Name Holding Trade Value Shares
Change
Change in
Stake
WF
501
WoodTrust Financial
Wisconsin
$447K +$213K +1,587 +90%
ASN
502
Advisory Services Network
Georgia
$447K +$449K +3,350 New
AAM
503
Aureus Asset Management
Massachusetts
$446K +$447K +3,340 New
GT
504
Greenleaf Trust
Michigan
$445K +$17.5K +131 +4%
SCA
505
Snowden Capital Advisors
New York
$444K +$159K +1,188 +56%
FWIA
506
Fort Washington Investment Advisors
Ohio
$444K – – –
PA
507
Profund Advisors
Maryland
$439K +$17.8K +133 +4%
SRC
508
Shufro Rose & Co
New York
$437K -$26.8K -200 -6%
APA
509
American Portfolios Advisors
New York
$435K +$23K +172 +6%
OPS
510
Orion Portfolio Solutions
Nebraska
$435K -$20.2K -151 -4%
CICI
511
Capital Investment Counsel Inc
North Carolina
$432K – – –
AIP
512
Ameritas Investment Partners
Nebraska
$427K – – –
AG
513
AlphaSimPlex Group
Massachusetts
$426K -$398K -2,969 -48%
WJWM
514
Williams Jones Wealth Management
New York
$426K +$31.3K +234 +8%
KAS
515
Kestra Advisory Services
Texas
$423K +$22.5K +168 +6%
CNC
516
Canandaigua National Corp
New York
$421K – – –
VAS
517
Vestmark Advisory Solutions
Massachusetts
$409K +$72.3K +540 +21%
FHA
518
First Horizon Advisors
Tennessee
$407K -$8.04K -60 -2%
AA
519
AlphaMark Advisors
Kentucky
$407K +$4.29K +32 +1%
LA
520
LexAurum Advisors
Kansas
$406K – – –
SW
521
SVB Wealth
Massachusetts
$404K +$89.7K +670 +28%
JFL
522
Jarislowsky, Fraser Ltd
Quebec, Canada
$401K – – –
NERM
523
New England Research & Management
Illinois
$401K – – –
TAM
524
Tocqueville Asset Management
New York
$401K – – –
KPW
525
Kore Private Wealth
New York
$401K +$19.4K +145 +5%