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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
501
Prospera Financial Services
Texas
$324K -$23.6K -158 -7%
MPPW
502
Mitchell & Pahl Private Wealth
Oklahoma
$323K +$7.17K +48 +3%
JFL
503
Jarislowsky, Fraser Ltd
Quebec, Canada
$323K +$291K +1,949 New
BFA
504
Beaumont Financial Advisors
Massachusetts
$320K +$3.43K +23 +1%
GWM
505
Geneos Wealth Management
Colorado
$320K +$14.2K +95 +6%
GSC
506
Ground Swell Capital
South Carolina
$314K +$282K +1,892 New
SPC
507
Sigma Planning Corp
Michigan
$308K +$46.9K +314 +20%
Man Group
508
Man Group
United Kingdom
$302K -$314K -2,103 -54%
PCA
509
Personal Capital Advisors
California
$298K -$747 -5 -0.3%
LIA
510
LS Investment Advisors
Michigan
$294K -$109K -728 -29%
OFG
511
OmniStar Financial Group
North Carolina
$292K -$607K -4,067 -70%
GT
512
Greenleaf Trust
Michigan
$292K +$263K +1,762 New
AWM
513
Avior Wealth Management
Nebraska
$287K +$259K +1,734 New
VWM
514
Valley Wealth Managers
New Jersey
$280K +$252K +1,687 New
CCA
515
Checchi Capital Advisers
California
$279K +$252K +1,685 New
JIC
516
Johnson Investment Counsel
Ohio
$274K -$76.6K -513 -24%
SC
517
Steph & Co
Wisconsin
$274K
NIMI
518
Natixis Investment Managers International
France
$273K -$93.3K -625 -27%
FC
519
FORA Capital
Florida
$272K -$860K -5,760 -78%
AWA
520
Aaron Wealth Advisors
Illinois
$267K +$241K +1,614 New
QI
521
QS Investors
New York
$261K
DILIC
522
Dai-ichi Life Insurance Company
Japan
$259K
RI
523
Ridgewood Investments
New Jersey
$259K +$233K +1,562 New
IFS
524
Ifrah Financial Services
Arkansas
$253K -$8.36K -56 -4%
JCIA
525
Jackson Creek Investment Advisors
Colorado
$250K +$225K +1,509 New