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Name Holding Trade Value Shares
Change
Change in
Stake
BS
501
Bessemer Securities
New York
$800K -$202K -986 -18%
BG
502
Bellevue Group
Switzerland
$799K -$83.3K -407 -8%
WANY
503
Wealthspire Advisors (New York)
New York
$795K – – –
BCV
504
Banque Cantonale Vaudoise
Switzerland
$794K -$72.5K -354 -7%
AC
505
Allstate Corporation
Illinois
$794K +$177K +864 +24%
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$791K +$37.9K +185 +4%
EOJOAM
507
E. Ohman J:or Asset Management
Sweden
$778K – – –
TSS
508
Two Sigma Securities
New York
$775K +$645K +3,149 +251%
SWA
509
SFMG Wealth Advisors
Texas
$770K -$168K -823 -16%
WJWM
510
Williams Jones Wealth Management
New York
$768K – – –
BOTW
511
Bank of the West
California
$761K +$3.69K +18 +0.4%
MCM
512
Manchester Capital Management
Vermont
$738K -$14.7K -72 -2%
4WM
513
44 Wealth Management
Oregon
$734K +$382K +1,864 +81%
SSWM
514
Sheets Smith Wealth Management
North Carolina
$721K – – –
BTWM
515
Baker Tilly Wealth Management
Wisconsin
$704K – – –
TCOV
516
Trust Company of Vermont
Vermont
$701K +$134K +656 +20%
TSWM
517
Triangle Securities Wealth Management
North Carolina
$695K +$1.23K +6 +0.2%
NMIMC
518
Northwestern Mutual Investment Management Company
Wisconsin
$688K -$82.7K -404 -9%
RCAMU
519
Rothschild & Co Asset Management US
Connecticut
$684K -$6.96K -34 -0.9%
TF
520
TIAA FSB
Florida
$681K +$210K +1,027 +36%
KFC
521
Klingenstein Fields & Co
New York
$675K +$70K +342 +10%
FIM
522
Freedom Investment Management
Connecticut
$673K +$49.1K +240 +7%
Cetera Investment Advisers
523
Cetera Investment Advisers
Illinois
$673K -$285K -1,393 -27%
RG
524
Renaissance Group
Kentucky
$672K -$36.2K -177 -4%
GT
525
Glenview Trust
Kentucky
$669K +$30.1K +147 +4%