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Name Holding Trade Value Shares
Change
Change in
Stake
GW
201
GW & Wade
Massachusetts
$257K +$6.94K +400 +3%
CPWM
202
Cypress Point Wealth Management
Texas
$257K +$266K +15,346 New
CAM
203
Cresset Asset Management
Illinois
$254K – – –
ACM
204
Aljian Capital Management
Nevada
$244K +$20.5K +1,185 +9%
TCM
205
Triumph Capital Management
Colorado
$240K +$249K +14,373 New
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$238K +$227K +13,114 New
RJA
207
Raymond James & Associates
Florida
$237K +$71.8K +4,143 +41%
OCM
208
Octahedron Capital Management
California
$234K – – –
RJFSA
209
Raymond James Financial Services Advisors
Florida
$233K -$154K -8,903 -39%
BA
210
Bridgewater Advisors
New York
$230K +$1.56K +90 +0.7%
CCM
211
CTC Capital Management
Illinois
$227K +$236K +13,600 New
LA
212
Legacy Advisors
Pennsylvania
$223K +$232K +13,351 New
URS
213
Utah Retirement Systems
Utah
$221K +$24.3K +1,400 +12%
Manulife (Manufacturers Life Insurance)
214
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$218K +$24.2K +1,396 +12%
GAM
215
Gotham Asset Management
New York
$216K +$224K +12,909 New
ACM
216
Alight Capital Management
New York
$209K +$217K +12,500 New
AWCI
217
Alpine Woods Capital Investors
New York
$207K +$215K +12,400 New
BFM
218
Boothbay Fund Management
New York
$203K -$240K -13,838 -53%
Osaic Holdings
219
Osaic Holdings
Arizona
$203K +$35.6K +2,053 +20%
OTL
220
Oak Thistle LLC
New York
$203K +$211K +12,146 New
DT
221
Diversified Trust
Tennessee
$201K +$209K +12,028 New
GAG
222
GM Advisory Group
New York
$201K +$209K +12,042 New
AAM
223
AR Asset Management
California
$197K – – –
SC
224
Sonen Capital
California
$193K -$57.1K -3,295 -22%
AWS
225
AJ Wealth Strategies
New York
$191K – – –