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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
826
Dorsey & Whitney Trust
South Dakota
$573K +$28.7K +57 +5%
Fayez Sarofim & Co
827
Fayez Sarofim & Co
Texas
$572K
CAS
828
CTC Alternative Strategies
Illinois
$572K +$605K +1,200 New
LCS
829
Levin Capital Strategies
New York
$572K +$605K +1,200 New
AWM
830
Accurate Wealth Management
Florida
$564K +$119K +236 +25%
EI
831
Ellevest Inc
New York
$564K -$143K -284 -19%
AA
832
Addison Advisors
Vermont
$561K -$87.2K -173 -13%
LWAM
833
Legacy Wealth Asset Management
Minnesota
$560K +$593K +1,176 New
SPC
834
Spirepoint Private Client
Florida
$559K -$22.2K -44 -4%
Empower Advisory Group
835
Empower Advisory Group
Colorado
$559K -$12.1K -24 -2%
SF
836
Synovus Financial
Georgia
$559K
BI
837
BlueSpruce Investments
Illinois
$554K
1C
838
111 Capital
France
$553K +$585K +1,160 New
SAM
839
Silvercrest Asset Management
New York
$552K
PP
840
PDS Planning
Ohio
$551K +$22.7K +45 +4%
LCWP
841
Legacy Capital Wealth Partners
Arkansas
$550K -$22.2K -44 -4%
TCOV
842
Trust Company of Vermont
Vermont
$550K +$4.54K +9 +0.8%
FCP
843
Fidelis Capital Partners
Florida
$547K +$29.7K +59 +5%
CCA
844
Checchi Capital Advisers
California
$546K -$89.7K -178 -13%
LPT
845
Legacy Private Trust
Wisconsin
$546K -$2.52K -5 -0.4%
SW
846
SVB Wealth
Massachusetts
$545K -$13.1K -26 -2%
BWP
847
BSW Wealth Partners
Colorado
$544K +$24.2K +48 +4%
EP
848
Edgestream Partners
New Jersey
$539K -$2.88M -5,718 -83%
MWM
849
Meridian Wealth Management
Kentucky
$533K +$80.2K +159 +17%
APG
850
Abacus Planning Group
South Carolina
$530K