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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
576
Compagnie Lombard Odier SCmA
Switzerland
$577K +$74.8K +250 +13%
WWM
577
Western Wealth Management
Colorado
$570K +$645K +2,158 New
IAA
578
Independent Advisor Alliance
North Carolina
$569K -$1.17M -3,926 -64%
PAM
579
Panagora Asset Management
Massachusetts
$569K -$406K -1,358 -39%
IIC
580
Integrated Investment Consultants
Michigan
$566K +$643K +2,150 New
CCP
581
Corient Capital Partners
California
$557K -$290K -971 -31%
SW
582
SVB Wealth
Massachusetts
$552K +$118K +394 +23%
CG
583
Caprock Group
Idaho
$548K +$88.2K +295 +17%
BFEC
584
Benjamin F. Edwards & Company
Missouri
$546K -$16.1K -54 -3%
CS
585
Comerica Securities
Michigan
$544K -$647K -2,162 -51%
VI
586
Vestcor Inc
New Brunswick, Canada
$542K -$99.6K -333 -14%
HIIFS
587
Harel Insurance Investments & Financial Services
Israel
$541K -$348K -1,165 -36%
MYAM
588
Meiji Yasuda Asset Management
Japan
$540K +$88.2K +295 +17%
VFA
589
Voya Financial Advisors
Connecticut
$539K +$607K +2,031 New
WWM
590
Wolff Wiese Magana
California
$538K -$27.8K -93 -4%
VFA
591
Valeo Financial Advisors
Indiana
$538K +$223K +745 +57%
AC
592
AWM Capital
Arizona
$528K -$598 -2 -0.1%
EGM
593
Engineers Gate Manager
New York
$528K +$600K +2,006 New
SFP
594
Sandbox Financial Partners
Maryland
$527K -$29.9K -100 -5%
ECM
595
EMC Capital Management
Texas
$527K – – –
KPF
596
K2 Principal Fund
Ontario, Canada
$527K +$598K +2,000 New
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$524K – – –
IWM
598
IHT Wealth Management
Illinois
$523K -$37.7K -126 -6%
CA
599
CoreCap Advisors
Michigan
$521K +$592K +1,980 New
National Bank of Canada
600
National Bank of Canada
Quebec, Canada
$520K +$591K +1,976 New