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Name Holding Trade Value Shares
Change
Change in
Stake
Buckingham Strategic Wealth
626
Buckingham Strategic Wealth
Missouri
$661K +$42.9K +134 +6%
Chicago Capital
627
Chicago Capital
Illinois
$655K -$104K -325 -13%
WFC
628
Western Financial Corp
California
$651K +$2.88K +9 +0.4%
Steward Partners Investment Advisory
629
Steward Partners Investment Advisory
New York
$648K +$1.28K +4 +0.2%
JIC
630
Joel Isaacson & Co
New York
$646K – – –
IFU
631
iSAM Funds (UK)
United Kingdom
$642K -$553K -1,728 -44%
Hills Bank & Trust
632
Hills Bank & Trust
Iowa
$640K -$36.5K -114 -5%
TA
633
Townsend & Associates
Colorado
$629K -$9.28K -29 -1%
FFA
634
Founders Financial Alliance
North Carolina
$629K +$691K +2,160 New
Valeo Financial Advisors
635
Valeo Financial Advisors
Indiana
$627K -$88K -275 -11%
SignatureFD
636
SignatureFD
Georgia
$625K +$12.2K +38 +2%
SageView Advisory Group
637
SageView Advisory Group
California
$625K +$670K +2,092 New
UWS
638
Unique Wealth Strategies
Illinois
$621K +$683K +2,134 New
CI
639
Cigna Investments
Connecticut
$621K -$13.8K -43 -2%
TSS
640
Two Sigma Securities
New York
$608K +$669K +2,089 New
RCM
641
Radnor Capital Management
Pennsylvania
$603K +$134K +420 +25%
Modera Wealth Management
642
Modera Wealth Management
New Jersey
$600K +$5.12K +16 +0.8%
RI
643
Ridgewood Investments
New Jersey
$594K – – –
Ballentine Partners
644
Ballentine Partners
Massachusetts
$589K +$49.9K +156 +8%
KCM
645
Kathmere Capital Management
Pennsylvania
$586K +$190K +595 +42%
UMB Bank
646
UMB Bank
Missouri
$585K +$12.8K +40 +2%
TIM
647
Thompson Investment Management
Wisconsin
$582K – – –
Saturna Capital
648
Saturna Capital
Washington
$579K +$104K +325 +20%
Kestra Private Wealth Services
649
Kestra Private Wealth Services
Texas
$574K +$237K +739 +60%
PMFA
650
Plante Moran Financial Advisors
Michigan
$566K -$640 -2 -0.1%