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Name Holding Trade Value Shares
Change
Change in
Stake
E
501
Ergoteles
New York
$603K +$636K +3,549 New
FG
502
Fiduciary Group
Georgia
$597K -$3.58K -20 -0.6%
SL
503
Summitry LLC
California
$593K -$18.6K -104 -3%
KWA
504
KCS Wealth Advisory
California
$592K -$515K -2,873 -45%
Deutsche Bank
505
Deutsche Bank
Germany
$591K +$6.63K +37 +1%
FNT
506
First Nebraska Trust
Nebraska
$589K
EI
507
Ellevest Inc
New York
$587K -$69.5K -388 -10%
LMKC
508
L.M. Kohn & Company
Ohio
$586K -$179 -1 -0%
BFS
509
Bard Financial Services
Connecticut
$582K
V
510
Veritable
Delaware
$580K -$109K -607 -15%
SFA
511
Sequoia Financial Advisors
Ohio
$577K -$91.4K -510 -13%
GT
512
Greenleaf Trust
Michigan
$577K -$8.42K -47 -1%
MC
513
Maverick Capital
Texas
$571K +$15.2K +85 +3%
Fiera Capital (Canada)
514
Fiera Capital (Canada)
Quebec, Canada
$571K +$93.9K +524 +18%
MFGM
515
Marshall Financial Group (Maryland)
Maryland
$570K +$42.5K +237 +8%
PA
516
Profund Advisors
Maryland
$569K -$67.2K -375 -10%
OFG
517
OmniStar Financial Group
North Carolina
$567K +$51.1K +285 +9%
ACA
518
Atlas Capital Advisors
Wyoming
$548K -$11.6K -65 -2%
CIA
519
Cohen Investment Advisors
New Hampshire
$546K +$5.91K +33 +1%
CHP
520
Cable Hill Partners
Oregon
$535K +$15.9K +89 +3%
IAN
521
Integrated Advisors Network
Texas
$531K +$56.3K +314 +11%
CA
522
Cullinan Associates
Kentucky
$526K
AIM
523
Alhambra Investment Management
Florida
$512K
CAM
524
Cresset Asset Management
Illinois
$511K -$135K -753 -20%
MP
525
McDonald Partners
Ohio
$511K -$26.9K -150 -5%