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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
401
Corient Capital Partners
California
$574K +$563K +1,987 New
PC
402
Pier Capital
Connecticut
$571K +$560K +1,976 New
WIS
403
Wright Investors Service
Connecticut
$567K +$3.96K +14 +0.7%
PCS
404
Personal CFO Solutions
New Jersey
$566K -$35.4K -125 -6%
IRF
405
IBM Retirement Fund
New York
$559K +$208K +733 +61%
ALAM
406
Asahi Life Asset Management
Japan
$558K +$45.3K +160 +9%
Voloridge Investment Management
407
Voloridge Investment Management
Florida
$548K -$6.09M -21,489 -92%
LWM
408
Liberty Wealth Management
California
$544K – – –
GT
409
Greenleaf Trust
Michigan
$544K +$533K +1,881 New
WA
410
Wealth Alliance
New York
$529K +$519K +1,831 New
VI
411
Vestcor Inc
New Brunswick, Canada
$524K +$97.7K +345 +23%
Creative Planning
412
Creative Planning
Kansas
$522K -$13K -46 -2%
ECM
413
Everence Capital Management
Indiana
$519K – – –
BG
414
Bellevue Group
Switzerland
$516K – – –
DCM
415
Donaldson Capital Management
Indiana
$516K +$75.6K +267 +18%
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$506K +$5.1K +18 +1%
SAM
417
Strategy Asset Managers
California
$498K -$132K -465 -21%
V
418
Veritable
Delaware
$496K +$50.1K +177 +12%
JAFL
419
Jay A. Fishman Ltd
Michigan
$479K +$588K +2,077 New
GC
420
Grace Capital
Massachusetts
$477K +$28.3K +100 +6%
PAS
421
Park Avenue Securities
New York
$471K +$85.2K +301 +23%
BFM
422
Boothbay Fund Management
New York
$470K +$461K +1,626 New
TA
423
Tiedemann Advisors
New York
$464K +$455K +1,607 New
Mackenzie Financial
424
Mackenzie Financial
Ontario, Canada
$457K +$70.2K +248 +19%
BCM
425
Bienville Capital Management
New York
$451K +$73.6K +260 +20%