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Name Holding Trade Value Shares
Change
Change in
Stake
RC
351
Roundview Capital
New Jersey
$1.05M -$31.4K -1,033 -3%
GI
352
Gradient Investments
Minnesota
$1.05M +$138K +4,537 +15%
CIP
353
Cornerstone Investment Partners
Georgia
$1.05M -$851 -28 -0.1%
SAM
354
SignalPoint Asset Management
Missouri
$1.03M -$16.1K -528 -2%
SAM
355
Silvercrest Asset Management
New York
$1.03M -$96.3K -3,169 -8%
AWM
356
AE Wealth Management
Kansas
$1.03M +$143K +4,691 +16%
EP
357
Elkhorn Partners
Nebraska
$1.02M -$69.2K -2,277 -6%
HH
358
Hilltop Holdings
Texas
$1.02M -$5.56K -183 -0.5%
GT
359
Glenview Trust
Kentucky
$1.02M -$18.4K -605 -2%
GLRA
360
Gerald L. Ray & Associates
Texas
$1M +$20.9K +689 +2%
WAS
361
Winch Advisory Services
Wisconsin
$998K +$1.01M +33,166 New
SEI Investments
362
SEI Investments
Pennsylvania
$987K -$5.54M -182,204 -85%
RFCA
363
R&F Capital Advisors
New York
$987K +$996K +32,775 New
BA
364
Boston Advisors
Massachusetts
$976K -$56.8K -1,868 -5%
RWA
365
Ropes Wealth Advisors
Massachusetts
$974K +$17.6K +578 +2%
SFA
366
Sequoia Financial Advisors
Ohio
$970K +$711K +23,378 +265%
GC
367
Gratry & Company
Ohio
$969K -$2.52M -82,996 -72%
FAB
368
First American Bank
Illinois
$965K -$170K -5,593 -15%
SBIA
369
Sheaff Brock Investment Advisors
Indiana
$961K -$254K -8,367 -21%
NL
370
NWAM LLC
Washington
$961K -$37.8K -1,244 -4%
ISL
371
Ingalls & Snyder LLC
New York
$953K -$37.6K -1,238 -4%
FA
372
Fagan Associates
New York
$949K -$14.9K -489 -2%
Fidelity Investments
373
Fidelity Investments
Massachusetts
$948K -$15.9M -523,943 -94%
WB
374
Webster Bank
Connecticut
$944K -$24.2K -795 -2%
MSU
375
Mizuho Securities USA
New York
$943K +$969K +31,880 New