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Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Advisors
601
Cetera Advisors
Colorado
$523K +$7.82K +36 +1%
AFM
602
Armstrong Fleming & Moore
District of Columbia
$521K – – –
FMAEN1
603
Fund Management at Engine No 1
California
$515K +$44.1K +203 +8%
Welch & Forbes
604
Welch & Forbes
Massachusetts
$514K -$4.56K -21 -0.8%
PSP
605
Principal Street Partners
Tennessee
$511K -$6.08K -28 -1%
Hantz Financial Services
606
Hantz Financial Services
Michigan
$508K +$8.69K +40 +2%
SCM
607
Stevens Capital Management
Pennsylvania
$506K +$558K +2,572 New
FI
608
Fosun International
China
$502K +$554K +2,550 New
MYAM
609
Meiji Yasuda Asset Management
Japan
$497K -$164K -756 -23%
Laird Norton Wetherby Wealth Management
610
Laird Norton Wetherby Wealth Management
California
$496K -$29.3K -135 -5%
Lido Advisors
611
Lido Advisors
California
$496K +$51.5K +237 +10%
AHC
612
Adell Harriman & Carpenter
Texas
$496K -$568K -2,615 -51%
DA
613
Duality Advisers
Florida
$491K +$542K +2,497 New
Integrated Wealth Concepts
614
Integrated Wealth Concepts
Massachusetts
$486K +$9.12K +42 +2%
C1AG
615
Client 1st Advisory Group
Florida
$486K – – –
Horizon Investments
616
Horizon Investments
North Carolina
$484K -$217 -1 -0%
Jasper Ridge Partners
617
Jasper Ridge Partners
California
$484K – – –
P
618
Pitcairn
Pennsylvania
$481K +$25.2K +116 +5%
MCA
619
Magnolia Capital Advisors
Mississippi
$481K -$6.95K -32 -1%
Meridian Wealth Management
620
Meridian Wealth Management
Kentucky
$479K -$8.69K -40 -2%
PMG
621
ProVise Management Group
Florida
$478K +$163K +749 +45%
AP
622
AtonRa Partners
Switzerland
$472K -$96K -442 -16%
Waldron Private Wealth
623
Waldron Private Wealth
Pennsylvania
$464K +$204K +939 +66%
BC
624
Bridgefront Capital
Texas
$462K +$510K +2,350 New
VCM
625
Virtue Capital Management
Tennessee
$459K – – –