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Name Holding Trade Value Shares
Change
Change in
Stake
GT
551
Greenleaf Trust
Michigan
$439K +$11.8K +154 +2%
VWA
552
V Wealth Advisors
Kansas
$439K +$76.8K +1,001 +18%
CWP
553
Curated Wealth Partners
California
$428K +$2.61K +34 +0.5%
Assenagon Asset Management
554
Assenagon Asset Management
Luxembourg
$422K +$484K +6,304 New
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$417K -$36.1K -471 -7%
CCMG
556
Clark Capital Management Group
Pennsylvania
$416K -$4.22K -55 -0.9%
AL
557
ACAS LLC
California
$410K -$23K -300 -5%
DY
558
Dowling & Yahnke
California
$402K -$25.1K -327 -5%
SYBT
559
Stock Yards Bank & Trust
Kentucky
$402K +$19.2K +250 +4%
JCM
560
Jacobi Capital Management
Pennsylvania
$391K -$2K -26 -0.4%
Vanguard Personalized Indexing Management
561
Vanguard Personalized Indexing Management
California
$388K +$39.1K +510 +10%
PSB
562
Piscataqua Savings Bank
New Hampshire
$384K -$12.5K -163 -3%
FIM
563
Freedom Investment Management
Connecticut
$378K +$17.6K +229 +4%
AAM
564
Advisors Asset Management
Colorado
$377K -$3.17M -41,323 -88%
ACP
565
Aviance Capital Partners
Florida
$376K
IWC
566
Integrated Wealth Concepts
Massachusetts
$369K +$186K +2,424 +78%
MMPW
567
Mitchell McLeod Pugh & Williams
Alabama
$364K
SLWA
568
San Luis Wealth Advisors
California
$363K +$416K +5,416 New
Bessemer Group
569
Bessemer Group
New Jersey
$356K -$89.2K -1,163 -18%
IIA
570
ICW Investment Advisors
Arizona
$356K +$20.4K +266 +5%
SC
571
Savant Capital
Illinois
$356K +$23.2K +303 +6%
BOH
572
Bank of Hawaii
Hawaii
$355K
CA
573
Cetera Advisors
Colorado
$355K +$71.6K +933 +21%
BFM
574
Boston Financial Management
Massachusetts
$353K +$83.3K +1,085 +26%
MCM
575
MAI Capital Management
Ohio
$351K -$77 -1 -0%