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Name Holding Trade Value Shares
Change
Change in
Stake
GT
226
Greenleaf Trust
Michigan
$406K -$508 -15 -0.1%
BA
227
Bridgewater Advisors
New York
$400K -$11.7K -345 -3%
VCM
228
Versant Capital Management
Arizona
$397K +$31.5K +931 +8%
AAM
229
Advisors Asset Management
Colorado
$397K +$58.4K +1,725 +16%
GAM
230
Gotham Asset Management
New York
$391K
ANTB
231
AMG National Trust Bank
Colorado
$386K +$413K +12,181 New
OIA
232
OneDigital Investment Advisors
Kansas
$382K +$12.3K +363 +3%
CCM
233
Coldstream Capital Management
Washington
$380K -$36.3K -1,071 -8%
HWM
234
HB Wealth Management
Georgia
$376K -$281K -8,280 -41%
TCA
235
Transcend Capital Advisors
New Jersey
$365K +$3.96K +117 +1%
BWA
236
Basecamp Wealth Advisors
Washington
$358K -$3.08K -91 -0.8%
QI
237
Qtron Investments
Massachusetts
$356K
PWP
238
Phillips Wealth Planners
Mississippi
$352K -$1.97K -58 -0.5%
IAA
239
Independent Advisor Alliance
North Carolina
$341K +$17.8K +524 +5%
OL
240
Optas LLC
Texas
$340K +$21.4K +632 +6%
PWPS
241
Pinnacle Wealth Planning Services
Ohio
$338K -$158K -4,658 -30%
Vontobel Holding
242
Vontobel Holding
Switzerland
$329K
GI
243
GAMMA Investing
California
$323K +$23.1K +681 +7%
PFA
244
Pure Financial Advisors
California
$321K +$133K +3,935 +64%
MCM
245
MAI Capital Management
Ohio
$314K +$163K +4,813 +94%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$308K +$69.3K +2,046 +27%
Cambridge Investment Research Advisors
247
Cambridge Investment Research Advisors
Iowa
$306K +$4.88K +144 +2%
DOA
248
D'Orazio & Associates
Virginia
$304K +$45.8K +1,353 +16%
KWM
249
Keebeck Wealth Management
Illinois
$303K +$76.3K +2,252 +31%
PA
250
Parallel Advisors
California
$298K +$123K +3,632 +63%