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Vale
VALE

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
301
Glenmede Trust
Pennsylvania
$315K -$4.25K -283 -2%
CBFP
302
Cedar Brook Financial Partners
Ohio
$314K +$40.8K +2,716 +17%
WFI
303
West Family Investments
California
$314K +$34.1K +2,268 +14%
FP
304
Financial Perspectives
Minnesota
$313K – – –
FCI
305
Financial Counselors Inc
Kansas
$304K +$7.37K +490 +3%
SEP
306
Southland Equity Partners
Missouri
$300K +$88.8K +5,906 +50%
ONB
307
Old National Bancorp
Indiana
$300K -$114K -7,576 -30%
S
308
SimplyRich
California
$297K +$263K +17,517 New
CWP
309
Curated Wealth Partners
California
$296K -$56.1K -3,732 -18%
IA
310
IFG Advisory
Georgia
$296K -$917 -61 -0.3%
MA
311
MAS Advisors
Florida
$294K +$65.1K +4,329 +33%
WT
312
Whittier Trust
California
$290K +$89.2K +5,935 +53%
CCIA
313
Campbell & Co Investment Adviser
Maryland
$289K +$256K +17,032 New
ST
314
Sabal Trust
Florida
$288K – – –
WA
315
Wealth Alliance
New York
$288K +$91.8K +6,110 +56%
VAS
316
Vestmark Advisory Solutions
Massachusetts
$285K -$27.5K -1,829 -10%
OC
317
Oppenheimer & Co
New York
$284K +$58.2K +3,875 +30%
RIA
318
Realta Investment Advisors
Delaware
$282K +$19.5K +1,300 +8%
AWM
319
Aevitas Wealth Management
Massachusetts
$279K -$53.3K -3,547 -18%
SW
320
SVB Wealth
Massachusetts
$279K +$57.6K +3,831 +30%
IFG
321
Independent Financial Group
California
$276K +$60.1K +4,000 +33%
RCA
322
Reitz Capital Advisors
Michigan
$270K -$26.2K -1,740 -10%
PPW
323
Pasadena Private Wealth
California
$269K -$4.96K -330 -2%
AA
324
AlphaQ Advisors
Florida
$267K +$237K +15,737 New
FHA
325
Flagship Harbor Advisors
Massachusetts
$264K -$4.09K -272 -2%
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13
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