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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
701
Foundations Investment Advisors
Arizona
$258K +$15.8K +146 +7%
AWM
702
AE Wealth Management
Kansas
$257K +$247K +2,278 New
SFA
703
Sequoia Financial Advisors
Ohio
$255K -$31.4K -290 -11%
FHA
704
Flagship Harbor Advisors
Massachusetts
$254K +$17.3K +160 +8%
BOS
705
Bingham Osborn & Scarborough
California
$253K +$758 +7 +0.3%
GLA
706
Good Life Advisors
Pennsylvania
$250K +$8.34K +77 +4%
ACS
707
Archford Capital Strategies
Illinois
$250K +$9.86K +91 +4%
NB
708
Nicolet Bankshares
Wisconsin
$245K +$9.21K +85 +4%
RIA
709
Realta Investment Advisors
Delaware
$244K +$12.7K +117 +6%
BSPF
710
British Steel Pension Fund
United Kingdom
$243K -$255K -2,351 -52%
Mackenzie Financial
711
Mackenzie Financial
Ontario, Canada
$243K -$21K -194 -8%
BW
712
Bison Wealth
Georgia
$238K +$4.98K +46 +2%
Fisher Asset Management
713
Fisher Asset Management
Washington
$238K +$228K +2,108 New
NFG
714
Next Financial Group
Texas
$235K +$84.1K +776 +60%
CT
715
Cambridge Trust
Massachusetts
$230K +$13.8K +127 +7%
Carson Wealth (CWM LLC)
716
Carson Wealth (CWM LLC)
Nebraska
$229K
CT
717
Chicago Trust
Illinois
$229K +$220K +2,032 New
EM
718
ELCO Management
New York
$226K
RC
719
RBF Capital
California
$226K
WIA
720
Wealthstreet Investment Advisors
Texas
$226K
GBT
721
Grove Bank & Trust
Florida
$221K
CCA
722
Cobblestone Capital Advisors
New York
$220K -$8.13K -75 -4%
IIC
723
Integrated Investment Consultants
Michigan
$220K -$867 -8 -0.4%
Rockefeller Capital Management
724
Rockefeller Capital Management
New York
$218K -$357K -3,292 -63%
CAW
725
Cornerstone Advisors (Washington)
Washington
$218K -$92.2K -851 -31%