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Name Holding Trade Value Shares
Change
Change in
Stake
STA
601
Summit Trail Advisors
New York
$2.44M -$184K -3,434 -6%
GT
602
Glenmede Trust
Pennsylvania
$2.44M +$35.8K +668 +1%
LWM
603
Lyell Wealth Management
California
$2.43M -$639K -11,930 -19%
KPWS
604
Kestra Private Wealth Services
Texas
$2.41M +$24.2K +452 +0.9%
SHFA
605
SS&H Financial Advisors
Michigan
$2.39M +$2.76M +51,436 New
JSSH
606
J. Safra Sarasin Holding
$2.39M
AA
607
Apriem Advisors
California
$2.38M -$956K -17,841 -26%
CCM
608
Cutler Capital Management
Massachusetts
$2.37M +$108K +2,020 +4%
FIM
609
Fruth Investment Management
Texas
$2.37M -$16.1K -300 -0.6%
HWM
610
HB Wealth Management
Georgia
$2.36M +$505K +9,420 +23%
Bessemer Group
611
Bessemer Group
New Jersey
$2.36M +$43.9K +819 +2%
QP
612
Quilter Plc
United Kingdom
$2.35M -$18.5K -346 -0.7%
FTWA
613
Fifth Third Wealth Advisors
Ohio
$2.33M +$248K +4,636 +10%
JC
614
JBF Capital
Colorado
$2.32M
RC
615
RBF Capital
California
$2.32M
PIMJS
616
PKO Investment Management Joint-Stock
Poland
$2.31M +$2.66M +49,672 New
PAM
617
Peak Asset Management
Colorado
$2.3M +$658K +12,275 +33%
DILIC
618
Dai-ichi Life Insurance Company
Japan
$2.29M -$1.07M -20,000 -29%
DWM
619
Diversify Wealth Management
Utah
$2.27M +$1.63M +30,487 +225%
DAS
620
Diversify Advisory Services
Utah
$2.27M +$2.36M +44,034 New
BFM
621
Brooklands Fund Management
United Kingdom
$2.24M +$1.71M +32,000 +200%
NMIMC
622
Northwestern Mutual Investment Management Company
Wisconsin
$2.23M +$4.61K +86 +0.2%
PGFC
623
Peapack-Gladstone Financial Corp
New Jersey
$2.23M -$35K -654 -1%
FAB
624
First American Bank
Illinois
$2.21M +$36.3K +677 +1%
FAF
625
Fjarde Ap-fonden
Sweden
$2.21M -$6.2M -115,600 -71%