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Name Holding Trade Value Shares
Change
Change in
Stake
AO
601
Advisor OS
Illinois
$466K +$465K +6,486 New
FFA
602
Farther Finance Advisors
California
$465K +$32K +446 +7%
LCM
603
LVM Capital Management
Michigan
$464K
HFM
604
Hartford Funds Management
Pennsylvania
$463K +$22.5K +314 +5%
MA
605
MJP Associates
Connecticut
$460K +$459K +6,406 New
OPA
606
Old Port Advisors
Maine
$456K +$143 +2 +0%
Brown Advisory
607
Brown Advisory
Maryland
$454K +$48.9K +682 +12%
S
608
SignatureFD
Georgia
$453K -$9.89K -138 -2%
SFA
609
Sequoia Financial Advisors
Ohio
$453K -$256K -3,579 -36%
CAM
610
Centre Asset Management
New York
$451K -$15.7K -219 -3%
CCM
611
Coldstream Capital Management
Washington
$449K -$61.5K -858 -12%
SWS
612
SYSTM Wealth Solutions
Illinois
$446K +$16.6K +232 +4%
BCWM
613
Bartlett & Co Wealth Management
Ohio
$445K +$432K +6,022 +4,779%
CPIG
614
Chicago Partners Investment Group
Illinois
$444K -$3.73K -52 -0.8%
CPBTD
615
Central Pacific Bank - Trust Division
Hawaii
$444K +$445K +6,215 New
NP
616
NorthRock Partners
Minnesota
$441K -$13.8K -192 -3%
WA1
617
Wimmer Associates 1
California
$440K +$5.73K +80 +1%
CCA
618
Checchi Capital Advisers
California
$440K +$57K +796 +15%
FP
619
Financial Perspectives
Minnesota
$434K +$3.3K +46 +0.8%
SAM
620
Sompo Asset Management
Japan
$433K -$59.5K -830 -12%
SC
621
Searle & Co
Connecticut
$431K
PCM
622
Pointe Capital Management
Michigan
$430K -$20.5K -286 -5%
GFS
623
GYL Financial Synergies
Connecticut
$430K +$717 +10 +0.2%
QCG
624
Quadrant Capital Group
Ohio
$430K -$29K -405 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
625
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$428K -$2.8M -39,097 -87%