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Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
476
Wealthfront Advisers
California
$456K -$587 -29 -0.1%
CF
477
Copperwynd Financial
Arizona
$455K -$10.1K -499 -2%
CK
478
Cohen Klingenstein
New York
$455K – – –
OFS
479
OneAscent Financial Services
Alabama
$454K -$78.7K -3,888 -13%
NRS
480
Neville Rodie & Shaw
New York
$452K – – –
SOAMC
481
Spirit of America Management Corp
New York
$451K – – –
SWRP
482
Summit Wealth & Retirement Planning
California
$445K -$2.91K -144 -0.6%
IIM
483
Ironwood Investment Management
Massachusetts
$445K – – –
Mission Wealth Management
484
Mission Wealth Management
California
$445K +$1.44K +71 +0.3%
Johnson Investment Counsel
485
Johnson Investment Counsel
Ohio
$444K -$10.1K -498 -2%
GIM
486
Grassi Investment Management
California
$444K – – –
Veritable
487
Veritable
Delaware
$442K -$31.3K -1,548 -6%
TCA
488
Teewinot Capital Advisers
New York
$440K – – –
TCM
489
Twin Capital Management
Pennsylvania
$438K +$8.5K +420 +2%
Buckingham Strategic Wealth
490
Buckingham Strategic Wealth
Missouri
$435K -$227K -11,226 -31%
TAM
491
Trust Asset Management
Texas
$435K – – –
Ameritas Investment Partners
492
Ameritas Investment Partners
Nebraska
$429K – – –
BFA
493
Beaumont Financial Advisors
Massachusetts
$423K – – –
Gateway Investment Advisers
494
Gateway Investment Advisers
Ohio
$421K -$2.33M -115,264 -83%
BS
495
Boenning & Scattergood
Pennsylvania
$420K -$132K -6,515 -21%
HA
496
H2O AM
United Kingdom
$420K +$490K +24,207 New
SC
497
SRB Corp
Massachusetts
$418K -$35.3K -1,743 -7%
Oppenheimer & Co
498
Oppenheimer & Co
New York
$418K +$34.7K +1,716 +8%
UMB Bank
499
UMB Bank
Missouri
$417K -$172K -8,488 -26%
Brown Advisory
500
Brown Advisory
Maryland
$416K -$38K -1,879 -7%