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Name Holding Trade Value Shares
Change
Change in
Stake
AII
1826
AGF Investments Inc
Ontario, Canada
$558K -$1.25M -11,531 -69%
TA
1827
TFG Advisers
Michigan
$553K -$22.8K -210 -4%
PIM
1828
Perpetual Investment Management
Australia
$553K +$554K +5,100 New
BFPW
1829
BOK Financial Private Wealth
Colorado
$549K -$60.3K -555 -10%
CIP
1830
Capital Insight Partners
Arizona
$548K +$3.04K +28 +0.6%
PHAM
1831
Palisades Hudson Asset Management
Florida
$547K
WAM
1832
Westport Asset Management
Connecticut
$547K
MIM
1833
Merrion Investment Management
New Jersey
$547K +$543K +5,000 New
HCA
1834
Heck Capital Advisors
Wisconsin
$547K -$217 -2 -0%
BG
1835
Berry Group
Massachusetts
$543K
FPCP
1836
Fort Point Capital Partners
California
$542K +$17.9K +165 +3%
AC
1837
Apella Capital
Connecticut
$540K
NF
1838
Nikulski Financial
Iowa
$538K +$175K +1,611 +49%
JIP
1839
JBJ Investment Partners
South Carolina
$535K +$253K +2,332 +91%
BMCM
1840
Burns Matteson Capital Management
New York
$534K +$530K +4,874 New
CCA
1841
Column Capital Advisors
Indiana
$533K -$25.4K -234 -5%
BMC
1842
Beaton Management Company
Massachusetts
$530K -$54.3K -500 -9%
MCM
1843
Mengis Capital Management
Oregon
$529K -$51.6K -475 -9%
AssetMark Inc
1844
AssetMark Inc
California
$528K +$44.3K +408 +9%
RWP
1845
RWA Wealth Partners
Massachusetts
$526K +$15.1K +139 +3%
LFA
1846
Legacy Financial Advisors
Kentucky
$526K +$39.1K +360 +8%
FIM
1847
Freedom Investment Management
Connecticut
$526K +$522K +4,800 New
LF
1848
Lantz Financial
Illinois
$522K -$1.35M -12,461 -72%
MWM
1849
MBE Wealth Management
Wisconsin
$522K +$870 +8 +0.2%
GWAM
1850
Guardian Wealth Advisors (Minnesota)
Minnesota
$522K +$519K +4,771 New