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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
601
Deseret Mutual Benefit Administrators
Utah
$514K +$4.17K +14 +0.8%
WSCM
602
Wellington Shields Capital Management
New York
$514K
GFPC
603
Global Financial Private Client
Florida
$512K +$3.87K +13 +0.7%
RC
604
Rovin Capital
Arizona
$498K -$44.4K -149 -8%
HFG
605
Heron Financial Group
New York
$497K +$10.4K +35 +2%
CI
606
Cigna Investments
Connecticut
$497K -$3.87K -13 -0.7%
AFM
607
Armstrong Fleming & Moore
District of Columbia
$494K +$516K +1,733 New
FA
608
FDx Advisors
Illinois
$493K
IIM
609
Intact Investment Management
Quebec, Canada
$484K -$89.3K -300 -15%
KFP
610
KMG Fiduciary Partners
Ohio
$483K -$186K -626 -27%
KI
611
Kapitalo Investimentos
Brazil
$479K +$359K +1,206 +254%
TAM
612
Trust Asset Management
Texas
$473K
P
613
Pitcairn
Pennsylvania
$471K -$4.17K -14 -0.8%
RIA
614
Regal Investment Advisors
Michigan
$470K
IWC
615
Integrated Wealth Concepts
Massachusetts
$469K -$402K -1,349 -45%
SFM
616
Systematic Financial Management
New Jersey
$467K
MG
617
Mather Group
Illinois
$466K +$487K +1,637 New
AG
618
AIA Group
Hong Kong
$463K -$699K -2,348 -59%
GT
619
Greenleaf Trust
Michigan
$461K +$5.66K +19 +1%
Pzena Investment Management
620
Pzena Investment Management
New York
$461K +$482K +1,618 New
SP
621
Symmetry Partners
Connecticut
$458K -$200K -671 -29%
PFO
622
Pathstone Family Office
New Jersey
$455K +$60.4K +203 +15%
SC
623
Savant Capital
Illinois
$455K +$123K +414 +35%
MWM
624
Mission Wealth Management
California
$453K -$893 -3 -0.2%
SCA
625
Snowden Capital Advisors
New York
$453K +$11.6K +39 +3%