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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
276
Vanguard Personalized Indexing Management
California
$510K -$39.6K -571 -6%
ATC
277
Argent Trust Co
Tennessee
$506K +$13.3K +191 +2%
WA
278
Wealth Alliance
New York
$488K -$36.9K -532 -6%
DAS
279
Dynamic Advisor Solutions
Arizona
$487K +$17.8K +257 +3%
YCM
280
Yousif Capital Management
Michigan
$486K +$56.9K +820 +11%
CCP
281
Corient Capital Partners
California
$474K – – –
LNWWM
282
Laird Norton Wetherby Wealth Management
California
$474K +$34.3K +494 +6%
RC
283
RegentAtlantic Capital
New Jersey
$473K -$46.1K -665 -8%
BCM
284
Bayesian Capital Management
New York
$461K +$550K +7,922 New
NFGCM
285
Norman Fields Gottscho Capital Management
New York
$459K -$20.8K -300 -4%
Cerity Partners
286
Cerity Partners
New York
$452K -$82.1K -1,183 -13%
FTDI
287
First Trust Direct Indexing
Massachusetts
$451K +$46K +663 +9%
AT
288
American Trust
Kentucky
$450K -$24K -346 -4%
FFM
289
Forum Financial Management
Illinois
$447K – – –
PWPS
290
Pinnacle Wealth Planning Services
Ohio
$436K -$29.6K -426 -5%
API
291
Advisor Partners II
California
$436K +$520K +7,500 New
BF
292
BOK Financial
Oklahoma
$435K +$32.8K +473 +7%
SI
293
Stephens Inc
Arkansas
$434K -$17.4K -251 -3%
Mercer Global Advisors
294
Mercer Global Advisors
Colorado
$431K +$31.5K +454 +7%
Acadian Asset Management
295
Acadian Asset Management
Massachusetts
$427K +$39.4K +568 +8%
ARMT
296
Amica Retiree Medical Trust
Rhode Island
$426K +$73.3K +1,057 +17%
PFO
297
Pathstone Family Office
New Jersey
$421K +$287K +4,139 +143%
S
298
SignatureFD
Georgia
$416K -$66.9K -964 -12%
BC
299
Bridgefront Capital
Texas
$411K +$269K +3,882 +122%
YWP
300
YorkBridge Wealth Partners
New York
$407K +$21.6K +312 +5%