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Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
651
Clifford Swan Investment Counsel
California
$251K
CG
652
Cynosure Group
Utah
$249K +$224K +1,537 New
MG
653
Mather Group
Illinois
$248K +$224K +1,532 New
PP
654
PDS Planning
Ohio
$248K +$223K +1,529 New
FLPIM
655
F.L. Putnam Investment Management
Massachusetts
$247K -$26K -178 -10%
FIM
656
Freedom Investment Management
Connecticut
$247K -$65.9K -451 -23%
SCM
657
Shelton Capital Management
Colorado
$243K
AP
658
Appleton Partners
Massachusetts
$243K -$5.11K -35 -2%
PIP
659
Peachtree Investment Partners
Florida
$243K +$219K +1,500 New
Grantham, Mayo, Van Otterloo & Co (GMO)
660
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$243K
PA
661
Pinnacle Associates
New York
$241K +$3.07K +21 +1%
PCM
662
Penserra Capital Management
California
$240K +$216K +1,480 +12,333%
MPI
663
Mairs & Power Inc
Minnesota
$238K
MMG
664
Monetary Management Group
Missouri
$235K
NEPPG
665
New England Professional Planning Group
Rhode Island
$235K
BIAS
666
Beacon Investment Advisory Services
New Jersey
$230K
Capstone Investment Advisors
667
Capstone Investment Advisors
New York
$224K +$125K +856 +162%
FW
668
FirstPurpose Wealth
Utah
$222K +$201K +1,373 New
GS
669
GTS Securities
Florida
$221K +$200K +1,368 New
KWMG
670
King Wealth Management Group
Florida
$221K +$199K +1,365 New
SC
671
Scotia Capital
Ontario, Canada
$220K +$199K +1,361 New
PAS
672
Professional Advisory Services
Florida
$219K +$197K +1,350 New
LNC
673
Lincoln National Corp
Pennsylvania
$219K +$198K +1,353 New
Jones Financial Companies
674
Jones Financial Companies
Missouri
$219K -$114K -780 -37%
RWP
675
Ridgecrest Wealth Partners
California
$219K +$197K +1,350 New