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Name Holding Trade Value Shares
Change
Change in
Stake
BIP
676
Blueprint Investment Partners
North Carolina
$544K +$150K +233 +41%
VFA
677
Values First Advisors
Tennessee
$541K +$24.4K +38 +5%
AF
678
Advisornet Financial
Minnesota
$540K +$2.57K +4 +0.5%
JCM
679
Janney Capital Management
Pennsylvania
$536K +$642 +1 +0.1%
LFA
680
Legacy Financial Advisors
Kentucky
$535K +$11.6K +18 +2%
SFG
681
Synergy Financial Group
California
$533K +$503K +783 New
DBRC
682
D.B. Root & Company
Pennsylvania
$532K +$44.9K +70 +10%
RCAG
683
Rehmann Capital Advisory Group
Michigan
$532K +$21.8K +34 +5%
SIS
684
Susquehanna International Securities
Ireland
$531K +$501K +780 New
WHC
685
Wulff, Hansen & Co
California
$528K – – –
KMWM
686
Keudell/Morrison Wealth Management
Oregon
$516K -$642 -1 -0.1%
P
687
Pitcairn
Pennsylvania
$514K +$56.5K +88 +13%
RFC
688
Regions Financial Corp
Alabama
$512K +$116K +181 +32%
FTUS
689
Flow Traders U.S.
New York
$511K +$482K +750 New
TPW
690
Transatlantique Private Wealth
New York
$509K +$66.8K +104 +16%
4WM
691
44 Wealth Management
Oregon
$508K +$12.8K +20 +3%
BBHC
692
Brown Brothers Harriman & Co
New York
$508K +$28.3K +44 +6%
JIC
693
Johnson Investment Counsel
Ohio
$507K -$19.3K -30 -4%
KWM
694
Kolinsky Wealth Management
New Jersey
$507K -$30.8K -48 -6%
EFS
695
Essex Financial Services
Connecticut
$506K -$3.85K -6 -0.8%
SM
696
Sweeney & Michel
California
$503K +$451K +702 New
PCFFS
697
Pacific Center for Financial Services
California
$501K +$473K +736 New
AMCA
698
Arthur M. Cohen & Associates
Illinois
$496K – – –
PCM
699
Peregrine Capital Management
Minnesota
$494K -$150K -234 -24%
Manulife (Manufacturers Life Insurance)
700
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$492K +$29.5K +46 +7%