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Name Holding Trade Value Shares
Change
Change in
Stake
EP
401
Edgestream Partners
New Jersey
$624K +$547K +16,258 New
IRF
402
IBM Retirement Fund
New York
$623K +$66.4K +1,975 +14%
Nomura Holdings
403
Nomura Holdings
Japan
$616K +$170K +5,048 +46%
FAM
404
Fred Alger Management
New York
$599K
UR
405
USCA RIA
Texas
$598K -$31.2K -929 -6%
WAM
406
World Asset Management
Michigan
$594K -$370 -11 -0.1%
CI
407
Cigna Investments
Connecticut
$592K +$50.7K +1,509 +11%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$579K +$143K +4,263 +39%
HT
409
HighTower Trust
Texas
$576K
RCIM
410
Russell Clark Investment Management
United Kingdom
$576K
SWM
411
Stockman Wealth Management
Montana
$558K -$6.72K -200 -1%
SMC
412
Smith, Moore & Co
Missouri
$557K +$24.2K +720 +5%
TA
413
Tiedemann Advisors
New York
$553K -$517K -15,370 -52%
CWM
414
Cornerstone Wealth Management
Missouri
$553K +$4.27K +127 +0.9%
SI
415
Stephens Inc
Arkansas
$552K -$177K -5,262 -27%
HJGA
416
Hardman Johnston Global Advisors
Connecticut
$551K -$7.26K -216 -1%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$542K
SBIA
418
Sheaff Brock Investment Advisors
Indiana
$540K -$3.12M -92,746 -87%
V
419
Veritable
Delaware
$540K -$111K -3,308 -19%
SACTSONJ
420
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$537K
FWCM
421
Ferguson Wellman Capital Management
Oregon
$532K -$15.1K -450 -3%
I
422
INVST
Indiana
$531K +$111K +3,288 +31%
AIC
423
Ameritas Investment Company
Nebraska
$528K +$463K +13,760 New
IWM
424
IHT Wealth Management
Illinois
$526K +$134K +3,984 +41%
OPS
425
Orion Portfolio Solutions
Nebraska
$525K -$305K -9,072 -40%