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Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
651
Lazard Asset Management
New York
$272K -$715K -3,696 -72%
NC
652
Napatree Capital
Rhode Island
$271K +$63.3K +327 +30%
NIM
653
Northeast Investment Management
Massachusetts
$270K -$4.84K -25 -2%
CAM
654
Claret Asset Management
Quebec, Canada
$269K +$1.55K +8 +0.6%
FIA
655
Foundations Investment Advisors
Arizona
$267K +$273K +1,410 New
NG
656
Norden Group
Utah
$266K +$28.6K +148 +12%
DADC
657
D.A. Davidson & Co
Montana
$264K -$14.1K -73 -5%
BBHC
658
Brown Brothers Harriman & Co
New York
$263K +$50.7K +262 +23%
KCP
659
Kera Capital Partners
California
$263K +$268K +1,385 New
HPC
660
HM Payson & Co
Maine
$258K +$257K +1,328 +3,794%
FHA
661
First Horizon Advisors
Tennessee
$258K -$19.9K -103 -7%
SWP
662
Stratos Wealth Partners
Ohio
$255K +$260K +1,342 New
HH
663
Hilltop Holdings
Texas
$254K +$12.6K +65 +5%
IAA
664
Independent Advisor Alliance
North Carolina
$254K +$259K +1,340 New
LAM
665
Longboard Asset Management
Arizona
$252K +$257K +1,327 New
HKIMG
666
Hutchens & Kramer Investment Management Group
Indiana
$251K -$23.2K -120 -8%
OFA
667
Oak Family Advisors
Illinois
$250K -$893K -4,611 -78%
FMLI
668
Fukoku Mutual Life Insurance
Japan
$250K -$128K -660 -33%
Jones Financial Companies
669
Jones Financial Companies
Missouri
$249K +$73.4K +379 +41%
CIA
670
Choate Investment Advisors
Massachusetts
$246K +$251K +1,299 New
WA
671
Wealth Alliance
New York
$243K -$38.1K -197 -13%
GDP
672
Great Diamond Partners
Maine
$242K -$21.5K -111 -8%
OF
673
Optimize Financial
California
$242K +$247K +1,278 New
RSWM
674
Robertson Stephens Wealth Management
California
$237K -$1.33M -6,852 -85%
FTWA
675
Fifth Third Wealth Advisors
Ohio
$237K -$3.1K -16 -1%