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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
576
Atlas Capital Advisors
Wyoming
$655K -$188K -3,677 -22%
WG
577
Winton Group
United Kingdom
$651K -$1.61M -31,469 -71%
RIA
578
Realta Investment Advisors
Delaware
$645K +$51.6K +1,010 +9%
Northwestern Mutual Wealth Management
579
Northwestern Mutual Wealth Management
Wisconsin
$645K +$74.3K +1,456 +13%
OWA
580
One Wealth Advisors
California
$640K +$41.8K +819 +7%
OWM
581
Opes Wealth Management
California
$636K +$646K +12,658 New
WJWM
582
Williams Jones Wealth Management
New York
$634K +$80.7K +1,581 +14%
KC
583
Knuff & Co
California
$633K
RGC
584
Roberts, Glore & Co
Illinois
$633K
AWM
585
AE Wealth Management
Kansas
$628K -$1.36M -26,736 -68%
CA
586
Cetera Advisors
Colorado
$626K +$144K +2,829 +29%
Fiera Capital (Canada)
587
Fiera Capital (Canada)
Quebec, Canada
$626K +$285K +5,575 +81%
IMC Chicago
588
IMC Chicago
Illinois
$625K -$2.53M -49,581 -80%
GLA
589
Great Lakes Advisors
Illinois
$624K +$459 +9 +0.1%
UAS
590
United Asset Strategies
New York
$618K +$71.5K +1,400 +13%
GT
591
Greenleaf Trust
Michigan
$617K -$16.2K -318 -3%
MIAN
592
Mariner Independent Advisor Network
Kansas
$617K +$627K +12,282 New
MSRPS
593
Maryland State Retirement & Pension System
Maryland
$609K +$543K +10,636 New
GCMG
594
Gyroscope Capital Management Group
Florida
$606K +$65.2K +1,278 +12%
HCM
595
Howard Capital Management
Georgia
$604K +$567K +11,109 New
RJT
596
Raymond James Trust
Florida
$600K -$26.3K -516 -4%
IEFM
597
IQ EQ Fund Management
Ireland
$596K +$29.3K +574 +5%
SNT
598
Security National Trust
West Virginia
$593K -$171K -3,354 -22%
OC
599
Oppenheimer & Co
New York
$592K -$377K -7,385 -39%
RWM
600
Ritholtz Wealth Management
New York
$587K +$116K +2,263 +24%