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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
576
Bartlett & Co Wealth Management
Ohio
$996K
PA
577
Profund Advisors
Maryland
$992K +$43.6K +113 +5%
LWCFA
578
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$984K -$41.3K -107 -4%
SFI
579
Siemens Fonds Invest
Germany
$974K +$300K +778 +45%
SPIA
580
Steward Partners Investment Advisory
New York
$971K -$103K -267 -10%
AWP
581
Accretive Wealth Partners
New Jersey
$967K +$24.7K +64 +3%
UFF
582
USA Financial Formulas
Michigan
$962K +$950K +2,463 New
LWP
583
Lumature Wealth Partners
Georgia
$956K +$49.4K +128 +6%
LOAMS
584
Lombard Odier Asset Management (Switzerland)
Switzerland
$947K +$935K +2,424 New
WT
585
Whittier Trust
California
$945K +$51.7K +134 +6%
PA
586
PFG Advisors
Arizona
$941K +$1.93K +5 +0.2%
UH
587
Unigestion Holding
Switzerland
$928K +$916K +2,376 New
D.E. Shaw & Co
588
D.E. Shaw & Co
New York
$916K -$604K -1,566 -40%
PA
589
Parallel Advisors
California
$915K +$42K +109 +5%
RCA
590
Roberts Capital Advisors
Colorado
$914K +$903K +2,341 New
BCM
591
Bienville Capital Management
New York
$909K
RFG
592
Range Financial Group
Oregon
$905K -$19.3K -50 -2%
RHJA
593
Rice Hall James & Associates
California
$897K -$27K -70 -3%
PAS
594
Park Avenue Securities
New York
$888K +$122K +317 +16%
WPW
595
Waldron Private Wealth
Pennsylvania
$886K
CGL
596
Clarius Group LLC
Washington
$882K +$24.3K +63 +3%
EWA
597
Encompass Wealth Advisors
Oregon
$879K
CFGS
598
Concourse Financial Group Securities
Alabama
$869K +$72.5K +188 +9%
PGIM
599
Pacific Global Investment Management
California
$868K -$2.7K -7 -0.3%
ICM
600
IMS Capital Management
Oregon
$867K +$98.3K +255 +13%