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Name Holding Trade Value Shares
Change
Change in
Stake
YDMI
326
Y.D. More Investments
Israel
$578K -$1.14M -50,865 -65%
WJWM
327
Williams Jones Wealth Management
New York
$576K -$76.5K -3,415 -11%
Nuveen
328
Nuveen
North Carolina
$570K -$157K -7,001 -20%
MPMG
329
Minneapolis Portfolio Management Group
Minnesota
$569K -$29.9M -1,333,292 -98%
FLPIM
330
F.L. Putnam Investment Management
Massachusetts
$565K -$226K -10,076 -27%
TH
331
TCTC Holdings
Texas
$555K
Envestnet Portfolio Solutions
332
Envestnet Portfolio Solutions
Illinois
$551K -$565K -25,225 -49%
OIA
333
OneDigital Investment Advisors
Kansas
$550K -$55.9K -2,493 -9%
MWM
334
Mission Wealth Management
California
$547K -$8.92K -398 -1%
CAM
335
Cresset Asset Management
Illinois
$547K -$127K -5,648 -18%
BWP
336
BSW Wealth Partners
Colorado
$542K +$43.2K +1,930 +8%
BWM
337
BigSur Wealth Management
Florida
$537K
IAA
338
Independent Advisor Alliance
North Carolina
$537K +$22.8K +1,018 +4%
EPW
339
Evolve Private Wealth
California
$535K +$124K +5,533 +27%
IWC
340
Integrated Wealth Concepts
Massachusetts
$533K +$140K +6,257 +32%
ISS
341
Intesa Sanpaolo SpA.
Italy
$530K -$540K -24,100 -48%
NG
342
Norden Group
Utah
$529K -$39.6K -1,766 -6%
IWM
343
IHT Wealth Management
Illinois
$529K -$650 -29 -0.1%
EGM
344
Engineers Gate Manager
New York
$528K -$1.23M -54,709 -68%
APWM
345
Argonautica Private Wealth Management
Massachusetts
$526K +$75.2K +3,358 +15%
PMWMG
346
Parr McKnight Wealth Management Group
Minnesota
$523K -$16.8K -750 -3%
WG
347
Welch Group
Alabama
$521K
SWM
348
Seed Wealth Management
Illinois
$520K
WFI
349
West Family Investments
California
$518K -$206K -9,215 -27%
HFO
350
Heritage Family Offices
Arizona
$516K -$248K -11,082 -31%