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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$1.61M +$89.6K +617 +5%
FRA
152
Front Row Advisors
California
$1.58M +$26.1K +180 +2%
BDS
153
Banco de Sabadell
Florida
$1.57M +$97.1K +669 +6%
CAM
154
Cresset Asset Management
Illinois
$1.54M +$181K +1,250 +12%
LM
155
Lincluden Management
Ontario, Canada
$1.53M -$66.1K -455 -4%
LSAG
156
Lake Street Advisors Group
New Hampshire
$1.51M +$965K +6,648 +145%
Connor, Clark & Lunn Investment Management (CC&L)
157
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.49M +$1.13M +7,754 +237%
QT
158
Quantbot Technologies
New York
$1.48M +$1.59M +10,982 New
RFC
159
Regions Financial Corp
Alabama
$1.48M +$155K +1,070 +11%
PAM
160
Paradigm Asset Management
New York
$1.47M +$1.58M +10,900 New
EI
161
Ethic Inc
New York
$1.47M +$257K +1,773 +19%
GKFF
162
George Kaiser Family Foundation
Oklahoma
$1.44M -$117K -804 -7%
HBWM
163
Hollow Brook Wealth Management
New York
$1.4M -$33.2K -229 -2%
KAS
164
Kestra Advisory Services
Texas
$1.4M +$262K +1,803 +21%
VAS
165
Vestmark Advisory Solutions
Massachusetts
$1.37M +$632K +4,353 +75%
LWAM
166
Legacy Wealth Asset Management
Minnesota
$1.34M +$21.8K +150 +2%
MCC
167
Malaga Cove Capital
California
$1.31M +$208K +1,430 +17%
JIC
168
Johnson Investment Counsel
Ohio
$1.28M -$48.2K -332 -3%
GF
169
Gabelli Funds
New York
$1.28M +$79.8K +550 +6%
FTDI
170
First Trust Direct Indexing
Massachusetts
$1.27M +$63.4K +437 +5%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$1.27M +$159K +1,092 +13%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$1.26M +$379K +2,614 +39%
HCA
173
Harbour Capital Advisors
Virginia
$1.24M -$13.1K -90 -1%
KWA
174
KCS Wealth Advisory
California
$1.22M +$52.7K +363 +4%
GT
175
Glenmede Trust
Pennsylvania
$1.21M -$379K -2,608 -23%