Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
576
Wealthfront Advisers
California
$580K +$68.8K +343 +15%
BBVA
577
Banco Bilbao Vizcaya Argentaria
Spain
$567K +$22.3K +111 +4%
KFS
578
Kurt F. Somerville
$566K – – –
TIA
579
Trust Investment Advisors
Indiana
$558K +$11.2K +56 +2%
BAM
580
Boyar Asset Management
New York
$557K – – –
TCOV
581
Trust Company of Vermont
Vermont
$555K – – –
RWA
582
River Wealth Advisors
Pennsylvania
$553K +$4.62K +23 +0.9%
LFGH
583
Lee Financial Group Hawaii
Hawaii
$552K -$263K -1,312 -34%
VIM
584
Vista Investment Management
Pennsylvania
$548K +$9.23K +46 +2%
FAM
585
Formidable Asset Management
Ohio
$545K – – –
IIM
586
Ipswich Investment Management
Massachusetts
$542K – – –
OAM
587
Oppenheimer Asset Management
New York
$541K -$129K -645 -21%
ClearBridge Investments
588
ClearBridge Investments
New York
$541K – – –
DILIC
589
Dai-ichi Life Insurance Company
Japan
$541K – – –
CIC
590
Carnegie Investment Counsel
Ohio
$538K +$139K +693 +39%
NA
591
NewEdge Advisors
Louisiana
$537K +$491K +2,449 New
TA
592
Trellis Advisors
Washington
$524K +$201 +1 +0%
RCA
593
Resonant Capital Advisors
Wisconsin
$524K +$1.81K +9 +0.4%
CCG
594
Cypress Capital Group
Florida
$523K -$206K -1,026 -30%
MMG
595
Monetary Management Group
Missouri
$523K – – –
HI
596
Humankind Investments
New York
$522K +$478K +2,383 New
RIM
597
Redpoint Investment Management
Australia
$513K – – –
GHA
598
GW Henssler & Associates
Georgia
$512K – – –
SAM
599
S.A. Mason
Michigan
$510K – – –
IAA
600
Independent Advisor Alliance
North Carolina
$499K -$29.1K -145 -6%