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Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
701
Rafferty Asset Management
New York
$510K -$1.4M -7,213 -71%
EWA
702
EP Wealth Advisors
California
$508K -$10.3K -53 -2%
TCM
703
Tradewinds Capital Management
Washington
$499K -$9.31K -48 -2%
CWM
704
Cornerstone Wealth Management
Missouri
$495K -$211K -1,089 -28%
HBT
705
Hills Bank & Trust
Iowa
$495K -$29.9K -154 -5%
VFA
706
Voya Financial Advisors
Connecticut
$490K +$11.4K +59 +2%
RG
707
Rikoon Group
New Mexico
$489K – – –
RIM
708
Regent Investment Management
Kentucky
$488K – – –
SPIA
709
Steward Partners Investment Advisory
New York
$487K -$14.4K -74 -3%
DBG
710
De Burlo Group
Massachusetts
$485K – – –
MIA
711
MainStreet Investment Advisors
Illinois
$482K +$528K +2,721 New
BWM
712
BerganKDV Wealth Management
Minnesota
$478K -$22.7K -117 -4%
BSW
713
Buckingham Strategic Wealth
Missouri
$473K +$94.1K +485 +22%
ACI
714
Alpha Cubed Investments
California
$468K +$4.66K +24 +0.9%
EWM
715
Evercore Wealth Management
New York
$468K +$5.04K +26 +1%
CGL
716
Clarius Group LLC
Washington
$464K +$71.6K +369 +16%
FQ
717
First Quadrant
California
$462K +$253K +1,306 +100%
AIP
718
Almanack Investment Partners
Pennsylvania
$460K +$503K +2,595 New
GRP
719
Global Retirement Partners
California
$459K – – –
WAM
720
Wealthspire Advisors (Maryland)
Maryland
$453K -$78.4K -404 -14%
TCOT
721
Trust Company of Toledo
Ohio
$446K -$194 -1 -0%
BMC
722
Beaton Management Company
Massachusetts
$443K – – –
CPA
723
Capital Planning Advisors
California
$443K – – –
PC
724
PA Capital
Virginia
$442K +$484K +2,495 New
CA
725
Cetera Advisors
Colorado
$440K -$10.7K -55 -2%