Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
501
Farmers & Merchants Trust Company
California
$3.55M +$559K +3,230 +18%
LFG
502
Larson Financial Group
Missouri
$3.54M +$725K +4,188 +25%
MWA
503
MFA Wealth Advisors
Pennsylvania
$3.53M +$152K +881 +4%
BJL
504
Brighton Jones LLC
Washington
$3.52M -$172K -996 -5%
MC
505
Moors & Cabot
Massachusetts
$3.5M +$193K +1,117 +6%
RWM
506
Rench Wealth Management
Texas
$3.47M +$18.7K +108 +0.5%
ATC
507
Argent Trust Co
Tennessee
$3.45M +$21.6K +125 +0.6%
PIA
508
Petredis Investment Advisors
Pennsylvania
$3.45M +$41K +237 +1%
EWA
509
EP Wealth Advisors
California
$3.45M -$1.57M -9,082 -31%
IFWM
510
Institute for Wealth Management
Colorado
$3.44M +$189K +1,090 +6%
Squarepoint
511
Squarepoint
New York
$3.44M -$7.01M -40,527 -67%
GPTE
512
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.43M – – –
SCA
513
Snowden Capital Advisors
New York
$3.39M +$397K +2,291 +13%
EF
514
Empirical Finance
Pennsylvania
$3.36M +$65.4K +378 +2%
UB
515
UMB Bank
Missouri
$3.34M +$69.2K +400 +2%
KWA
516
Kingswood Wealth Advisors
California
$3.33M -$415K -2,396 -11%
PWP
517
Principle Wealth Partners
Connecticut
$3.33M -$274K -1,585 -8%
BIP
518
Bouvel Investment Partners
Pennsylvania
$3.32M +$42.6K +246 +1%
Bessemer Group
519
Bessemer Group
New Jersey
$3.3M +$1.39K +8 +0%
HWA
520
HCR Wealth Advisors
California
$3.29M +$8.48K +49 +0.3%
GC
521
Guggenheim Capital
Illinois
$3.29M -$547K -3,163 -14%
SCTC
522
Sanibel Captiva Trust Company
Florida
$3.29M +$815K +4,706 +32%
NSAM
523
North Star Asset Management
Wisconsin
$3.29M +$168K +968 +5%
LA
524
Lynch & Associates
Indiana
$3.27M +$199K +1,147 +6%
MCP
525
Mirador Capital Partners
California
$3.26M +$3.3M +19,087 New