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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
626
Brighton Jones LLC
Washington
$549K +$536K +4,640 New
PTFIS
627
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$548K
EWM
628
Empirical Wealth Management
Washington
$546K -$92K -797 -15%
UIM
629
USS Investment Management
United Kingdom
$545K -$846K -7,326 -61%
ALA
630
Atlas Legacy Advisors
California
$544K +$17K +147 +3%
WIM
631
Waycross Investment Management
Washington
$538K -$2.77K -24 -0.5%
PIMJS
632
PKO Investment Management Joint-Stock
Poland
$532K
LC
633
Lincoln Capital
Nebraska
$531K
WTC
634
WhitTier Trust Company
Nevada
$530K +$270K +2,343 +114%
SAM
635
S.A. Mason
Michigan
$526K
AC
636
Allstate Corporation
Illinois
$524K -$2.55M -22,124 -83%
RBC
637
Romano Brothers & Co
Illinois
$523K
QCG
638
Quadrant Capital Group
Ohio
$522K -$458K -3,964 -47%
CWM
639
Connecticut Wealth Management
Connecticut
$522K -$30.6K -265 -6%
SWA
640
Sax Wealth Advisors
New Jersey
$521K +$1.73K +15 +0.3%
CTC
641
Central Trust Company
Missouri
$520K +$5.31K +46 +1%
NFGCM
642
Norman Fields Gottscho Capital Management
New York
$517K +$235K +2,040 +88%
PCS
643
Personal CFO Solutions
New Jersey
$507K +$9.23K +80 +2%
CLOS
644
Compagnie Lombard Odier SCmA
Switzerland
$506K
SC
645
Saiph Capital
New Jersey
$504K
FTWA
646
Fifth Third Wealth Advisors
Ohio
$500K -$24K -208 -5%
CI
647
Corient IA
Florida
$499K
FAM
648
Fred Alger Management
New York
$498K +$88.4K +766 +22%
CFM
649
Catalyst Funds Management
Australia
$497K +$485K +4,203 New
TSMHT
650
Thurston Springer Miller Herd & Titak
Indiana
$497K +$27.6K +239 +6%