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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Ameliora Wealth Management
Switzerland
$615K +$660K +3,090 New
MAS
577
Meeder Advisory Services
Ohio
$614K -$3.21K -15 -0.5%
AGF Management
578
AGF Management
Ontario, Canada
$612K +$658K +3,077 New
Leonteq Securities AG
579
Leonteq Securities AG
Switzerland
$609K +$179K +837 +38%
Cetera Advisors
580
Cetera Advisors
Colorado
$608K -$19K -89 -3%
VWA
581
V Wealth Advisors
Kansas
$601K -$3.85K -18 -0.6%
AP
582
AtonRa Partners
Switzerland
$600K -$66.9K -313 -9%
SCI
583
S&CO Inc
Massachusetts
$596K – – –
BIM
584
Baldwin Investment Management
Pennsylvania
$594K -$18.6K -87 -3%
Greenleaf Trust
585
Greenleaf Trust
Michigan
$585K -$38.9K -182 -6%
UH
586
Unigestion Holding
Switzerland
$583K -$207K -968 -24%
Perigon Wealth Management
587
Perigon Wealth Management
California
$581K +$855 +4 +0.1%
Coldstream Capital Management
588
Coldstream Capital Management
Washington
$571K +$26.5K +124 +5%
Profund Advisors
589
Profund Advisors
Maryland
$565K -$4.08M -19,075 -87%
United Capital Financial Advisors
590
United Capital Financial Advisors
Texas
$564K +$97.2K +455 +19%
Great Lakes Advisors
591
Great Lakes Advisors
Illinois
$561K -$14.7K -69 -2%
Intact Investment Management
592
Intact Investment Management
Quebec, Canada
$557K – – –
PTP
593
Platform Technology Partners
New York
$557K – – –
ESCM
594
Echo Street Capital Management
New York
$557K -$2.96M -13,841 -83%
Veritable
595
Veritable
Delaware
$551K -$120K -562 -17%
MCA
596
Magnolia Capital Advisors
Mississippi
$546K +$64.1K +300 +12%
Carson Wealth (CWM LLC)
597
Carson Wealth (CWM LLC)
Nebraska
$545K -$63.3K -296 -10%
FI
598
Financial Insights
Washington
$543K +$583K +2,729 New
MM
599
MQS Management
New York
$541K +$342K +1,598 +143%
MFS
600
Mirabella Financial Services
United Kingdom
$536K +$576K +2,693 New