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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1451
Bartlett & Co
Ohio
$827K
QI
1452
Qtron Investments
Massachusetts
$821K -$287K -615 -26%
JFGIW
1453
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$821K +$140K +300 +21%
BFA
1454
Beaumont Financial Advisors
Massachusetts
$820K -$20.1K -43 -2%
LFAS
1455
Level Four Advisory Services
Texas
$819K -$179K -383 -18%
BA
1456
Bluesphere Advisors
Pennsylvania
$816K +$416K +890 +108%
RA
1457
RFG Advisory
Alabama
$815K +$36.5K +78 +5%
MPI
1458
Mairs & Power Inc
Minnesota
$807K -$61.2K -131 -7%
LWAM
1459
Legacy Wealth Asset Management
Minnesota
$806K +$15K +32 +2%
DA
1460
Dillon & Associates
Michigan
$805K -$2.34K -5 -0.3%
PIA
1461
Perennial Investment Advisors
California
$804K +$318K +680 +67%
AA
1462
Auxano Advisors
Washington
$800K
AIA
1463
Angeles Investment Advisors
California
$792K -$205K -438 -21%
AWM
1464
Atticus Wealth Management
Florida
$790K -$47.7K -102 -6%
GCP
1465
GSA Capital Partners
United Kingdom
$788K +$775K +1,657 New
TCM
1466
Tributary Capital Management
Nebraska
$787K -$28K -60 -3%
HIA
1467
Harbor Investment Advisory
Maryland
$782K +$21.5K +46 +3%
IF
1468
Intrua Financial
Texas
$779K +$10.8K +23 +2%
FNT
1469
First National Trust
Pennsylvania
$778K +$122K +262 +19%
SWM
1470
Segment Wealth Management
Texas
$777K +$87.4K +187 +13%
EH
1471
Equitable Holdings
New York
$775K +$11.7K +25 +2%
IFG
1472
Investors Financial Group
Minnesota
$773K
MFA
1473
Mayflower Financial Advisors
Massachusetts
$772K -$76.2K -163 -9%
FPF
1474
First Pacific Financial
Washington
$770K -$88.8K -190 -11%
SFA
1475
Sequoia Financial Advisors
Ohio
$769K -$149K -319 -16%