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Name Holding Trade Value Shares
Change
Change in
Stake
SBH
451
Segall Bryant & Hamill
Illinois
$632K -$17.6K -561 -2%
CIM
452
CIM Investment Management
Pennsylvania
$630K +$27.1K +862 +4%
BA
453
Bridgewater Associates
Connecticut
$618K +$740K +23,528 New
RJT
454
Raymond James Trust
Florida
$613K -$75.5K -2,400 -9%
IC
455
Intersect Capital
California
$611K +$5.75K +183 +0.8%
CPO
456
Cerity Partners OCIO
New York
$599K -$42K -1,336 -6%
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$594K
CHC
458
City Holding Co
West Virginia
$593K -$14.1K -448 -2%
WANY
459
Wealthspire Advisors (New York)
New York
$589K +$705K +22,419 New
CIBC Private Wealth Group
460
CIBC Private Wealth Group
Georgia
$585K -$21.4K -682 -3%
BBA
461
BLB&B Advisors
Pennsylvania
$578K +$10.9K +346 +2%
Baillie Gifford & Co
462
Baillie Gifford & Co
United Kingdom
$572K
UCFA
463
United Capital Financial Advisors
Texas
$562K -$482K -15,313 -42%
QC
464
Quadrature Capital
United Kingdom
$559K +$669K +21,284 New
BCM
465
Brookstone Capital Management
Illinois
$557K +$52.2K +1,659 +8%
SW
466
StrongBox Wealth
Missouri
$549K +$658K +20,918 New
GT
467
Greenleaf Trust
Michigan
$545K -$63.8K -2,028 -9%
GVAG
468
Great Valley Advisor Group
Delaware
$544K -$73K -2,321 -10%
LNWWM
469
Laird Norton Wetherby Wealth Management
California
$542K +$55.9K +1,778 +9%
SNT
470
Security National Trust
West Virginia
$530K +$440 +14 +0.1%
BOTW
471
Bank of the West
California
$530K +$69.3K +2,204 +12%
CI
472
Conning Inc
Connecticut
$527K -$15.9K -506 -2%
AF
473
Advisornet Financial
Minnesota
$526K -$16.2K -514 -3%
IRC
474
Investors Research Corp
Georgia
$525K -$12.3K -391 -2%
MA
475
MUFG Americas
New York
$525K