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Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
526
Aviva
United Kingdom
$521K – – –
MG
527
Mather Group
Illinois
$514K +$9.61K +87 +2%
MC
528
Moors & Cabot
Massachusetts
$510K +$332 +3 +0.1%
GT
529
Greenleaf Trust
Michigan
$505K +$8.18K +74 +2%
SCM
530
Saxony Capital Management
Missouri
$500K +$1.33K +12 +0.3%
IFU
531
iSAM Funds (UK)
United Kingdom
$497K +$486K +4,400 New
TTIC
532
Tower Trust & Investment Company
Iowa
$493K – – –
S
533
Storgate
Texas
$487K +$476K +4,312 New
AWA
534
Aaron Wealth Advisors
Illinois
$480K -$218K -1,973 -32%
HI
535
Harbour Investments
Wisconsin
$478K -$111 -1 -0%
Legacy Financial Group (Iowa)
536
Legacy Financial Group (Iowa)
Iowa
$475K – – –
DSA
537
Droms Strauss Advisors
Missouri
$470K – – –
KCP
538
Kera Capital Partners
California
$465K +$209K +1,893 +85%
RA
539
RFG Advisory
Alabama
$457K -$4.42K -40 -1%
BAMG
540
Brand Asset Management Group
Missouri
$456K -$24.6K -223 -5%
PVI
541
Pine Valley Investments
New Jersey
$456K +$7.85K +71 +2%
TCIIS
542
TIAA-CREF Individual & Institutional Services
New York
$453K -$15.5K -140 -3%
SAM
543
Sagewood Asset Management
New York
$449K +$117K +1,056 +36%
PWMG
544
Pinnacle Wealth Management Group
Michigan
$447K – – –
I
545
InvesTrust
Oklahoma
$441K – – –
TWP
546
Tyche Wealth Partners
Texas
$438K +$15.5K +140 +4%
CT
547
Chicago Trust
Illinois
$437K -$2.54K -23 -0.6%
TPCW
548
TD Private Client Wealth
New York
$436K +$22.5K +204 +6%
SPWM
549
Schrum Private Wealth Management
Florida
$434K +$347K +3,140 +106%
BJL
550
Brighton Jones LLC
Washington
$434K +$15.5K +140 +4%