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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
776
Dynamic Advisor Solutions
Arizona
$621K +$180K +273 +45%
DT
777
Diversified Trust
Tennessee
$619K +$23.1K +35 +4%
RS
778
Rakuten Securities
Japan
$618K +$539K +816 New
AIA
779
Armor Investment Advisors
North Carolina
$617K +$660 +1 +0.1%
RFS
780
Richardson Financial Services
Massachusetts
$617K +$538K +815 New
WQ
781
Wealth Quarterback
New Jersey
$616K +$537K +813 New
RCAG
782
Rehmann Capital Advisory Group
Michigan
$607K -$5.28K -8 -1%
AWA
783
Aaron Wealth Advisors
Illinois
$600K +$68K +103 +15%
AMCA
784
Arthur M. Cohen & Associates
Illinois
$599K +$23.1K +35 +5%
SC
785
Sapient Capital
Indiana
$599K +$522K +791 New
Capstone Investment Advisors
786
Capstone Investment Advisors
New York
$598K +$230K +348 +79%
PWM
787
Perigon Wealth Management
California
$597K -$110K -167 -17%
Thrivent Financial for Lutherans
788
Thrivent Financial for Lutherans
Minnesota
$596K +$44.9K +68 +9%
DBRC
789
D.B. Root & Company
Pennsylvania
$592K
DCM
790
Dimension Capital Management
Florida
$592K +$516K +782 New
KWM
791
Kolinsky Wealth Management
New Jersey
$589K -$4.62K -7 -0.9%
CS
792
Credit Suisse
Switzerland
$582K -$2.98M -4,515 -85%
ESB
793
Essex Savings Bank
Connecticut
$577K +$215K +326 +75%
CIA
794
Concurrent Investment Advisors
Florida
$574K +$501K +759 New
FRA
795
Frank Rimerman Advisors
California
$574K +$501K +758 New
MJP
796
Michael J. Puzo
$572K +$39.6K +60 +9%
VAF
797
Values Added Financial
District of Columbia
$571K -$3.96K -6 -0.8%
ADL
798
Asset Dedication LLC
California
$571K +$92.4K +140 +23%
IAN
799
Integrated Advisors Network
Texas
$570K +$71.3K +108 +17%
DG
800
DMC Group
Alabama
$570K +$151K +228 +43%