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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
551
Bank Julius Baer & Co
Switzerland
$12.5M -$333K -1,462 -3%
PAG
552
Private Advisory Group
Washington
$12.4M -$2.96M -13,001 -22%
IAN
553
Integrated Advisors Network
Texas
$12.4M +$163K +716 +2%
ACL
554
APEIRON Capital Ltd
Hong Kong
$12.3M +$10.8M +47,160 New
KeyBank National Association
555
KeyBank National Association
Ohio
$12.3M +$290K +1,273 +3%
OAM
556
Oppenheimer Asset Management
New York
$12.2M +$2.49M +10,898 +30%
MA
557
Mutual Advisors
Nebraska
$12.2M -$10.7K -47 -0.1%
HW
558
Hancock Whitney
Mississippi
$12.2M -$29.6K -130 -0.3%
CK
559
Cohen Klingenstein
New York
$12.2M
PP
560
Paloma Partners
Connecticut
$12M +$10.5M +46,000 New
AF
561
Alerus Financial
North Dakota
$12M +$1.45M +6,339 +16%
CCA
562
Checchi Capital Advisers
California
$12M +$96.5K +423 +0.9%
CIA
563
Concurrent Investment Advisors
Florida
$11.9M -$13.2M -58,081 -56%
NW
564
NewEdge Wealth
Pennsylvania
$11.9M +$3.03M +13,300 +42%
AA
565
ALPS Advisors
Colorado
$11.8M -$5.51M -24,183 -35%
QP
566
Quilter Plc
United Kingdom
$11.8M -$645K -2,830 -6%
VSQM
567
V-Square Quantitative Management
Illinois
$11.8M +$409K +1,794 +4%
AIMCA
568
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.7M +$3.44M +15,100 +51%
OIA
569
OneDigital Investment Advisors
Kansas
$11.6M +$643K +2,818 +7%
KWM
570
Kingsview Wealth Management
Oregon
$11.5M -$310K -1,358 -3%
CWM
571
CMH Wealth Management
New Hampshire
$11.4M +$1.26M +5,540 +15%
SVWAG
572
Sound View Wealth Advisors Group
Georgia
$11.4M +$1.71M +7,503 +21%
GIA
573
Gladstone Institutional Advisory
Florida
$11.3M +$608K +2,664 +7%
MSE
574
MUFG Securities EMEA
United Kingdom
$11.3M +$7.91M +34,674 +417%
WBC
575
Westpac Banking Corp
Australia
$11.2M +$2.25M +9,867 +30%