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Name Holding Trade Value Shares
Change
Change in
Stake
EPW
576
Evolve Private Wealth
California
$1.12M -$62.9K -195 -5%
PWM
577
Perigon Wealth Management
California
$1.12M +$117K +363 +12%
CA
578
CV Advisors
Florida
$1.11M +$1.08M +3,355 New
RIA
579
Regal Investment Advisors
Michigan
$1.11M -$117K -362 -10%
GT
580
Greenleaf Trust
Michigan
$1.11M -$11.3K -35 -1%
BPCE
581
Bank Pictet & Cie (Europe)
Germany
$1.11M – – –
HP
582
Holistic Planning
Texas
$1.1M +$9.36K +29 +0.9%
AC
583
AlphaCore Capital
California
$1.09M +$633K +1,961 +146%
DSC
584
Duncker Streett & Co
Missouri
$1.09M – – –
JFG
585
Jefferies Financial Group
New York
$1.09M +$737K +2,284 +227%
S
586
SignatureFD
Georgia
$1.08M -$53.2K -165 -5%
NEI
587
Northwest & Ethical Investments
Ontario, Canada
$1.08M -$1.39M -4,298 -57%
RBI
588
Raiffeisen Bank International
Austria
$1.08M -$5.81K -18 -0.5%
FRA
589
Frank Rimerman Advisors
California
$1.07M +$45.8K +142 +5%
PTC
590
Private Trust Company
Ohio
$1.07M +$1.94K +6 +0.2%
RG
591
Rathbones Group
United Kingdom
$1.06M +$11.6K +36 +1%
DE
592
Diversified Enterprises
Delaware
$1.06M +$323 +1 +0%
CFM
593
Comprehensive Financial Management
California
$1.06M – – –
Kovitz Investment Group Partners
594
Kovitz Investment Group Partners
Illinois
$1.05M -$182K -563 -15%
VWM
595
Venturi Wealth Management
Texas
$1.03M -$29.7K -92 -3%
CC
596
Citrine Capital
California
$1.02M +$645 +2 +0.1%
RWM
597
Ritholtz Wealth Management
New York
$1.02M +$103K +318 +12%
MHIC
598
Marble Harbor Investment Counsel
Massachusetts
$1.02M -$10K -31 -1%
HC
599
Henshaw Capital
Massachusetts
$1.01M – – –
NB
600
NBT Bank
New York
$1.01M -$194K -600 -16%