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Name Holding Trade Value Shares
Change
Change in
Stake
Veritable
501
Veritable
Delaware
$813K +$2.31K +55 +0.3%
CICI
502
Capital Investment Counsel Inc
North Carolina
$812K -$18.9K -450 -2%
Brown Brothers Harriman & Co
503
Brown Brothers Harriman & Co
New York
$809K -$27.5K -654 -3%
FBFS
504
First Business Financial Services
Wisconsin
$796K +$19.1K +455 +2%
Scotia Capital
505
Scotia Capital
Ontario, Canada
$782K -$239K -5,686 -23%
HIS
506
Harvest Investment Services
Illinois
$780K -$5.04K -120 -0.6%
Centiva Capital
507
Centiva Capital
New York
$774K +$195K +4,644 +32%
Independent Advisor Alliance
508
Independent Advisor Alliance
North Carolina
$764K +$156K +3,719 +25%
KRSITF
509
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$749K -$49.9K -1,189 -6%
Wedbush Securities
510
Wedbush Securities
California
$739K +$58.5K +1,394 +8%
VCG
511
Vantage Consulting Group
Virginia
$737K -$63.5K -1,512 -8%
MAFM
512
Mid Atlantic Financial Management
Pennsylvania
$717K -$122K -2,901 -14%
NICM
513
Neo Ivy Capital Management
New York
$714K +$885K +21,088 New
Spire Wealth Management
514
Spire Wealth Management
Virginia
$710K -$152K -3,614 -17%
Park Avenue Securities
515
Park Avenue Securities
New York
$692K +$29.1K +693 +4%
People's United Financial
516
People's United Financial
Connecticut
$690K +$11.6K +277 +2%
CIAS
517
Capital Investment Advisory Services
North Carolina
$687K -$44.1K -1,050 -6%
Everett Harris & Co
518
Everett Harris & Co
California
$687K – – –
CCP
519
Corient Capital Partners
California
$672K -$98K -2,334 -12%
Dana Investment Advisors
520
Dana Investment Advisors
Wisconsin
$671K +$48.9K +1,164 +8%
MIS
521
Morningstar Investment Services
Illinois
$667K +$58.2K +1,387 +9%
SSB
522
Sandy Spring Bank
Maryland
$658K -$41.5K -989 -6%
Brighton Jones LLC
523
Brighton Jones LLC
Washington
$657K -$2.85K -68 -0.4%
I
524
INVST
Indiana
$656K +$49.9K +1,189 +8%
ACA
525
Atlas Capital Advisors
Wyoming
$651K +$45.9K +1,094 +7%