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Name Holding Trade Value Shares
Change
Change in
Stake
UB
626
Umpqua Bank
Oregon
$448K +$6.87K +81 +2%
AC
627
Apella Capital
Connecticut
$444K +$13.9K +164 +5%
CCA
628
Checchi Capital Advisers
California
$443K -$19.4K -228 -6%
SCA
629
Snowden Capital Advisors
New York
$440K +$47.1K +555 +18%
WE
630
Wealth Effects
Massachusetts
$439K +$314K +3,700 New
OWM
631
OneAscent Wealth Management
Alabama
$437K -$2.38K -28 -0.8%
BFG
632
Bleakley Financial Group
New Jersey
$435K -$18.2K -215 -6%
SC
633
Savant Capital
Illinois
$434K +$35.7K +421 +13%
TPA
634
Trivium Point Advisory
Connecticut
$434K -$12.1K -143 -4%
OFS
635
OneAscent Financial Services
Alabama
$433K -$135K -1,588 -30%
Vontobel Holding
636
Vontobel Holding
Switzerland
$425K -$154K -1,813 -34%
BC
637
Belmont Capital
California
$421K
CI
638
Cigna Investments
Connecticut
$416K -$16.8K -198 -5%
PCM
639
Parsons Capital Management
Rhode Island
$415K +$297K +3,500 New
KWM
640
Kingsview Wealth Management
Oregon
$414K +$32.2K +379 +12%
CW
641
CreativeOne Wealth
Kansas
$414K +$65.1K +767 +28%
MAS
642
Meeder Advisory Services
Ohio
$413K +$295K +3,481 New
AIP
643
Ameritas Investment Partners
Nebraska
$407K
JAM
644
Jupiter Asset Management
United Kingdom
$404K -$58.9M -694,053 -100%
Brown Advisory
645
Brown Advisory
Maryland
$404K -$35.6K -420 -11%
M
646
MOTCO
Texas
$403K
STA
647
Summit Trail Advisors
New York
$402K +$51.5K +607 +22%
CWM
648
Calamos Wealth Management
Illinois
$396K +$284K +3,343 New
LNWWM
649
Laird Norton Wetherby Wealth Management
California
$394K -$44K -519 -13%
HTIM
650
Harbour Trust & Investment Management
Indiana
$391K