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Name Holding Trade Value Shares
Change
Change in
Stake
GT
451
Greenleaf Trust
Michigan
$732K +$23K +126 +4%
CFB
452
Cullen/Frost Bankers
Texas
$725K -$30.2K -165 -4%
WI
453
Westbourne Investments
Virginia
$714K +$662K +3,620 New
VI
454
Versor Investments
New York
$711K -$492K -2,692 -43%
GT
455
Glenmede Trust
Pennsylvania
$707K +$90.8K +497 +16%
FA
456
Fedenia Advisers
Wisconsin
$699K +$647K +3,543 New
SC
457
Scotia Capital
Ontario, Canada
$694K -$124K -679 -16%
FFA
458
Farther Finance Advisors
California
$678K +$575K +3,147 +1,097%
CCA
459
Cottonwood Capital Advisors
Utah
$672K +$308K +1,687 +98%
CNBOF
460
City National Bank of Florida
Florida
$659K +$611K +3,341 New
SW
461
Simplicity Wealth
New Jersey
$659K -$10.4K -57 -2%
KCM
462
Kathmere Capital Management
Pennsylvania
$652K +$30.7K +168 +5%
MFAM
463
Motley Fool Asset Management
Virginia
$631K +$59.9K +328 +11%
PCM
464
Prelude Capital Management
New York
$609K +$159K +872 +39%
PFA
465
Petra Financial Advisors
Colorado
$603K -$121K -660 -18%
AFCM
466
Applied Finance Capital Management
Puerto Rico
$596K
HA
467
Harbor Advisors
Florida
$592K
HCM
468
Hengehold Capital Management
Ohio
$591K +$153K +839 +39%
IA
469
IFP Advisors
Florida
$590K -$140K -768 -20%
GEM
470
Global Endowment Management
North Carolina
$585K -$210K -1,151 -28%
QL
471
Quarry LP
New York
$565K -$180K -983 -26%
AAS
472
Avantax Advisory Services
Texas
$565K +$72.7K +398 +16%
EFM
473
E Fund Management
China
$560K +$139K +758 +36%
S
474
SignatureFD
Georgia
$558K +$1.28K +7 +0.2%
TWC
475
TD Waterhouse Canada
Ontario, Canada
$557K +$432K +2,365 +514%