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Name Holding Trade Value Shares
Change
Change in
Stake
DI
326
DFPG Investments
Utah
$359K +$3.44K +45 +1%
DP
327
Dearborn Partners
Illinois
$355K +$63.8K +835 +24%
DBRC
328
D.B. Root & Company
Pennsylvania
$346K +$18K +236 +6%
CAL
329
Capital Analysts LLC
Pennsylvania
$345K
V
330
Veritable
Delaware
$340K -$13.6K -178 -4%
TPCW
331
TD Private Client Wealth
New York
$336K -$7.94K -104 -2%
Verition Fund Management
332
Verition Fund Management
Connecticut
$331K -$757K -9,916 -71%
PWPS
333
Pinnacle Wealth Planning Services
Ohio
$331K -$10.2K -134 -3%
CWM
334
Calamos Wealth Management
Illinois
$324K -$11.5K -150 -4%
GLR
335
Great Lakes Retirement
Ohio
$323K -$458 -6 -0.2%
OWA
336
One Wealth Advisors
California
$321K -$1.83K -24 -0.6%
PA
337
Procyon Advisors
Connecticut
$321K +$298K +3,908 New
HJIM
338
Henry James International Management
New York
$318K
DWT
339
Dorsey & Whitney Trust
South Dakota
$316K +$4.89K +64 +2%
BFO
340
Boston Family Office
Massachusetts
$316K -$20.6K -270 -7%
PWP
341
Pursue Wealth Partners
California
$311K
DWM
342
Dakota Wealth Management
Florida
$310K -$675K -8,839 -70%
BWM
343
Baron Wealth Management
Michigan
$309K +$535 +7 +0.2%
VCM
344
Virtue Capital Management
Tennessee
$308K -$26K -341 -8%
Robeco Institutional Asset Management
345
Robeco Institutional Asset Management
Netherlands
$307K +$286K +3,744 New
GT
346
Greenleaf Trust
Michigan
$301K -$16.6K -218 -6%
SIA
347
Schechter Investment Advisors
Michigan
$301K -$1.07K -14 -0.4%
AO
348
Advisor OS
Illinois
$296K -$51.1K -669 -16%
SWP
349
Stratos Wealth Partners
Ohio
$296K +$275K +3,605 New
CG
350
Caprock Group
Idaho
$294K -$5.12K -67 -2%