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Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
426
Vontobel Holding
Switzerland
$334K +$41.7K +228 +15%
OFG
427
Oxford Financial Group
Indiana
$333K +$46.1K +252 +17%
VF
428
Virtu Financial
New York
$331K +$312K +1,705 New
WJWM
429
Williams Jones Wealth Management
New York
$321K -$183 -1 -0.1%
IIC
430
Ironwood Investment Counsel
Arizona
$321K
QCG
431
Quadrant Capital Group
Ohio
$318K +$51.4K +281 +21%
Rockefeller Capital Management
432
Rockefeller Capital Management
New York
$315K -$26.7K -146 -8%
TTWM
433
TCV Trust & Wealth Management
Virginia
$311K -$3.47K -19 -1%
TCBWMS
434
Texas Capital Bank Wealth Management Services
Texas
$311K +$7.31K +40 +3%
PTC
435
Private Trust Company
Ohio
$310K -$21.7K -119 -7%
SB
436
Strategic Blueprint
Georgia
$308K +$290K +1,587 New
TA
437
TrueWealth Advisors
Alabama
$308K
EI
438
Ellevest Inc
New York
$304K +$151K +827 +112%
EWA
439
EverSource Wealth Advisors
Alabama
$303K -$215K -1,178 -43%
BAMF
440
BI Asset Management Fondsmaeglerselskab
Denmark
$302K +$284K +1,556 New
AWM
441
Apollon Wealth Management
South Carolina
$298K +$281K +1,535 New
SS
442
Simplicity Solutions
Minnesota
$297K +$46.8K +256 +20%
MAM
443
Meeder Asset Management
Ohio
$295K -$230K -1,258 -45%
CI
444
Cigna Investments
Connecticut
$293K
P
445
Pitcairn
Pennsylvania
$292K -$1.83K -10 -0.7%
WT
446
Washington Trust
Rhode Island
$292K
WSFS
447
Wilmington Savings Fund Society
Delaware
$286K
MOS
448
MGO One Seven
Ohio
$285K +$11K +60 +4%
BWP
449
BSW Wealth Partners
Colorado
$285K +$268K +1,467 New
SFG
450
SNS Financial Group
Minnesota
$285K +$183 +1 +0.1%