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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Executive Wealth Management
Michigan
$1.07M +$373K +4,412 +54%
V
452
Veritable
Delaware
$1.06M +$3.05K +36 +0.3%
CW
453
CreativeOne Wealth
Kansas
$1.03M +$2.37K +28 +0.2%
BSW
454
Buckingham Strategic Wealth
Missouri
$1.03M -$1.69K -20 -0.2%
ACP
455
Ashfield Capital Partners
California
$1.03M -$11.5K -136 -1%
PCA
456
Pallas Capital Advisors
Massachusetts
$1.03M +$964K +11,388 New
IRF
457
IBM Retirement Fund
New York
$1.02M -$94.1K -1,112 -8%
BWM
458
BNC Wealth Management
Oregon
$1.02M +$15.6K +184 +2%
CAM
459
Cresset Asset Management
Illinois
$1.02M +$499K +5,892 +98%
IC
460
IEQ Capital
California
$987K +$979K +11,564 New
FFA
461
First Foundation Advisors
California
$979K +$278K +3,284 +40%
OSIA
462
O'Shares Investment Advisers
Massachusetts
$964K -$3.05K -36 -0.3%
AG
463
AlphaSimPlex Group
Massachusetts
$959K -$152K -1,800 -14%
HSA
464
HBK Sorce Advisory
Pennsylvania
$959K +$13.5K +160 +1%
KCM
465
Kornitzer Capital Management
Kansas
$956K – – –
WS
466
Wedbush Securities
California
$948K +$96.8K +1,144 +11%
KCM
467
Kanawha Capital Management
Virginia
$944K -$2.37K -28 -0.3%
TNAM
468
Terra Nova Asset Management
New York
$941K +$291K +3,444 +45%
FBT
469
First Bank & Trust
South Dakota
$923K +$150K +1,768 +20%
E
470
Ergoteles
New York
$922K +$914K +10,800 New
ZB
471
Zions Bancorporation
Utah
$919K +$589K +6,960 +183%
Mercer Global Advisors
472
Mercer Global Advisors
Colorado
$901K -$1.04M -12,252 -54%
LFA
473
Legacy Financial Advisors
Kentucky
$890K -$21.3K -252 -2%
IIC
474
Ironwood Investment Counsel
Arizona
$887K – – –
KRSITF
475
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$884K +$36.6K +432 +4%