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Name Holding Trade Value Shares
Change
Change in
Stake
STA
51
Summit Trail Advisors
New York
$133K
American Century Companies
52
American Century Companies
Missouri
$129K -$277K -1,075 -63%
PCA
53
Pallas Capital Advisors
Massachusetts
$123K
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$119K +$108K +419 +276%
NG
55
Northstar Group
New York
$119K
JP Morgan Chase
56
JP Morgan Chase
New York
$118K -$216K -838 -59%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$117K
Invesco
58
Invesco
Georgia
$115K +$75.6K +293 +110%
BBHC
59
Brown Brothers Harriman & Co
New York
$114K
RJA
60
Raymond James & Associates
Florida
$109K -$9.28K -36 -6%
GCM
61
Graham Capital Management
Connecticut
$105K -$567K -2,200 -81%
MCM
62
MAI Capital Management
Ohio
$104K +$26.8K +104 +26%
SO
63
STRS Ohio
Ohio
$104K
CB
64
Commerce Bank
Missouri
$103K
ST
65
Sageworth Trust
Pennsylvania
$99K
V
66
Veritable
Delaware
$97.5K
Lido Advisors
67
Lido Advisors
California
$95K
SFI
68
Susquehanna Fundamental Investments
Pennsylvania
$94.7K -$49.8K -193 -30%
Stifel Financial
69
Stifel Financial
Missouri
$94.4K -$1.8K -7 -2%
Creative Planning
70
Creative Planning
Kansas
$93.8K
KAS
71
Kestra Advisory Services
Texas
$92.7K
PIMG
72
Patriot Investment Management Group
Tennessee
$91.5K +$89.5K +347 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$83K +$19.9K +77 +23%
Corient Private Wealth
74
Corient Private Wealth
Florida
$81.9K +$102K +397 New
AIG
75
American International Group
New York
$78.6K +$1.03K +4 +1%