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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
501
Claret Asset Management
Quebec, Canada
$508K -$66.8K -3,400 -11%
Northwestern Mutual Wealth Management
502
Northwestern Mutual Wealth Management
Wisconsin
$504K +$72.5K +3,689 +16%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$503K +$30.6K +1,556 +6%
Wealthfront Advisers
504
Wealthfront Advisers
California
$503K -$141K -7,190 -21%
BC
505
Bartlett & Co
Ohio
$499K +$30.6K +1,556 +6%
EGM
506
Engineers Gate Manager
New York
$499K +$518K +26,352 New
CK
507
Cohen Klingenstein
New York
$496K – – –
EWM
508
Empirical Wealth Management
Washington
$494K +$46.2K +2,352 +10%
AIP
509
Ameritas Investment Partners
Nebraska
$493K -$20.3K -1,031 -4%
CI
510
Conning Inc
Connecticut
$493K -$5.89K -300 -1%
NRS
511
Neville Rodie & Shaw
New York
$493K – – –
SOAMC
512
Spirit of America Management Corp
New York
$492K -$27.5K -1,400 -5%
SWRP
513
Summit Wealth & Retirement Planning
California
$491K – – –
TCM
514
Twin Capital Management
Pennsylvania
$485K -$16.9K -860 -3%
GIM
515
Grassi Investment Management
California
$484K – – –
LCM
516
Landscape Capital Management
New Jersey
$484K +$503K +25,594 New
CA
517
Cetera Advisors
Colorado
$481K -$38.6K -1,964 -7%
TCA
518
Teewinot Capital Advisers
New York
$479K – – –
Truist Financial
519
Truist Financial
North Carolina
$477K -$14.1K -716 -3%
FA
520
FDx Advisors
Illinois
$477K +$22.8K +1,163 +5%
JCM
521
Jacobi Capital Management
Pennsylvania
$476K +$6.93K +353 +1%
TAM
522
Trust Asset Management
Texas
$475K +$5.54K +282 +1%
JC
523
Jacobs & Co
California
$474K +$42.7K +2,175 +9%
MBT
524
Montecito Bank & Trust
California
$467K +$13.3K +676 +3%
AF
525
Allworth Financial
California
$461K +$2.46K +125 +0.5%