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Name Holding Trade Value Shares
Change
Change in
Stake
CK
476
Cohen Klingenstein
New York
$455K
OFS
477
OneAscent Financial Services
Alabama
$454K -$78.7K -3,888 -13%
NRS
478
Neville Rodie & Shaw
New York
$452K
SOAMC
479
Spirit of America Management Corp
New York
$451K
SWRP
480
Summit Wealth & Retirement Planning
California
$445K -$2.91K -144 -0.6%
IIM
481
Ironwood Investment Management
Massachusetts
$445K
MWM
482
Mission Wealth Management
California
$445K +$1.44K +71 +0.3%
JIC
483
Johnson Investment Counsel
Ohio
$444K -$10.1K -498 -2%
GIM
484
Grassi Investment Management
California
$444K
V
485
Veritable
Delaware
$442K -$31.3K -1,548 -6%
TCA
486
Teewinot Capital Advisers
New York
$440K
TCM
487
Twin Capital Management
Pennsylvania
$438K +$8.5K +420 +2%
BSW
488
Buckingham Strategic Wealth
Missouri
$435K -$227K -11,226 -31%
TAM
489
Trust Asset Management
Texas
$435K
AIP
490
Ameritas Investment Partners
Nebraska
$429K
BFA
491
Beaumont Financial Advisors
Massachusetts
$423K
GIA
492
Gateway Investment Advisers
Ohio
$421K -$2.33M -115,264 -83%
BS
493
Boenning & Scattergood
Pennsylvania
$420K -$132K -6,515 -21%
HA
494
H2O AM
United Kingdom
$420K +$490K +24,207 New
SC
495
SRB Corp
Massachusetts
$418K -$35.3K -1,743 -7%
OC
496
Oppenheimer & Co
New York
$418K +$34.7K +1,716 +8%
UB
497
UMB Bank
Missouri
$417K -$172K -8,488 -26%
Brown Advisory
498
Brown Advisory
Maryland
$416K -$38K -1,879 -7%
CI
499
Conning Inc
Connecticut
$414K -$12K -594 -2%
AWS
500
Arkfeld Wealth Strategies
Nebraska
$413K +$176K +8,703 +58%