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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
501
Wealthspire Advisors (New York)
New York
$795K
BCV
502
Banque Cantonale Vaudoise
Switzerland
$794K -$72.5K -354 -7%
AC
503
Allstate Corporation
Illinois
$794K +$177K +864 +24%
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$791K +$37.9K +185 +4%
EOJOAM
505
E. Ohman J:or Asset Management
Sweden
$778K
TSS
506
Two Sigma Securities
New York
$775K +$645K +3,149 +251%
SWA
507
SFMG Wealth Advisors
Texas
$770K -$168K -823 -16%
WJWM
508
Williams Jones Wealth Management
New York
$768K
BOTW
509
Bank of the West
California
$761K +$3.69K +18 +0.4%
MCM
510
Manchester Capital Management
Vermont
$738K -$14.7K -72 -2%
4WM
511
44 Wealth Management
Oregon
$734K +$382K +1,864 +81%
SSWM
512
Sheets Smith Wealth Management
North Carolina
$721K
BTWM
513
Baker Tilly Wealth Management
Wisconsin
$704K
TCOV
514
Trust Company of Vermont
Vermont
$701K +$134K +656 +20%
TSWM
515
Triangle Securities Wealth Management
North Carolina
$695K +$1.23K +6 +0.2%
NMIMC
516
Northwestern Mutual Investment Management Company
Wisconsin
$688K -$82.7K -404 -9%
RCAMU
517
Rothschild & Co Asset Management US
Connecticut
$684K -$6.96K -34 -0.9%
TF
518
TIAA FSB
Florida
$681K +$210K +1,027 +36%
KFC
519
Klingenstein Fields & Co
New York
$675K +$70K +342 +10%
FIM
520
Freedom Investment Management
Connecticut
$673K +$49.1K +240 +7%
Cetera Investment Advisers
521
Cetera Investment Advisers
Illinois
$673K -$285K -1,393 -27%
RG
522
Renaissance Group
Kentucky
$672K -$36.2K -177 -4%
GT
523
Glenview Trust
Kentucky
$669K +$30.1K +147 +4%
Vontobel Holding
524
Vontobel Holding
Switzerland
$667K -$94.4K -461 -11%
KRSITF
525
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$664K +$17.4K +85 +2%