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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
851
Websterrogers Financial Advisors
South Carolina
$545K
SS
852
Simplicity Solutions
Minnesota
$542K +$34.2K +180 +6%
SCM
853
Shelton Capital Management
Colorado
$541K -$20.7K -109 -4%
APA
854
Astoria Portfolio Advisors
New York
$541K +$51.3K +270 +10%
APA
855
American Portfolios Advisors
New York
$541K -$59.1K -311 -9%
SSG
856
Summit Securities Group
New York
$535K +$391K +2,059 +233%
BSA
857
Bull Street Advisors
Georgia
$529K
SIM
858
Sentry Investment Management
Wisconsin
$528K
KFP
859
KB Financial Partners
New Jersey
$528K +$86.2K +454 +19%
HJIM
860
Henry James International Management
New York
$522K
HIM
861
Hillsdale Investment Management
Ontario, Canada
$522K
WG
862
Welch Group
Alabama
$522K
WJWM
863
Williams Jones Wealth Management
New York
$520K -$13.3K -70 -2%
OIA
864
Optimum Investment Advisors
Illinois
$518K +$1.33K +7 +0.2%
ETH
865
Exos TFP Holdings
New York
$517K +$539K +2,841 New
OIA
866
OneDigital Investment Advisors
Kansas
$513K +$2.66K +14 +0.5%
FAB
867
First American Bank
Illinois
$512K +$5.7K +30 +1%
SFA
868
Sequoia Financial Advisors
Ohio
$507K -$94.2K -496 -15%
MIM
869
Merrion Investment Management
New Jersey
$506K
FIM
870
Freedom Investment Management
Connecticut
$502K -$70.1K -369 -12%
CWA
871
Canvas Wealth Advisors
Kansas
$499K +$249K +1,311 +116%
FMB
872
Field & Main Bank
Kentucky
$498K +$25.6K +135 +5%
BBI
873
Baxter Bros Inc
Connecticut
$496K +$12.3K +65 +2%
RPC
874
Rossmore Private Capital
Connecticut
$493K
Grantham, Mayo, Van Otterloo & Co (GMO)
875
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$491K +$171K +900 +50%