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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
526
Prospera Financial Services
Texas
$776K -$94.2K -745 -10%
DADC
527
D.A. Davidson & Co
Montana
$775K +$164K +1,297 +24%
VanEck Associates
528
VanEck Associates
New York
$773K -$4.8K -38 -0.6%
TS
529
Triglav Skladi
Slovenia
$773K +$842K +6,660 New
JIC
530
Johnson Investment Counsel
Ohio
$771K -$56.5K -447 -6%
SRL
531
Scientech Research LLC
New Jersey
$749K -$124K -980 -13%
MIP
532
Marietta Investment Partners
Wisconsin
$748K -$22.1K -175 -3%
CWM
533
Circle Wealth Management
New Jersey
$746K – – –
BBVA
534
Banco Bilbao Vizcaya Argentaria
Spain
$745K -$506K -4,000 -38%
PCS
535
Personal CFO Solutions
New Jersey
$745K +$4.93K +39 +0.6%
MDA
536
Minot DeBlois Advisors
Massachusetts
$742K +$808K +6,394 New
N
537
Natixis
France
$740K +$807K +6,381 New
RLH
538
RD Lewis Holdings
Florida
$736K +$709K +5,611 New
PAM
539
Panagora Asset Management
Massachusetts
$733K +$84.7K +670 +12%
LFG
540
Lazard Frères Gestion
France
$732K – – –
WI
541
Wahed Invest
New York
$725K +$47.8K +378 +6%
EW
542
Evexia Wealth
Wisconsin
$701K +$33.3K +263 +5%
SGAM
543
Smith Group Asset Management
Texas
$696K +$759K +6,000 New
TCOV
544
Trust Company of Vermont
Vermont
$695K -$75.4K -596 -9%
RL
545
Retireful LLC
Michigan
$680K +$741K +5,862 New
PI
546
PGGM Investments
Netherlands
$679K – – –
SF
547
Summit Financial
New Jersey
$675K +$736K +5,820 New
BC
548
Burney Company
Virginia
$672K -$61.9K -490 -8%
CB
549
Commerce Bank
Missouri
$655K -$538K -4,256 -43%
MWM
550
Mission Wealth Management
California
$654K -$178K -1,411 -20%