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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
301
Lake Street Private Wealth
Illinois
$685K +$653K +16,325 New
PG
302
Patten Group
Tennessee
$683K -$5.28K -132 -0.8%
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$682K +$744K +18,614 New
WAM
304
World Asset Management
Michigan
$664K +$18.8K +470 +3%
CP
305
Camelot Portfolios
Ohio
$660K -$127K -3,186 -17%
MOS
306
MGO One Seven
Ohio
$653K +$198K +4,950 +47%
Rafferty Asset Management
307
Rafferty Asset Management
New York
$650K -$4.05M -101,381 -87%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$649K +$3.96K +99 +0.6%
RWMH
309
Riverpoint Wealth Management Holdings
Illinois
$641K +$313K +7,830 +105%
X
310
Xponance
Pennsylvania
$633K +$520 +13 +0.1%
CB
311
Commerce Bank
Missouri
$632K +$82.4K +2,061 +16%
Neuberger Berman Group
312
Neuberger Berman Group
New York
$625K -$2.54M -63,573 -80%
Mackenzie Financial
313
Mackenzie Financial
Ontario, Canada
$602K -$123K -3,073 -18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
314
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$595K -$3.43M -85,728 -86%
EOJOAM
315
E. Ohman J:or Asset Management
Sweden
$587K -$48K -1,200 -8%
KPW
316
Kore Private Wealth
New York
$587K +$1.52K +38 +0.3%
Mercer Global Advisors
317
Mercer Global Advisors
Colorado
$584K +$20.1K +502 +4%
SFWA
318
Summit Financial Wealth Advisors
Louisiana
$584K +$20.3K +508 +4%
CC
319
Cipher Capital
New York
$556K +$530K +13,254 New
WOSD
320
WFA of San Diego
California
$553K -$200 -5 -0%
CCG
321
Cypress Capital Group
Florida
$553K +$93.5K +2,338 +22%
NGA
322
Naples Global Advisors
Florida
$542K -$4.2K -105 -0.8%
TU
323
TDAM USA
Ontario, Canada
$541K -$42.2K -1,055 -8%
IAA
324
Independent Advisor Alliance
North Carolina
$539K +$61.5K +1,538 +14%
B
325
Barings
North Carolina
$536K +$510K +12,766 New