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Name Holding Trade Value Shares
Change
Change in
Stake
DGAM
351
Desjardins Global Asset Management
Quebec, Canada
$256K +$197K +786 +288%
PFO
352
Pathstone Family Office
New Jersey
$250K +$38.3K +153 +18%
BCV
353
Banque Cantonale Vaudoise
Switzerland
$245K
GGI
354
Godsey & Gibb Inc
Virginia
$242K
SW
355
SVB Wealth
Massachusetts
$239K -$60.1K -240 -20%
Cohen & Steers
356
Cohen & Steers
New York
$235K
FB
357
Fulton Bank
Pennsylvania
$231K -$3K -12 -1%
MML Investors Services
358
MML Investors Services
Massachusetts
$229K +$237K +945 New
OWA
359
One Wealth Advisors
California
$227K +$20.3K +81 +9%
CFG
360
Citizens Financial Group
Rhode Island
$224K
WA
361
Wealth Alliance
New York
$223K -$30.6K -122 -12%
EWA
362
Exencial Wealth Advisors
Oklahoma
$222K +$1K +4 +0.4%
BAM
363
Blueshift Asset Management
New Jersey
$220K +$227K +908 New
RC
364
Roundview Capital
New Jersey
$219K
V
365
Veritable
Delaware
$215K
FFM
366
Forum Financial Management
Illinois
$210K
IIM
367
INTECH Investment Management
Florida
$210K -$2.03M -8,124 -90%
IUHSA
368
Itau Unibanco Holding S.A.
Brazil
$210K +$217K +868 New
JFG
369
Jefferies Financial Group
New York
$208K +$215K +858 New
SWK
370
Stephen W. Kidder
$206K
UM
371
UniSuper Management
Australia
$205K +$213K +849 New
BAMF
372
BI Asset Management Fondsmaeglerselskab
Denmark
$205K +$191K +761 +906%
TRCT
373
Tower Research Capital (TRC)
New York
$205K +$83.9K +335 +66%
SP
374
Symmetry Partners
Connecticut
$204K +$211K +842 New
Vontobel Holding
375
Vontobel Holding
Switzerland
$204K