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Name Holding Trade Value Shares
Change
Change in
Stake
MP
501
McDonald Partners
Ohio
$529K -$1.96K -12 -0.4%
FCI
502
Financial Counselors Inc
Kansas
$526K -$142K -871 -21%
CIA
503
Cohen Investment Advisors
New Hampshire
$522K -$8.02K -49 -2%
RG
504
Rathbones Group
United Kingdom
$522K
1WA
505
180 Wealth Advisors
Washington
$515K -$21.9K -134 -5%
Squarepoint
506
Squarepoint
New York
$515K +$514K +3,139 New
QCG
507
Quadrant Capital Group
Ohio
$512K +$60K +367 +13%
VWM
508
Venturi Wealth Management
Texas
$512K +$100K +613 +24%
Vanguard Personalized Indexing Management
509
Vanguard Personalized Indexing Management
California
$503K +$42.7K +261 +9%
BFA
510
Beaumont Financial Advisors
Massachusetts
$502K -$8.83K -54 -2%
EFS
511
Essex Financial Services
Connecticut
$499K +$3.27K +20 +0.7%
OWM
512
OneAscent Wealth Management
Alabama
$495K +$37.8K +231 +8%
AIM
513
Alhambra Investment Management
Florida
$495K +$493K +3,015 New
Principal Financial Group
514
Principal Financial Group
Iowa
$493K
WFMPM
515
Woodley Farra Manion Portfolio Management
Indiana
$493K
FFA
516
Founders Financial Alliance
North Carolina
$484K -$31.2K -191 -7%
PC
517
Plaisance Capital
Colorado
$483K +$2.64M +16,160 New
Financial Engines Advisors
518
Financial Engines Advisors
California
$480K +$49.2K +301 +12%
PP
519
Pegasus Partners
Wisconsin
$476K -$356K -2,175 -43%
AF
520
Advisornet Financial
Minnesota
$472K -$19.3K -118 -4%
ARMC
521
American Research & Management Company
Massachusetts
$472K
Bessemer Group
522
Bessemer Group
New Jersey
$472K +$82.3K +503 +21%
HAG
523
HighPoint Advisor Group
Illinois
$470K +$25.5K +156 +6%
FC
524
FCA Corp
Texas
$469K
P
525
Pitcairn
Pennsylvania
$469K +$144K +883 +45%