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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$159K -$97K -34,475 -36%
AAM
152
Augustine Asset Management
Florida
$157K -$287 -102 -0.2%
AWM
153
Avior Wealth Management
Nebraska
$143K +$1.74K +619 +1%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$142K -$22.3K -7,912 -13%
CLOS
155
Compagnie Lombard Odier SCmA
Switzerland
$142K +$67.5K +24,000 +80%
GWM
156
Gitterman Wealth Management
New Jersey
$141K +$8.02K +2,851 +6%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$134K -$58K -20,618 -29%
Bessemer Group
158
Bessemer Group
New Jersey
$129K -$6.7K -2,381 -5%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$126K +$28.8K +10,238 +27%
RS
160
R Squared
Hong Kong
$126K +$56.2K +19,976 +72%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$122K +$8.41K +2,989 +7%
FC
162
Farringdon Capital
United Kingdom
$119K +$127K +45,251 New
Mitsubishi UFJ Trust & Banking
163
Mitsubishi UFJ Trust & Banking
Japan
$119K
VCA
164
Verdence Capital Advisors
Maryland
$113K -$6.25K -2,222 -5%
NI
165
Natural Investments
California
$112K +$1.1K +392 +0.9%
Vontobel Holding
166
Vontobel Holding
Switzerland
$110K +$117K +41,672 New
AG
167
Ascent Group
Virginia
$102K -$20.6K -7,330 -16%
Balyasny Asset Management
168
Balyasny Asset Management
Illinois
$101K +$25.3K +8,977 +31%
Lido Advisors
169
Lido Advisors
California
$100K +$51.1K +18,148 +91%
FAFN
170
First Affirmative Financial Network
Colorado
$94.1K +$23K +8,185 +30%
EFSCE
171
Enterprise Financial Services Corp (EFSC)
Missouri
$90.9K -$6.59K -2,343 -6%
GM
172
GeoWealth Management
Illinois
$90.6K -$8.94K -3,175 -8%
B
173
Barings
North Carolina
$90.4K +$4.31K +1,532 +5%
BCV
174
Banque Cantonale Vaudoise
Switzerland
$90K +$2.57K +914 +3%
QCM
175
Quantinno Capital Management
New York
$88.4K +$94.6K +33,629 New