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Name Holding Trade Value Shares
Change
Change in
Stake
BG
576
Bellevue Group
Switzerland
$549K
HCMT
577
Highland Capital Management (Tennessee)
Tennessee
$549K
RA
578
Riversedge Advisors
Delaware
$549K +$508K +2,000 New
WPW
579
Waldron Private Wealth
Pennsylvania
$548K +$14K +55 +3%
LOPW
580
Live Oak Private Wealth
North Carolina
$548K +$17.8K +70 +4%
Northwestern Mutual Wealth Management
581
Northwestern Mutual Wealth Management
Wisconsin
$544K -$41.7K -164 -8%
BOTW
582
Bank of the West
California
$536K -$5.08K -20 -1%
CFMC
583
Curbstone Financial Management Corp
New Hampshire
$536K
CAM
584
Cresset Asset Management
Illinois
$531K -$92.5K -364 -16%
AI
585
Atom Investors
Texas
$531K +$193K +761 +65%
CPA
586
Capital Planning Advisors
California
$529K +$117K +459 +31%
KFI
587
Key Financial Inc
Pennsylvania
$519K
SAM
588
Sompo Asset Management
Japan
$511K -$7.62K -30 -2%
CRC
589
Curi RMB Capital
Illinois
$509K +$471K +1,853 New
CW
590
CreativeOne Wealth
Kansas
$509K +$471K +1,854 New
BBHC
591
Brown Brothers Harriman & Co
New York
$507K +$4.07K +16 +0.9%
MWM
592
Mission Wealth Management
California
$505K +$467K +1,837 New
WP
593
WMS Partners
Maryland
$501K -$89.7K -353 -16%
LS
594
Livforsakringsbolaget Skandia
Sweden
$501K
RMCM
595
Reynders McVeigh Capital Management
Massachusetts
$500K
EWM
596
Evercore Wealth Management
New York
$489K -$187K -736 -29%
Mercer Global Advisors
597
Mercer Global Advisors
Colorado
$485K +$21.8K +86 +5%
HAG
598
HighPoint Advisor Group
Illinois
$480K +$13.7K +54 +3%
ICM
599
IMS Capital Management
Oregon
$479K -$21.6K -85 -5%
CRWM
600
Castle Rock Wealth Management
California
$471K