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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
Coldstream Capital Management
Washington
$564K +$28.7K +381 +6%
Bessemer Group
502
Bessemer Group
New Jersey
$559K +$38.2K +507 +8%
KeyBank National Association
503
KeyBank National Association
Ohio
$559K -$48K -637 -8%
AWM
504
Apollon Wealth Management
South Carolina
$557K +$258K +3,420 +90%
EI
505
Ellevest Inc
New York
$552K +$149K +1,981 +38%
LSPW
506
Lake Street Private Wealth
Illinois
$549K -$15.1K -200 -3%
TG
507
TCW Group
California
$545K +$531K +7,037 New
TPCW
508
TD Private Client Wealth
New York
$540K -$12.4K -165 -2%
NGA
509
Naples Global Advisors
Florida
$538K
P
510
&Partners
Tennessee
$534K +$20.4K +270 +4%
JFG
511
Jefferies Financial Group
New York
$534K +$520K +6,896 New
BCA
512
Bay Colony Advisors
Massachusetts
$534K -$21.1K -280 -4%
WT
513
Whittier Trust
California
$530K -$12.7K -169 -2%
PL
514
Perpetual Ltd
Australia
$525K -$300K -3,980 -37%
WB
515
WesBanco Bank
West Virginia
$523K
AWM
516
AE Wealth Management
Kansas
$519K +$167K +2,215 +49%
VAS
517
Vestmark Advisory Solutions
Massachusetts
$517K -$74.5K -988 -13%
SAI
518
Savvy Advisors Inc
New York
$514K +$166K +2,197 +49%
EWA
519
EverSource Wealth Advisors
Alabama
$513K +$180K +2,389 +56%
FISPB
520
Fideuram - Intesa Sanpaolo Private Banking
$505K +$492K +6,521 New
CG
521
Cynosure Group
Utah
$500K +$487K +6,461 New
FCM
522
FJ Capital Management
Virginia
$494K +$482K +6,390 New
AWA
523
ARQ Wealth Advisors
Arizona
$493K -$17K -225 -3%
HAG
524
HighPoint Advisor Group
Illinois
$492K -$28.1K -372 -6%
SFI
525
Siemens Fonds Invest
Germany
$491K