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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
551
Rockefeller Capital Management
New York
$930K +$33.9K +181 +4%
Cerity Partners
552
Cerity Partners
New York
$924K -$218K -1,163 -20%
ZB
553
Zions Bancorporation
Utah
$908K +$23.4K +125 +3%
OBGC
554
O'Brien Greene & Co
Pennsylvania
$904K – – –
CRC
555
Curi RMB Capital
Illinois
$903K -$14K -75 -2%
BSW
556
Buckingham Strategic Wealth
Missouri
$902K +$190K +1,017 +29%
Wealthfront Advisers
557
Wealthfront Advisers
California
$896K +$148K +792 +22%
WS
558
Wedbush Securities
California
$885K +$33.1K +177 +4%
PCM
559
Parsons Capital Management
Rhode Island
$883K -$1.5K -8 -0.2%
IFS
560
Ifrah Financial Services
Arkansas
$875K -$12.5K -67 -2%
FCI
561
Financial Counselors Inc
Kansas
$874K +$28.1K +150 +4%
TSS
562
Thomas Story & Son
Indiana
$874K +$196K +1,050 +32%
YWP
563
YorkBridge Wealth Partners
New York
$867K -$17K -91 -2%
CCMD
564
Cypress Capital Management (Delaware)
Delaware
$862K -$9.36K -50 -1%
Northwestern Mutual Wealth Management
565
Northwestern Mutual Wealth Management
Wisconsin
$846K +$53.1K +284 +7%
ECM
566
Estabrook Capital Management
New York
$839K -$93.5K -500 -11%
WAM
567
Wealthspire Advisors (Maryland)
Maryland
$836K +$7.86K +42 +1%
CCM
568
Cadence Capital Management
Massachusetts
$832K +$315K +1,684 +69%
CAM
569
Cresset Asset Management
Illinois
$824K -$935 -5 -0.1%
AF
570
AMG Funds
Connecticut
$817K -$452K -2,415 -37%
CAM
571
Costello Asset Management
Pennsylvania
$803K – – –
SRAM
572
Stone Ridge Asset Management
New York
$801K – – –
WJA
573
Williams Jones & Associates
New York
$798K +$12.3K +66 +2%
SGI
574
Summit Global Investments
Utah
$794K +$70.2K +375 +10%
SW
575
SVB Wealth
Massachusetts
$773K -$117K -627 -14%