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Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
476
Van Hulzen Asset Management
California
$1.04M
DILIC
477
Dai-ichi Life Insurance Company
Japan
$1.04M -$64.6K -484 -3%
CT
478
Cambridge Trust
Massachusetts
$1.04M -$7.88K -59 -0.8%
FTIS
479
First Trust Investment Solutions
Florida
$1.04M -$30.8K -231 -3%
SWM
480
Shakespeare Wealth Management
Wisconsin
$1.03M -$668 -5 -0.1%
BJL
481
Brighton Jones LLC
Washington
$1.03M +$18.3K +137 +2%
PJSIMP
482
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.01M -$197K -1,479 -17%
RCAG
483
Rehmann Capital Advisory Group
Michigan
$1.01M +$9.08K +68 +0.9%
FMWA
484
Forvis Mazars Wealth Advisors
Missouri
$1M -$13.4K -100 -1%
TMAM
485
Tokio Marine Asset Management
Japan
$993K +$51K +382 +6%
CNBT
486
Canandaigua National Bank & Trust
New York
$990K -$86.4K -647 -8%
EI
487
Ethic Inc
New York
$988K -$62.9K -471 -6%
Vontobel Holding
488
Vontobel Holding
Switzerland
$974K -$816K -6,110 -47%
FPAS
489
Focus Partners Advisor Solutions
Missouri
$974K +$717K +5,369 +324%
FWCM
490
Ferguson Wellman Capital Management
Oregon
$974K
BFO
491
Biltmore Family Office
North Carolina
$963K
NP
492
Nilsine Partners
Colorado
$962K +$29.1K +218 +3%
HAG
493
HighPoint Advisor Group
Illinois
$961K +$63.7K +477 +7%
S
494
SignatureFD
Georgia
$960K -$14.8K -111 -2%
BP
495
Ballentine Partners
Massachusetts
$959K +$80.4K +602 +10%
AF
496
Allworth Financial
California
$957K +$229K +1,713 +33%
FSC
497
Full Sail Capital
Oklahoma
$956K
MAS
498
Meeder Advisory Services
Ohio
$956K +$28.4K +213 +3%
GI
499
GLOBALT Investments
Georgia
$954K -$32.3K -242 -3%
LA
500
LBP AM
France
$951K +$462K +3,462 +102%