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Name Holding Trade Value Shares
Change
Change in
Stake
NW
501
NewEdge Wealth
Pennsylvania
$1.08M +$1.19M +3,180 New
VAS
502
Vestmark Advisory Solutions
Massachusetts
$1.08M +$1.19M +3,180 New
SF
503
Synovus Financial
Georgia
$1.07M +$389K +1,039 +49%
SPC
504
Sigma Planning Corp
Michigan
$1.06M +$97.4K +260 +9%
FWC
505
First Washington Corp
Washington
$1.05M -$1.04M -2,780 -47%
EI
506
Ethic Inc
New York
$1.05M +$440K +1,174 +62%
CA
507
Cetera Advisors
Colorado
$1.03M +$7.49K +20 +0.7%
PJSIMP
508
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M +$20.6K +55 +2%
JHCM
509
Juniper Hill Capital Management
California
$1.02M +$1.12M +2,998 New
LWAC
510
Laurel Wealth Advisors (California)
California
$1.01M -$145K -386 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
511
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.01M -$6.6M -17,618 -86%
SWA
512
Sax Wealth Advisors
New Jersey
$1M +$1.1M +2,940 New
CCP
513
Corient Capital Partners
California
$993K -$864K -2,308 -44%
GC
514
Grace Capital
Massachusetts
$988K
IIA
515
IPG Investment Advisors
California
$987K +$1.08M +2,895 New
AC
516
Avestar Capital
New York
$986K +$427K +1,139 +83%
GAG
517
GM Advisory Group
New York
$985K +$87.3K +233 +9%
US Bancorp
518
US Bancorp
Minnesota
$979K -$48.7K -130 -4%
IA
519
Insight Advisors
Pennsylvania
$974K -$52.8K -141 -5%
DC
520
Davenport & Co
Virginia
$959K -$121K -323 -10%
S
521
SignatureFD
Georgia
$952K +$267K +714 +34%
Vanguard Personalized Indexing Management
522
Vanguard Personalized Indexing Management
California
$949K +$281K +750 +37%
CAN
523
Cetera Advisor Networks
California
$945K +$65.5K +175 +7%
IA
524
IAM Advisory
Pennsylvania
$939K +$18.7K +50 +2%
Chevy Chase Trust
525
Chevy Chase Trust
Maryland
$928K