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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
376
Madden Advisory Services
Florida
$344K – – –
LF
377
Lantz Financial
Illinois
$344K +$29.5K +577 +10%
HSA
378
HBK Sorce Advisory
Pennsylvania
$342K +$5.42K +106 +2%
BSW
379
Buckingham Strategic Wealth
Missouri
$340K +$334K +6,534 New
AAS
380
Avantax Advisory Services
Texas
$338K -$268K -5,250 -45%
SFI
381
SPC Financial Inc
Maryland
$335K +$10.2K +200 +3%
BFEC
382
Benjamin F. Edwards & Company
Missouri
$331K -$274K -5,353 -46%
SMC
383
Smith, Moore & Co
Missouri
$326K – – –
RC
384
RegentAtlantic Capital
New Jersey
$325K +$20.6K +403 +7%
BF
385
BOK Financial
Oklahoma
$324K +$4.86K +95 +2%
PJSIMP
386
P.J. Schmidt Investment Management (PJS)
Wisconsin
$320K – – –
SC
387
Saturna Capital
Washington
$320K – – –
OPS
388
Orion Portfolio Solutions
Nebraska
$318K +$67.2K +1,315 +27%
CIBC Private Wealth Group
389
CIBC Private Wealth Group
Georgia
$317K -$6.34K -124 -2%
HDIM
390
Hanson & Doremus Investment Management
Vermont
$316K -$7K -137 -2%
AssetMark Inc
391
AssetMark Inc
California
$315K +$267K +5,221 +630%
TRCT
392
Tower Research Capital (TRC)
New York
$315K +$286K +5,586 +1,072%
FAIM
393
Financial Advocates Investment Management
Washington
$314K -$20K -391 -9%
Lazard Asset Management
394
Lazard Asset Management
New York
$312K – – –
HNWAG
395
High Net Worth Advisory Group
Florida
$312K +$306K +5,980 New
RFC
396
Regions Financial Corp
Alabama
$311K -$76.6K -1,498 -20%
EA
397
Eudaimonia Advisors
Tennessee
$310K +$304K +5,949 New
GT
398
Greenleaf Trust
Michigan
$303K -$824K -16,127 -73%
IAN
399
Integrated Advisors Network
Texas
$301K +$295K +5,779 New
CS
400
Candriam SCA
Luxembourg
$294K – – –