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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Wealth Advisors
451
Vanguard Capital Wealth Advisors
Colorado
$416K -$64.2K -1,281 -13%
SHJ
452
Sharkey, Howes & Javer
Colorado
$412K
PFT
453
Providence First Trust
Arizona
$410K
BFA
454
Bragg Financial Advisors
North Carolina
$407K
MFA
455
Mayflower Financial Advisors
Massachusetts
$405K +$1.05K +21 +0.3%
MGB
456
Mass General Brigham
Massachusetts
$403K +$400K +7,969 New
GT
457
Greenleaf Trust
Michigan
$399K
DA
458
DCM Advisors
New York
$399K +$148K +2,959 +60%
UCFA
459
United Capital Financial Advisors
Texas
$397K -$1.35K -27 -0.3%
MMPW
460
Mitchell McLeod Pugh & Williams
Alabama
$393K
MML Investors Services
461
MML Investors Services
Massachusetts
$393K +$105K +2,096 +37%
KeyBank National Association
462
KeyBank National Association
Ohio
$391K +$29.6K +590 +8%
LPIC
463
LeJeune Puetz Investment Counsel
Michigan
$384K
AA
464
ALPS Advisors
Colorado
$380K
MGIM
465
M&G Investment Management
United Kingdom
$369K -$4.96K -99 -1%
LS
466
Livforsakringsbolaget Skandia
Sweden
$369K
BJL
467
Brighton Jones LLC
Washington
$367K +$47.2K +942 +15%
Neuberger Berman Group
468
Neuberger Berman Group
New York
$366K -$84.6K -1,687 -18%
CCP
469
Corient Capital Partners
California
$365K +$41K +817 +13%
EWA
470
EP Wealth Advisors
California
$364K -$552 -11 -0.2%
MAM
471
Meeder Asset Management
Ohio
$362K -$250K -4,984 -41%
NSEDCP
472
NJ State Employees Deferred Compensation Plan
New Jersey
$362K
OWA
473
One Wealth Advisors
California
$356K +$116K +2,323 +49%
MCM
474
Manchester Capital Management
Vermont
$355K
LOAMS
475
Lombard Odier Asset Management (Switzerland)
Switzerland
$355K +$18.5K +369 +6%