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Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
701
Tokio Marine Asset Management
Japan
$648K +$77.1K +346 +15%
BCM
702
Bluefin Capital Management
New York
$643K +$593K +2,660 New
PL
703
Plancorp LLC
Missouri
$641K +$1.56K +7 +0.3%
RGC
704
Roberts, Glore & Co
Illinois
$639K +$11.8K +53 +2%
BIM
705
Barton Investment Management
Pennsylvania
$638K -$78.2K -351 -12%
BSW
706
Buckingham Strategic Wealth
Missouri
$637K -$78.7K -353 -12%
PCS
707
Personal CFO Solutions
New Jersey
$637K +$26.3K +118 +5%
VFA
708
Voya Financial Advisors
Connecticut
$632K +$201K +900 +54%
AIM
709
Alhambra Investment Management
Florida
$631K +$582K +2,612 New
OFS
710
OneAscent Financial Services
Alabama
$630K +$581K +2,607 New
IWC
711
Integrated Wealth Concepts
Massachusetts
$629K -$565K -2,533 -49%
RBFC
712
Roman Butler Fullerton & Co
Missouri
$628K -$30.3K -136 -5%
WW
713
Waterfront Wealth
Kansas
$628K +$51.9K +233 +10%
4WM
714
44 Wealth Management
Oregon
$628K +$579K +2,599 New
PGA
715
Portland Global Advisors
Maine
$620K -$43.5K -195 -7%
MRCM
716
M&R Capital Management
New Jersey
$619K -$69.5K -312 -11%
PG
717
Pendal Group
Australia
$619K -$11.1K -50 -2%
BRWA
718
B. Riley Wealth Advisors
Florida
$614K +$213K +956 +60%
SC
719
Savant Capital
Illinois
$610K -$142K -639 -20%
MAM
720
Meeder Asset Management
Ohio
$607K +$116K +522 +26%
BTWM
721
Baker Tilly Wealth Management
Wisconsin
$607K +$208K +932 +59%
WA
722
Wambolt & Associates
Colorado
$606K -$111K -500 -17%
BMC
723
Beaton Management Company
Massachusetts
$605K
KF
724
Krilogy Financial
Missouri
$604K -$582K -2,609 -51%
CPA
725
Capital Planning Advisors
California
$604K