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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
301
Visionary Wealth Advisors
Illinois
$652K +$49.6K +592 +8%
MFW
302
Mosaic Family Wealth
Missouri
$650K +$1.34K +16 +0.2%
PFA
303
Pure Financial Advisors
California
$649K
PL
304
Plancorp LLC
Missouri
$643K -$47.6K -569 -7%
FWCM
305
Ferguson Wellman Capital Management
Oregon
$642K -$22.6K -270 -3%
CI
306
Cigna Investments
Connecticut
$629K -$99.5K -1,189 -13%
WW
307
Waterfront Wealth
Kansas
$625K
VDI
308
Vaughan David Investments
Illinois
$610K -$10.5K -125 -2%
AIL
309
AGF Investments LLC
Ontario, Canada
$608K -$79.7K -952 -11%
WAM
310
World Asset Management
Michigan
$586K -$7.87K -94 -1%
IRF
311
IBM Retirement Fund
New York
$578K -$102K -1,216 -14%
DTL
312
Dynamic Technology Lab
Singapore
$578K +$247K +2,955 +69%
MGIA
313
Moneta Group Investment Advisors
Missouri
$577K +$19.1K +228 +3%
ECM
314
Everence Capital Management
Indiana
$576K +$603K +7,200 New
HIA
315
Harbor Investment Advisory
Maryland
$570K -$5.86K -70 -1%
AWE
316
Avidian Wealth Enterprises
Texas
$565K +$3.01K +36 +0.5%
FDS
317
First Dallas Securities
Texas
$555K -$4.19K -50 -0.7%
WP
318
Wedgewood Partners
Missouri
$552K
Vanguard Personalized Indexing Management
319
Vanguard Personalized Indexing Management
California
$539K +$165K +1,973 +41%
Capstone Investment Advisors
320
Capstone Investment Advisors
New York
$539K +$564K +6,738 New
LC
321
Lavaca Capital
Texas
$536K +$2.76K +33 +0.5%
KRSITF
322
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$532K -$21K -251 -4%
EWM
323
Empirical Wealth Management
Washington
$526K +$48.2K +576 +10%
VIA
324
Vident Investment Advisory
Georgia
$522K +$69.2K +827 +15%
SFA
325
Sequoia Financial Advisors
Ohio
$518K +$95.9K +1,146 +21%