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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
551
Atlas Capital Advisors
Wyoming
$596K -$155K -6,974 -22%
CCG
552
Cypress Capital Group
Florida
$595K +$9.12K +409 +2%
CK
553
Cohen Klingenstein
New York
$594K
DWT
554
Dorsey & Whitney Trust
South Dakota
$591K +$9.5K +426 +2%
IIM
555
Ironwood Investment Management
Massachusetts
$588K -$6.69K -300 -1%
Simplex Trading
556
Simplex Trading
Illinois
$585K +$575K +25,788 New
OC
557
Oppenheimer & Co
New York
$581K -$29.9K -1,339 -5%
OAM
558
Occidental Asset Management
California
$577K +$17.1K +768 +3%
Truist Financial
559
Truist Financial
North Carolina
$575K +$25.6K +1,149 +5%
SIM
560
Spark Investment Management
New York
$574K -$1.48M -66,600 -72%
TCA
561
Teewinot Capital Advisers
New York
$574K
BCWM
562
Bartlett & Co Wealth Management
Ohio
$573K
RCS
563
Retirement Capital Strategies
California
$571K
BC
564
Bartlett & Co
Ohio
$570K
WA
565
Wealth Architects
California
$566K -$47.3K -2,120 -8%
CG
566
Caprock Group
Idaho
$564K -$50.5K -2,267 -8%
ST
567
Smithfield Trust
Pennsylvania
$560K
CWM
568
Concentric Wealth Management
California
$558K
AF
569
Allworth Financial
California
$557K +$99K +4,441 +22%
TAM
570
Trust Asset Management
Texas
$553K
3C
571
361 Capital
Colorado
$549K +$539K +24,184 New
RS
572
Robeco Schweiz
Switzerland
$546K
PCM
573
Prelude Capital Management
New York
$546K +$208K +9,326 +63%
Northwestern Mutual Wealth Management
574
Northwestern Mutual Wealth Management
Wisconsin
$545K +$28K +1,257 +6%
JIC
575
Johnson Investment Counsel
Ohio
$544K +$13.5K +607 +3%