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Name Holding Trade Value Shares
Change
Change in
Stake
Ballentine Partners
476
Ballentine Partners
Massachusetts
$485K -$20.8K -363 -4%
SIA
477
Schechter Investment Advisors
Michigan
$484K -$26.1K -455 -5%
Csenge Advisory Group
478
Csenge Advisory Group
Florida
$481K -$37.9K -660 -7%
Laird Norton Wetherby Wealth Management
479
Laird Norton Wetherby Wealth Management
California
$477K -$30.1K -525 -6%
JWA
480
JFS Wealth Advisors
Pennsylvania
$474K +$471K +8,201 +4,316%
Silvercrest Asset Management
481
Silvercrest Asset Management
New York
$471K -$22.8K -398 -5%
RFG Advisory
482
RFG Advisory
Alabama
$470K -$289K -5,037 -38%
Integrated Wealth Concepts
483
Integrated Wealth Concepts
Massachusetts
$467K +$27.7K +482 +6%
Empowered Funds
484
Empowered Funds
Pennsylvania
$464K +$59.3K +1,034 +14%
Vestcor Inc
485
Vestcor Inc
New Brunswick, Canada
$464K -$517 -9 -0.1%
Vontobel Holding
486
Vontobel Holding
Switzerland
$461K +$21K +366 +5%
Vident Advisory
487
Vident Advisory
Georgia
$461K -$276K -4,812 -37%
TW
488
TritonPoint Wealth
Maryland
$452K -$15.6K -272 -3%
First National Trust
489
First National Trust
Pennsylvania
$450K – – –
SAM
490
Shell Asset Management
Netherlands
$445K +$14.5K +252 +3%
North Star Asset Management
491
North Star Asset Management
Wisconsin
$444K – – –
AO
492
Advisor OS
Illinois
$442K -$671K -11,686 -60%
Jones Financial Companies
493
Jones Financial Companies
Missouri
$440K +$84.1K +1,465 +23%
Fiduciary Trust
494
Fiduciary Trust
Massachusetts
$433K +$19.1K +332 +5%
CIBC World Market
495
CIBC World Market
Ontario, Canada
$430K -$2.01M -35,043 -82%
EB
496
Emprise Bank
Kansas
$430K -$50K -871 -10%
Brighton Jones LLC
497
Brighton Jones LLC
Washington
$428K +$214K +3,730 +97%
Bank Julius Baer & Co
498
Bank Julius Baer & Co
Switzerland
$422K +$389K +6,773 New
Guggenheim Capital
499
Guggenheim Capital
Illinois
$422K -$2.05M -35,696 -83%
PTC
500
Petrus Trust Company
Texas
$421K +$186K +3,240 +77%