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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
476
Vanguard Personalized Indexing Management
California
$1M +$317K +1,485 +42%
AWM
477
AE Wealth Management
Kansas
$1M +$118K +555 +13%
BG
478
Bellevue Group
Switzerland
$996K
DWT
479
Dorsey & Whitney Trust
South Dakota
$986K -$1.71K -8 -0.2%
CAM
480
Cubic Asset Management
Massachusetts
$985K -$22.2K -104 -2%
UIA
481
Ulland Investment Advisors
Minnesota
$980K -$406K -1,903 -28%
BCV
482
Banque Cantonale Vaudoise
Switzerland
$980K +$148K +695 +17%
ECM
483
Everence Capital Management
Indiana
$980K +$154K +722 +17%
FTDI
484
First Trust Direct Indexing
Massachusetts
$947K +$38.8K +182 +4%
ACA
485
Atlas Capital Advisors
Wyoming
$942K -$143K -671 -13%
HI
486
Humankind Investments
New York
$940K +$35K +164 +4%
EI
487
Ethic Inc
New York
$935K +$340K +1,597 +52%
IIL
488
Insight Inv LLC
California
$933K
CA
489
Capitolis Advisors
New York
$930K
Simplex Trading
490
Simplex Trading
Illinois
$930K +$577K +2,708 +142%
WANY
491
Wealthspire Advisors (New York)
New York
$910K +$5.97K +28 +0.6%
AIL
492
AGF Investments LLC
Ontario, Canada
$901K +$251K +1,176 +36%
EOJOAM
493
E. Ohman J:or Asset Management
Sweden
$891K -$248K -1,164 -21%
WJWM
494
Williams Jones Wealth Management
New York
$879K +$174K +815 +23%
BOTW
495
Bank of the West
California
$868K -$52.4K -246 -5%
NMIMC
496
Northwestern Mutual Investment Management Company
Wisconsin
$868K +$426 +2 +0%
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$868K +$297K +1,395 +48%
Vontobel Holding
498
Vontobel Holding
Switzerland
$866K -$13.6K -64 -2%
MCM
499
Manchester Capital Management
Vermont
$859K
SSWM
500
Sheets Smith Wealth Management
North Carolina
$825K -$24.7K -116 -3%