CWM
379
Cordatus Wealth Management
Pennsylvania
$748K
NS
380
NBC Securities
Alabama
$747K -$12.5K -59 -2%
Bank of Nova Scotia
381
Bank of Nova Scotia
Ontario, Canada
$744K -$18.3K -86 -3%
HH
382
Hilltop Holdings
Texas
$740K +$232K +1,092 +51%
PSP
383
Principal Street Partners
Tennessee
$737K
Susquehanna International Group
384
Susquehanna International Group
Pennsylvania
$737K -$1.2M -5,627 -64%
TA
385
Tectonic Advisors
Texas
$733K
MOS
386
MGO One Seven
Ohio
$730K -$164K -770 -19%
William Blair & Company
387
William Blair & Company
Illinois
$724K +$16.2K +76 +2%
FAIM
388
Financial Advocates Investment Management
Washington
$721K -$4.89K -23 -0.7%
PC
389
Permanens Capital
New York
$718K +$667K +3,136 New
OL
390
Optas LLC
Texas
$715K +$93.1K +438 +16%
SGA
391
Strategic Global Advisors
California
$712K +$660K +3,106 New
SEIA
392
Signature Estate & Investment Advisors
California
$701K +$6.17K +29 +1%
BWM
393
BKM Wealth Management
Wisconsin
$699K +$42.9K +202 +7%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$691K +$32.1K +151 +5%
CGL
395
Clarius Group LLC
Washington
$684K -$103K -483 -14%
SCP
396
Sivia Capital Partners
California
$675K +$27.4K +129 +5%
SMA
397
Sage Mountain Advisors
Georgia
$673K -$63.1K -297 -9%
AWS
398
Atria Wealth Solutions
New York
$667K -$128K -600 -17%
PGFC
399
Peapack-Gladstone Financial Corp
New Jersey
$658K -$137K -644 -18%
STA
400
Summit Trail Advisors
New York
$657K +$67.2K +316 +12%