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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
401
Empirical Wealth Management
Washington
$826K +$103K +160 +12%
I
402
INVST
Indiana
$804K +$22.6K +35 +3%
VI
403
Vestcor Inc
New Brunswick, Canada
$804K -$3.87M -5,999 -81%
KWA
404
Kingswood Wealth Advisors
California
$800K +$515K +799 +128%
ProShare Advisors
405
ProShare Advisors
Maryland
$795K -$3.39M -5,262 -79%
AF
406
Advisornet Financial
Minnesota
$793K -$25.1K -39 -3%
AA
407
ALPS Advisors
Colorado
$793K +$271K +421 +43%
WANY
408
Wealthspire Advisors (New York)
New York
$773K +$250K +388 +39%
DILIC
409
Dai-ichi Life Insurance Company
Japan
$773K +$886K +1,375 New
Rockefeller Capital Management
410
Rockefeller Capital Management
New York
$765K +$193K +299 +28%
HIM
411
Hanlon Investment Management
New Jersey
$759K -$49.6K -77 -5%
WIA
412
World Investment Advisors
California
$746K +$4.51K +7 +0.5%
TF
413
Trek Financial
Arizona
$734K +$87K +135 +12%
CCM
414
Coldstream Capital Management
Washington
$733K +$66.4K +103 +9%
SAI
415
Systematic Alpha Investments
New Jersey
$731K – – –
WC
416
Westerkirk Capital
$731K +$838K +1,300 New
UBS AM
417
UBS AM
Illinois
$727K -$43.2M -67,102 -98%
FIA
418
Foundations Investment Advisors
Arizona
$724K +$830K +1,288 New
AAM
419
Advisors Asset Management
Colorado
$723K -$644 -1 -0.1%
GM
420
GeoWealth Management
Illinois
$712K +$268K +416 +49%
BT
421
Banque Transatlantique
France
$712K – – –
LCM
422
Laurion Capital Management
New York
$709K +$813K +1,262 New
TPI
423
Trust Point Inc
Wisconsin
$706K +$7.73K +12 +1%
HCWM
424
Hidden Cove Wealth Management
Washington
$695K +$1.93K +3 +0.2%
GIA
425
Gladstone Institutional Advisory
Florida
$686K +$56.1K +87 +8%