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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
451
Cranbrook Wealth Management
Michigan
$502K
GC
452
Guggenheim Capital
Illinois
$499K -$91.4K -391 -16%
GT
453
Glenview Trust
Kentucky
$498K
9WM
454
9258 Wealth Management
Ohio
$497K -$44K -188 -8%
PS
455
Principal Securities
Iowa
$497K -$13.8K -59 -3%
Vontobel Holding
456
Vontobel Holding
Switzerland
$488K +$38.4K +164 +9%
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$485K -$9.82K -42 -2%
MUAMU
458
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$485K -$1.17M -5,000 -71%
VI
459
Vestcor Inc
New Brunswick, Canada
$483K
ATC
460
Argent Trust Co
Tennessee
$480K -$1.64K -7 -0.4%
VA
461
Vident Advisory
Georgia
$479K -$227K -970 -33%
KBFS
462
Kohmann Bosshard Financial Services
Ohio
$478K
PCIA
463
Prime Capital Investment Advisors
Kansas
$475K -$159K -682 -26%
OFS
464
OneAscent Financial Services
Alabama
$475K -$111K -476 -20%
Northwestern Mutual Wealth Management
465
Northwestern Mutual Wealth Management
Wisconsin
$475K -$19.2K -82 -4%
Brown Advisory
466
Brown Advisory
Maryland
$471K +$8.19K +35 +2%
EF
467
Empowered Funds
Pennsylvania
$466K +$9.12K +39 +2%
TW
468
TritonPoint Wealth
Maryland
$465K +$37K +158 +9%
GFA
469
Gallagher Fiduciary Advisors
Illinois
$463K +$50.3K +215 +13%
BFA
470
Beaumont Financial Advisors
Massachusetts
$450K +$935 +4 +0.2%
Capstone Investment Advisors
471
Capstone Investment Advisors
New York
$449K -$107K -456 -20%
WC
472
Waterloo Capital
Texas
$447K -$17.1K -73 -4%
GS
473
GTS Securities
Florida
$447K +$431K +1,841 New
DADC
474
D.A. Davidson & Co
Montana
$446K -$4.68K -20 -1%
VWM
475
Venturi Wealth Management
Texas
$446K +$134K +574 +45%