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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$423K +$473K +102,885 +1,747%
Bank of America
52
Bank of America
North Carolina
$413K +$388K +84,429 +387%
Osaic Holdings
53
Osaic Holdings
Arizona
$395K +$187K +40,627 +67%
Northern Trust
54
Northern Trust
Illinois
$367K +$18.6K +4,053 +4%
BCI
55
Brinker Capital Investments
Pennsylvania
$356K +$22.8K +4,965 +6%
GT
56
Greenleaf Trust
Michigan
$349K +$307K +66,781 +292%
PWPS
57
Pinnacle Wealth Planning Services
Ohio
$342K +$284K +61,771 +236%
UCFA
58
United Capital Financial Advisors
Texas
$339K +$248K +53,910 +162%
GI
59
GAMMA Investing
California
$339K +$17.5K +3,808 +5%
GA
60
Greenspring Advisors
Maryland
$333K +$128K +27,789 +48%
BTI
61
Blue Trust Inc
Georgia
$333K -$76.1K -16,565 -16%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$329K +$326K +71,036 +522%
QCM
63
QRG Capital Management
Illinois
$314K -$63.3K -13,778 -15%
HighTower Advisors
64
HighTower Advisors
Illinois
$304K +$143K +31,208 +66%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$285K +$276K +60,029 +454%
GT
66
Glenmede Trust
Pennsylvania
$284K +$141K +30,634 +72%
BWP
67
BSW Wealth Partners
Colorado
$281K +$136K +29,583 +69%
SEI Investments
68
SEI Investments
Pennsylvania
$277K +$70.7K +15,404 +28%
HWM
69
HB Wealth Management
Georgia
$261K +$163K +35,430 +112%
SCP
70
Sivia Capital Partners
California
$252K +$41.9K +9,124 +16%
MA
71
MW Advisory
Georgia
$241K +$285K +61,999 New
VT
72
Vise Technologies
New York
$232K +$273K +59,539 New
OIS
73
OneAscent Investment Solutions
Alabama
$217K +$256K +55,830 New
CAG
74
Crestwood Advisors Group
Massachusetts
$202K +$63.9K +13,915 +37%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$187K -$23.4K -5,087 -10%