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Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
776
Empower Advisory Group
Colorado
$519K +$183K +505 +53%
IAS
777
Insigneo Advisory Services
Florida
$517K -$31.8K -88 -6%
NRS
778
Neville Rodie & Shaw
New York
$517K – – –
MFA
779
Mayflower Financial Advisors
Massachusetts
$516K +$54.6K +151 +12%
CCA
780
Conservest Capital Advisors
Pennsylvania
$515K -$22.1K -61 -4%
EW
781
Elyxium Wealth
California
$512K -$10.9K -30 -2%
MMCM
782
Murphy & Mullick Capital Management
New York
$511K – – –
Panagora Asset Management
783
Panagora Asset Management
Massachusetts
$509K -$289K -800 -36%
AWA
784
Arete Wealth Advisors
Illinois
$509K -$24.2K -67 -4%
Aptus Capital Advisors
785
Aptus Capital Advisors
Alabama
$503K -$30.7K -85 -6%
RZH
786
Relyea Zuckerberg Hanson
Connecticut
$500K +$4.7K +13 +0.9%
OAM
787
Oxford Asset Management
United Kingdom
$500K +$507K +1,401 New
AE Wealth Management
788
AE Wealth Management
Kansas
$499K +$245K +677 +94%
RI
789
Ridgewood Investments
New Jersey
$497K – – –
IA
790
IFG Advisors
Missouri
$496K – – –
Waldron Private Wealth
791
Waldron Private Wealth
Pennsylvania
$496K -$5.79K -16 -1%
GIM
792
Goelzer Investment Management
Indiana
$494K – – –
FBFS
793
First Business Financial Services
Wisconsin
$494K – – –
Perpetual Ltd
794
Perpetual Ltd
Australia
$490K +$6.87K +19 +1%
PWA
795
Prairie Wealth Advisors
Nebraska
$487K – – –
NAMP
796
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$481K – – –
NSIM
797
North Star Investment Management
Illinois
$476K +$362 +1 +0.1%
NOI
798
Newton One Investments
Delaware
$476K – – –
RYIA
799
Roehl & Yi Investment Advisors
Oregon
$474K -$9.04K -25 -2%
Pallas Capital Advisors
800
Pallas Capital Advisors
Massachusetts
$473K +$4.34K +12 +0.9%