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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
476
Sigma Investment Management
Oregon
$127K +$13.5K +1,135 +11%
RMDI
477
R.M. Davis Inc
Maine
$126K -$10.3K -866 -7%
SC
478
SRB Corp
Massachusetts
$125K -$18.7K -1,568 -12%
BO
479
BRR OpCo
Ohio
$125K
W
480
Wealthfront
California
$123K +$133K +11,172 New
Baird Financial Group
481
Baird Financial Group
Wisconsin
$122K -$46.9K -3,933 -27%
AW
482
ACG Wealth
Georgia
$122K -$11.9K -1,000 -8%
LWM
483
Lenox Wealth Management
Ohio
$122K
SLAM
484
Swiss Life Asset Management
$121K -$355K -29,745 -73%
JMPWA
485
JP Morgan Private Wealth Advisors
California
$117K +$127K +10,612 New
FBNAT
486
FirstMerit Bank N.A. Trustee
Ohio
$116K
RJT
487
Raymond James Trust
Florida
$115K -$32.6K -2,738 -21%
Fiera Capital (Canada)
488
Fiera Capital (Canada)
Quebec, Canada
$114K
FMWA
489
Forvis Mazars Wealth Advisors
Missouri
$113K -$6.33K -531 -5%
MWAC
490
Mariner Wealth Advisors (Cincinnati)
Ohio
$113K
BMO
491
Beck Mack & Oliver
New York
$111K
LPC
492
Loeb Partners Corp
New York
$110K
RS
493
Robeco Schweiz
Switzerland
$97K
SWA
494
Sutton Wealth Advisors
Florida
$94.5K
MA
495
MCF Advisors
Kentucky
$94K -$120K -10,039 -54%
IA
496
IFP Advisors
Florida
$91K +$91.3K +7,657 +1,255%
MFS
497
MSI Financial Services
Massachusetts
$90K +$26.4K +2,215 +37%
FIB
498
First Interstate Bank
Montana
$85K
FMA
499
FNY Managed Accounts
New York
$84.8K +$53.4K +4,480 +140%
JIC
500
Joel Isaacson & Co
New York
$77K