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Name Holding Trade Value Shares
Change
Change in
Stake
GCC
126
Guardian Capital (Canada)
Ontario, Canada
$6.3M +$13.4K +248 +0.2%
NC
127
NewSquare Capital
Pennsylvania
$6.07M -$20.9K -386 -0.3%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$6.02M -$251K -4,631 -4%
TPCW
129
TD Private Client Wealth
New York
$6.02M +$838K +15,477 +17%
CII
130
Capital International Inc
California
$5.91M +$5.77M +106,590 New
SA
131
Sanctuary Advisors
Indiana
$5.89M +$611K +11,292 +12%
RG
132
Renaissance Group
Kentucky
$5.83M -$676K -12,483 -11%
P
133
&Partners
Tennessee
$5.59M +$432K +7,988 +9%
Westfield Capital Management
134
Westfield Capital Management
Massachusetts
$5.42M -$368K -6,804 -7%
Vanguard Personalized Indexing Management
135
Vanguard Personalized Indexing Management
California
$5.38M +$1.34M +24,825 +34%
BEAM
136
Baker Ellis Asset Management
Washington
$5.2M +$372K +6,872 +8%
LCM
137
Logan Capital Management
Pennsylvania
$4.87M +$134K +2,479 +3%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$4.81M -$1.38M -25,471 -23%
SCM
139
Suvretta Capital Management
New York
$4.64M -$2.59M -47,800 -36%
HighTower Advisors
140
HighTower Advisors
Illinois
$4.58M -$460K -8,497 -9%
CIBC Asset Management
141
CIBC Asset Management
Ontario, Canada
$4.54M -$392K -7,233 -8%
TNB
142
Thomasville National Bank
Georgia
$4.45M +$6.93K +128 +0.2%
Corient Private Wealth
143
Corient Private Wealth
Florida
$4.44M -$988K -18,257 -19%
AAIM
144
American Assets Investment Management
California
$4.44M
NB
145
Northwest Bancshares
Pennsylvania
$4.43M +$755K +13,956 +21%
AAM
146
Augustine Asset Management
Florida
$4.22M -$266K -4,920 -6%
SIS
147
Sound Income Strategies
Florida
$4.07M +$329K +6,073 +9%
BCI
148
Brinker Capital Investments
Pennsylvania
$4.04M +$91.3K +1,687 +2%
OPS
149
Orion Portfolio Solutions
Nebraska
$4.04M +$91.3K +1,687 +2%
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts
$4.03M +$24.1K +446 +0.6%