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Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SimplyRich
California
$878K -$26.1K -207 -3%
MCM
202
MAI Capital Management
Ohio
$844K +$6.43K +51 +0.7%
DWT
203
Dorsey & Whitney Trust
South Dakota
$831K +$19.3K +153 +2%
AC
204
Abbrea Capital
California
$827K
CHAM
205
Clear Harbor Asset Management
Connecticut
$826K -$15.1K -120 -2%
CIBC World Market
206
CIBC World Market
Ontario, Canada
$818K +$96.7K +767 +12%
Capital World Investors
207
Capital World Investors
California
$802K +$298K +2,362 +50%
WANY
208
Wealthspire Advisors (New York)
New York
$797K +$638K +5,062 +235%
CAM
209
Cresset Asset Management
Illinois
$784K +$35.6K +282 +4%
AAM
210
Azzad Asset Management
Virginia
$774K -$1.04M -8,224 -54%
PA
211
Profund Advisors
Maryland
$771K -$270K -2,137 -23%
GT
212
Greenleaf Trust
Michigan
$762K +$288K +2,285 +50%
PFM
213
Parsec Financial Management
North Carolina
$752K -$19K -151 -2%
EVM
214
Eaton Vance Management
Massachusetts
$746K -$117K -924 -12%
WA
215
Wealth Alliance
New York
$744K +$849K +6,731 New
CCA
216
Checchi Capital Advisers
California
$743K -$28.1K -223 -3%
HW
217
Hancock Whitney
Mississippi
$742K +$210K +1,662 +33%
BF
218
BOK Financial
Oklahoma
$730K +$195K +1,550 +31%
IWC
219
Integrated Wealth Concepts
Massachusetts
$724K +$139K +1,099 +20%
WI
220
WrapManager Inc
California
$723K -$58.8K -466 -7%
LJAC
221
L.J. Altfest & Co
New York
$717K +$17.7K +140 +2%
AA
222
ALPS Advisors
Colorado
$713K +$118K +937 +17%
BC
223
Burney Company
Virginia
$705K
SGI
224
Summit Global Investments
Utah
$698K -$20.2K -160 -2%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$681K -$706K -5,594 -48%