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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
501
Visionary Wealth Advisors
Illinois
$601K -$319K -5,277 -35%
HI
502
Humankind Investments
New York
$600K +$8.82K +146 +1%
LIM
503
Leavell Investment Management
Alabama
$597K +$103K +1,700 +21%
WIS
504
Wright Investors Service
Connecticut
$578K -$201K -3,321 -26%
CIBC Private Wealth Group
505
CIBC Private Wealth Group
Georgia
$573K -$3.26K -54 -0.6%
Bessemer Group
506
Bessemer Group
New Jersey
$553K -$44.2K -732 -7%
Jones Financial Companies
507
Jones Financial Companies
Missouri
$552K +$75K +1,241 +16%
N
508
Numerai
California
$549K +$547K +9,050 New
VI
509
Vestcor Inc
New Brunswick, Canada
$545K -$274K -4,533 -34%
AIA
510
Affinity Investment Advisors
California
$544K -$62.4K -1,033 -10%
MYAM
511
Meiji Yasuda Asset Management
Japan
$543K +$23.9K +395 +5%
HCA
512
Harbor Capital Advisors
Illinois
$538K +$535K +8,858 New
FRA
513
Frank Rimerman Advisors
California
$533K +$271K +4,490 +105%
MSA
514
MUFG Securities Americas
New York
$533K +$80K +1,324 +18%
CG
515
Caprock Group
Idaho
$531K -$43.8K -725 -8%
Bank Julius Baer & Co
516
Bank Julius Baer & Co
Switzerland
$529K -$295K -4,882 -36%
BTI
517
Blue Trust Inc
Georgia
$523K +$201K +3,318 +63%
AF
518
Advisornet Financial
Minnesota
$523K +$363 +6 +0.1%
MWM
519
Mission Wealth Management
California
$519K +$7.55K +125 +1%
PP
520
Prudential plc
United Kingdom
$518K -$562K -9,305 -52%
Fidelity International
521
Fidelity International
Bermuda
$517K -$7.31K -121 -1%
RS
522
R Squared
Hong Kong
$517K +$433K +7,160 +526%
DWM
523
Diversify Wealth Management
Utah
$516K -$41.8K -691 -7%
CL
524
Choreo LLC
Illinois
$514K -$190K -3,147 -27%
PTC
525
Petrus Trust Company
Texas
$513K -$87.4K -1,446 -15%