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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
451
Titus Wealth Management
California
$590K
Fidelity International
452
Fidelity International
Bermuda
$590K +$609K +8,898 +222,450%
CCM
453
Cohen Capital Management
California
$583K
M
454
Mirova
France
$577K +$14.8K +216 +3%
HI
455
Harbour Investments
Wisconsin
$567K +$73.5K +1,074 +14%
OWP
456
Obermeyer Wealth Partners
Colorado
$563K -$53.1K -776 -8%
Vanguard Personalized Indexing Management
457
Vanguard Personalized Indexing Management
California
$563K +$581K +8,496 New
FTDI
458
First Trust Direct Indexing
Massachusetts
$558K +$148K +2,160 +35%
WTC
459
WhitTier Trust Company
Nevada
$555K -$20.5K -300 -3%
SCM
460
Schnieders Capital Management
California
$548K
YWP
461
YorkBridge Wealth Partners
New York
$547K +$116K +1,700 +26%
MSA
462
Marino Stram & Associates
Massachusetts
$547K +$565K +8,262 New
IFG
463
Independent Financial Group
California
$546K -$65.7K -960 -10%
OCG
464
Opus Capital Group
Ohio
$543K -$46.7K -682 -8%
OPA
465
Old Port Advisors
Maine
$541K -$76.1K -1,112 -12%
SIC
466
Salem Investment Counselors
North Carolina
$535K
PA
467
Parallel Advisors
California
$531K +$44.6K +652 +9%
QSS
468
Quantitative Systematic Strategies
Florida
$530K -$380K -5,550 -41%
AP
469
Atwood & Palmer
Missouri
$530K -$15.5K -226 -3%
APA
470
American Portfolios Advisors
New York
$529K +$98.8K +1,444 +22%
Vontobel Holding
471
Vontobel Holding
Switzerland
$527K -$1.33M -19,474 -71%
ZB
472
Zions Bancorporation
Utah
$522K +$142K +2,074 +36%
GHAM
473
Gilman Hill Asset Management
Connecticut
$518K
DFCM
474
Dark Forest Capital Management
Puerto Rico
$513K +$530K +7,748 New
AWM
475
Apollon Wealth Management
South Carolina
$510K +$13.4K +196 +3%