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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
401
Realta Investment Advisors
Delaware
$823K +$50.4K +300 +6%
BWM
402
Buckley Wealth Management
Nevada
$814K -$18.3K -109 -2%
VI
403
Vestcor Inc
New Brunswick, Canada
$802K +$167K +994 +24%
FPS
404
Fieldpoint Private Securities
Connecticut
$779K -$871K -5,183 -51%
AP
405
Advisor Partners
California
$777K +$143K +848 +21%
NA
406
NewEdge Advisors
Louisiana
$775K +$827K +4,919 New
BMCM
407
Burns Matteson Capital Management
New York
$774K +$15K +89 +2%
KFA
408
Kelleher Financial Advisors
New York
$771K +$824K +4,899 New
UBG
409
United Bank (Georgia)
Georgia
$769K +$821K +4,881 New
MYIA
410
Mount Yale Investment Advisors
Colorado
$764K -$7.4K -44 -0.9%
RCIM
411
Red Cedar Investment Management
Michigan
$759K -$318K -1,890 -28%
Impax Asset Management Group
412
Impax Asset Management Group
United Kingdom
$756K -$8.74K -52 -1%
BA
413
Bridgewater Associates
Connecticut
$750K +$800K +4,757 New
OWA
414
Outlook Wealth Advisors
Texas
$740K +$12.1K +72 +2%
Creative Planning
415
Creative Planning
Kansas
$738K +$205K +1,221 +35%
AIM
416
Acropolis Investment Management
Missouri
$737K -$16K -95 -2%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$729K +$92.5K +550 +14%
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$727K +$103K +610 +15%
BP
419
Ballentine Partners
Massachusetts
$720K +$1.18K +7 +0.2%
CQS
420
Credential Qtrade Securities
$709K +$42K +250 +6%
HAG
421
HighPoint Advisor Group
Illinois
$709K +$754K +4,484 New
RCA
422
Resonant Capital Advisors
Wisconsin
$706K +$30.8K +183 +4%
QCM
423
Quantinno Capital Management
New York
$702K +$426K +2,534 +132%
AAM
424
Azzad Asset Management
Virginia
$702K +$1.01M +6,028 New
Federated Hermes
425
Federated Hermes
Pennsylvania
$695K +$702K +4,177 +1,785%