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Name Holding Trade Value Shares
Change
Change in
Stake
CG
351
Caprock Group
Idaho
$425K +$38.1K +422 +9%
DP
352
Dearborn Partners
Illinois
$425K -$10.1K -112 -2%
OWA
353
One Wealth Advisors
California
$425K
RA
354
Ruggaard & Associates
Ohio
$425K
MDA
355
Minot DeBlois Advisors
Massachusetts
$424K +$451K +4,999 New
TBT
356
Texas Bank & Trust
Texas
$415K +$441K +4,886 New
OIA
357
OneDigital Investment Advisors
Kansas
$413K -$122K -1,357 -22%
PCS
358
Personal CFO Solutions
New Jersey
$412K -$6.31K -70 -1%
HH
359
Hilltop Holdings
Texas
$409K -$1.71K -19 -0.4%
DWT
360
Dorsey & Whitney Trust
South Dakota
$407K -$50.3K -558 -10%
GAM
361
Gotham Asset Management
New York
$406K -$860K -9,534 -67%
NPT
362
Nixon Peabody Trust
Massachusetts
$402K
AFG
363
Atomi Financial Group
New York
$400K -$35.9K -398 -8%
WT
364
Whittier Trust
California
$397K -$21.7K -241 -5%
LAS
365
LWM Advisory Services
Florida
$388K +$158K +1,752 +62%
MOS
366
MGO One Seven
Ohio
$386K -$4.24K -47 -1%
ARMT
367
Amica Retiree Medical Trust
Rhode Island
$385K -$35.5K -394 -8%
GT
368
Greenleaf Trust
Michigan
$385K
NFGCM
369
Norman Fields Gottscho Capital Management
New York
$383K -$12.2K -135 -3%
AQR Capital Management
370
AQR Capital Management
Connecticut
$381K +$39.4K +437 +11%
TPCW
371
TD Private Client Wealth
New York
$378K -$1.44K -16 -0.4%
NA
372
NewEdge Advisors
Louisiana
$374K +$16.6K +184 +4%
CWM
373
Cranbrook Wealth Management
Michigan
$371K
APWM
374
Argonautica Private Wealth Management
Massachusetts
$368K -$812 -9 -0.2%
WTC
375
WhitTier Trust Company
Nevada
$361K -$7.12K -79 -2%