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Name Holding Trade Value Shares
Change
Change in
Stake
UB
426
UMB Bank
Missouri
$1.09M – – –
OSAM
427
O'Shaughnessy Asset Management
Connecticut
$1.08M -$365K -4,720 -25%
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$83.6K +1,080 +9%
TC
429
TownSquare Capital
Utah
$1.06M +$98K +1,266 +10%
WT
430
Whittier Trust
California
$1.06M – – –
BCV
431
Banque Cantonale Vaudoise
Switzerland
$1.05M -$3.56K -46 -0.3%
YWP
432
YorkBridge Wealth Partners
New York
$1.05M +$52.5K +678 +5%
LNWWM
433
Laird Norton Wetherby Wealth Management
California
$1.04M -$40.7K -526 -4%
WI
434
Wintrust Investments
Illinois
$1.03M +$351K +4,542 +52%
IC
435
IEQ Capital
California
$1.03M +$97.2K +1,256 +10%
ZB
436
Zions Bancorporation
Utah
$1.03M +$245K +3,160 +31%
OGC
437
Oak Grove Capital
New Hampshire
$1.02M +$15.5K +200 +2%
BPA
438
Beacon Pointe Advisors
California
$1.01M +$533K +6,892 +112%
CT
439
Chicago Trust
Illinois
$1M – – –
S
440
SimplyRich
California
$996K – – –
MAS
441
Meeder Advisory Services
Ohio
$991K +$992K +12,820 New
HIA
442
Harbor Investment Advisory
Maryland
$987K -$5.73K -74 -0.6%
CCM
443
Cullen Capital Management
New York
$982K -$958K -12,386 -49%
MFS
444
Mirabella Financial Services
United Kingdom
$979K +$37.5K +484 +4%
FTDI
445
First Trust Direct Indexing
Massachusetts
$976K +$298K +3,850 +44%
KCM
446
Kornitzer Capital Management
Kansas
$943K +$464 +6 +0%
RWM
447
RBA Wealth Management
California
$939K -$51.7K -668 -5%
TT
448
TI-Trust
Illinois
$930K – – –
SW
449
SVB Wealth
Massachusetts
$926K +$376K +4,858 +68%
FFM
450
Fullerton Fund Management
Singapore
$905K +$907K +11,716 New