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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Modera Wealth Management
New Jersey
$650K -$116K -3,983 -14%
IIM
502
INTECH Investment Management
Florida
$649K +$298K +10,231 +72%
DZ Bank
503
DZ Bank
Germany
$646K -$467K -16,068 -40%
RPCONE
504
Retirement Planning Company of New England
Rhode Island
$643K +$104K +3,586 +17%
BBHC
505
Brown Brothers Harriman & Co
New York
$642K +$61.2K +2,104 +9%
BFA
506
Beacon Financial Advisory
Ohio
$638K +$89.9K +3,092 +15%
MNBTD
507
Moody National Bank Trust Division
Texas
$638K +$19.7K +678 +3%
CCG
508
Ceeto Capital Group
Florida
$631K +$14.5K +499 +2%
OWP
509
Obermeyer Wealth Partners
Colorado
$630K +$346K +11,903 +100%
RIL
510
Rothschild Investment LLC
Illinois
$630K -$59.7K -2,051 -8%
WANY
511
Wealthspire Advisors (New York)
New York
$626K +$13.1K +450 +2%
SHFA
512
SS&H Financial Advisors
Michigan
$623K -$101K -3,489 -13%
GS
513
GTS Securities
Florida
$619K +$680K +23,379 New
FFA
514
First Foundation Advisors
California
$618K +$3.81K +131 +0.6%
VanEck Associates
515
VanEck Associates
New York
$616K -$22.6K -777 -3%
SIG
516
Stonegate Investment Group
Alabama
$615K +$116K +3,975 +21%
DT
517
Diversified Trust
Tennessee
$615K -$78.8K -2,708 -10%
PWM
518
Perigon Wealth Management
California
$613K -$59.2K -2,036 -8%
RMC
519
Resources Management Corp
Connecticut
$612K -$372K -12,794 -36%
BF
520
BOK Financial
Oklahoma
$611K -$333K -11,431 -33%
Assenagon Asset Management
521
Assenagon Asset Management
Luxembourg
$604K -$12.8K -440 -2%
KCPG
522
Kavar Capital Partners Group
Kansas
$598K -$61.5K -2,115 -9%
HIC
523
Holderness Investments Company
North Carolina
$597K -$33.1K -1,139 -5%
NMIMC
524
Northwestern Mutual Investment Management Company
Wisconsin
$597K +$4.8K +165 +0.7%
CI
525
Ceera Investments
Texas
$593K -$24.9K -855 -4%