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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
476
Integrated Wealth Concepts
Massachusetts
$4.17M -$42.5K -129 -1%
WJWM
477
Williams Jones Wealth Management
New York
$4.1M -$161K -490 -4%
Wealthfront Advisers
478
Wealthfront Advisers
California
$4.09M +$200K +609 +6%
EF
479
Empirical Finance
Pennsylvania
$4.05M +$114K +347 +3%
HAS
480
HBW Advisory Services
California
$4.04M
VIM
481
Vinva Investment Management
Australia
$4.03M +$289K +878 +9%
SA
482
SpiderRock Advisors
Delaware
$4.02M +$3.75M +11,390 New
FP
483
Factorial Partners
New York
$3.96M +$856K +2,600 +31%
HNW
484
High Note Wealth
Minnesota
$3.93M +$56.6K +172 +2%
SSB
485
Sandy Spring Bank
Maryland
$3.9M -$187K -567 -5%
GAG
486
GM Advisory Group
New York
$3.87M +$437K +1,328 +14%
SPIA
487
Steward Partners Investment Advisory
New York
$3.83M +$8.23K +25 +0.2%
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.81M +$679K +2,062 +20%
Kovitz Investment Group Partners
489
Kovitz Investment Group Partners
Illinois
$3.77M +$2.72M +8,266 +393%
RWM
490
RBA Wealth Management
California
$3.76M +$75.4K +229 +2%
NB
491
Norinchukin Bank
Japan
$3.73M -$47.7K -145 -1%
WAG
492
Wallace Advisory Group
California
$3.73M -$658 -2 -0%
LW
493
Linscomb Wealth
Texas
$3.73M +$14.2K +43 +0.4%
PTC
494
Philadelphia Trust Company
Pennsylvania
$3.69M
IA
495
Icon Advisers
Colorado
$3.68M
MCM
496
MAI Capital Management
Ohio
$3.66M +$178K +540 +6%
GT
497
Greenleaf Trust
Michigan
$3.65M +$97.8K +297 +3%
AAIM
498
American Assets Investment Management
California
$3.65M
SGH
499
Sivik Global Healthcare
Connecticut
$3.63M -$2.47M -7,500 -43%
LWM
500
Lyell Wealth Management
California
$3.62M +$136K +414 +4%