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Name Holding Trade Value Shares
Change
Change in
Stake
EF
501
Empowered Funds
Pennsylvania
$745K -$7.61K -103 -1%
SA
502
SpiderRock Advisors
Delaware
$744K -$123K -1,669 -15%
MBTD
503
Mechanics Bank - Trust Department
California
$741K +$18.5K +250 +3%
MGIA
504
Moneta Group Investment Advisors
Missouri
$736K +$66.5K +900 +10%
CK
505
Cohen Klingenstein
New York
$730K
CA
506
Claro Advisors
Massachusetts
$728K +$63.6K +860 +10%
GI
507
Gradient Investments
Minnesota
$715K +$7.61K +103 +1%
ADL
508
Asset Dedication LLC
California
$712K -$43.5K -589 -6%
CAS
509
Coppell Advisory Solutions
Texas
$707K +$687K +9,299 New
SIA
510
Strategic Investment Advisors
Michigan
$703K -$12K -163 -2%
Bessemer Group
511
Bessemer Group
New Jersey
$699K +$11.2K +151 +2%
WTC
512
WhitTier Trust Company
Nevada
$697K +$13.9K +188 +2%
AF
513
Allworth Financial
California
$693K +$61.6K +833 +10%
AFG
514
Atomi Financial Group
New York
$687K +$168K +2,277 +34%
VWM
515
Venturi Wealth Management
Texas
$677K +$25.9K +350 +4%
PMA
516
Prudent Man Advisors
Illinois
$677K +$22K +297 +3%
CCM
517
Cohen Capital Management
California
$669K
IWM
518
Iams Wealth Management
Nebraska
$659K +$81.8K +1,107 +15%
PAG
519
Private Advisor Group
New Jersey
$654K +$5.54K +75 +0.9%
CIM
520
Cambria Investment Management
California
$647K +$629K +8,513 New
CCC
521
Chesapeake Capital Corp
Florida
$647K +$629K +8,513 New
AWA
522
Aaron Wealth Advisors
Illinois
$635K +$38.9K +526 +7%
MMM
523
Mendel Money Management
Illinois
$634K -$7.17K -97 -1%
MFIM
524
Mesirow Financial Investment Management
Illinois
$633K -$13.6K -184 -2%
GT
525
Greenleaf Trust
Michigan
$630K +$16.1K +218 +3%