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Name Holding Trade Value Shares
Change
Change in
Stake
GT
576
Greenleaf Trust
Michigan
$656K +$44.5K +808 +7%
RJT
577
Raymond James Trust
Florida
$649K +$280K +5,085 +69%
GLA
578
Great Lakes Advisors
Illinois
$647K +$4.41K +80 +0.6%
MAM
579
Meeder Asset Management
Ohio
$632K -$2.73M -49,637 -80%
WPC
580
White Pine Capital
Minnesota
$632K
OWA
581
One Wealth Advisors
California
$621K +$44.7K +812 +7%
IDBONY
582
Israel Discount Bank of New York
New York
$618K -$35K -635 -5%
Lido Advisors
583
Lido Advisors
California
$617K +$21.4K +389 +3%
RIA
584
Realta Investment Advisors
Delaware
$616K +$199K +3,618 +44%
BRWA
585
B. Riley Wealth Advisors
Florida
$614K +$47.3K +859 +8%
QCM
586
Quantinno Capital Management
New York
$614K +$153K +2,772 +31%
ECM
587
ETrade Capital Management
Virginia
$612K -$48.5K -881 -7%
HEIP
588
Hudson Edge Investment Partners
New Jersey
$609K +$644K +11,682 New
CA
589
Cullinan Associates
Kentucky
$604K
TFA
590
Toth Financial Advisory
Virginia
$595K
Northwestern Mutual Wealth Management
591
Northwestern Mutual Wealth Management
Wisconsin
$594K +$49.7K +902 +9%
ONB
592
Old National Bancorp
Indiana
$591K -$32.4K -589 -5%
IEFM
593
IQ EQ Fund Management
Ireland
$588K +$13.4K +243 +2%
UB
594
UMB Bank
Missouri
$587K
HIM
595
Hillsdale Investment Management
Ontario, Canada
$586K -$64.5K -1,170 -9%
SAM
596
Strategy Asset Managers
California
$585K +$619K +11,241 New
AWM
597
Aberdeen Wealth Management
Illinois
$584K -$68.1K -1,236 -10%
SS
598
Simplicity Solutions
Minnesota
$580K +$614K +11,139 New
ACP
599
Ashfield Capital Partners
California
$577K
CI
600
Conning Inc
Connecticut
$576K -$18.2K -330 -3%