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Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Clearstead Advisors
Ohio
$592K
P
527
Pitcairn
Pennsylvania
$589K -$36.7K -975 -6%
GHCM
528
Glen Harbor Capital Management
California
$589K -$8.85K -235 -1%
SS
529
Sunbelt Securities
Texas
$588K +$16.8K +447 +3%
PL
530
Plancorp LLC
Missouri
$586K -$14.2K -378 -2%
WG
531
Welch Group
Alabama
$580K -$8.74K -232 -1%
FWM
532
Frontier Wealth Management
Missouri
$574K +$56.1K +1,488 +11%
LWCFA
533
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$572K -$15K -399 -3%
KPCM
534
Kings Point Capital Management
New York
$571K -$8.59K -228 -1%
HIIFS
535
Harel Insurance Investments & Financial Services
Israel
$571K +$216K +5,724 +61%
SFG
536
StrategIQ Financial Group
Indiana
$569K +$37.7K +1,002 +7%
GIA
537
GHP Investment Advisors
Colorado
$567K -$8.51K -226 -1%
MWP
538
MYCIO Wealth Partners
Pennsylvania
$565K -$7.38K -196 -1%
GC
539
Grimes & Company
Massachusetts
$564K +$17.5K +465 +3%
BCP
540
Blue Chip Partners
Michigan
$555K -$204K -5,409 -27%
BTNA
541
Bremer Trust National Association
Minnesota
$547K -$21.5K -570 -4%
Mackenzie Financial
542
Mackenzie Financial
Ontario, Canada
$547K +$547K +14,529 New
AFP
543
Ausdal Financial Partners
Iowa
$545K -$62.2K -1,652 -10%
SFG
544
Summit Financial Group
West Virginia
$541K -$8.89K -236 -2%
Luther King Capital Management (LKCM)
545
Luther King Capital Management (LKCM)
Texas
$537K -$8.1K -215 -1%
Koshinski Asset Management
546
Koshinski Asset Management
Illinois
$531K +$26.7K +708 +5%
APA
547
American Portfolios Advisors
New York
$530K +$6.71K +178 +1%
LFA
548
Legacy Financial Advisors
Kentucky
$528K -$4.93K -131 -1%
QCG
549
Quadrant Capital Group
Ohio
$528K +$84.7K +2,247 +18%
FAM
550
Formidable Asset Management
Ohio
$523K -$52.9K -1,403 -9%