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Name Holding Trade Value Shares
Change
Change in
Stake
FP
576
Factorial Partners
New York
$966K
EWA
577
Exencial Wealth Advisors
Oklahoma
$957K -$104K -1,658 -10%
BCV
578
Banque Cantonale Vaudoise
Switzerland
$945K
LTI
579
Laffer Tengler Investments
Tennessee
$943K +$917K +14,640 New
SM
580
Sciencast Management
New Jersey
$942K +$908K +14,510 New
GFPC
581
Global Financial Private Client
Florida
$941K +$73K +1,166 +9%
BBA
582
Baader Bank Aktiengesellschaft
Germany
$940K +$914K +14,600 New
MAWAG
583
Mid-American Wealth Advisory Group
Missouri
$936K -$24.7K -394 -3%
DAC
584
Dividend Assets Capital
South Carolina
$933K
BP
585
Ballentine Partners
Massachusetts
$926K +$683K +10,909 +315%
CIAS
586
Capital Investment Advisory Services
North Carolina
$922K +$422K +6,738 +89%
BFS
587
Bradley Foster & Sargent
Connecticut
$915K +$90.8K +1,450 +11%
S
588
SignatureFD
Georgia
$913K -$102K -1,636 -10%
6F
589
626 Financial
Michigan
$908K -$30.3K -484 -3%
GI
590
Gradient Investments
Minnesota
$896K +$39.1K +624 +5%
KPWS
591
Kestra Private Wealth Services
Texas
$892K -$34.1K -544 -4%
JWCA
592
J.W. Coons Advisors
Ohio
$889K +$863K +13,790 New
GAAM
593
Guinness Atkinson Asset Management
California
$887K
DSC
594
Duncker Streett & Co
Missouri
$884K -$87.7K -1,400 -9%
CT
595
Caldwell Trust
Florida
$868K
WANY
596
Wealthspire Advisors (New York)
New York
$867K -$153K -2,451 -15%
AWM
597
Abound Wealth Management
Tennessee
$865K -$50.1K -801 -6%
FFM
598
Forum Financial Management
Illinois
$863K -$2.25K -36 -0.3%
KIC
599
Keating Investment Counselors
Florida
$847K -$18.8K -300 -2%
GGI
600
Godsey & Gibb Inc
Virginia
$846K +$822K +13,135 New