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Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$634K +$253K +1,206 +80%
BBHC
302
Brown Brothers Harriman & Co
New York
$633K
EI
303
Ethic Inc
New York
$621K +$24.8K +118 +5%
PWM
304
Perigon Wealth Management
California
$607K -$18.7K -89 -3%
IAS
305
IMA Advisory Services
Colorado
$606K
VWM
306
Venturi Wealth Management
Texas
$596K -$1.26K -6 -0.2%
LIA
307
LBMC Investment Advisors
Tennessee
$583K
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$581K -$48.7K -232 -9%
KAM
309
Karani Asset Management
New York
$580K
BAMCO Inc
310
BAMCO Inc
New York
$566K -$245K -1,167 -32%
QI
311
Qtron Investments
Massachusetts
$564K
GC
312
Guggenheim Capital
Illinois
$553K +$198K +945 +66%
AWS
313
AJ Wealth Strategies
New York
$551K
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$537K -$2.73K -13 -0.6%
JIC
315
Joel Isaacson & Co
New York
$537K
V
316
Veritable
Delaware
$533K +$480K +2,288 New
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$521K +$10.9K +52 +2%
Wealthfront Advisers
318
Wealthfront Advisers
California
$519K -$135K -645 -22%
Assenagon Asset Management
319
Assenagon Asset Management
Luxembourg
$514K -$79.5K -379 -15%
Cetera Investment Advisers
320
Cetera Investment Advisers
Illinois
$514K +$147K +699 +46%
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$514K +$2.31K +11 +0.5%
GCC
322
Guardian Capital (Canada)
Ontario, Canada
$511K +$460K +2,191 New
ESCM
323
Echo Street Capital Management
New York
$506K +$455K +2,170 New
WWM
324
Western Wealth Management
Colorado
$504K +$20.6K +98 +5%
CIC
325
Carnegie Investment Counsel
Ohio
$502K -$2.1K -10 -0.5%