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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
726
EP Wealth Advisors
California
$671K +$5.99K +24 +0.9%
DBG
727
De Burlo Group
Massachusetts
$664K – – –
MA
728
Mutual Advisors
Nebraska
$663K -$8.24K -33 -1%
PCS
729
Personal CFO Solutions
New Jersey
$663K +$40K +160 +6%
HW
730
Hancock Whitney
Mississippi
$661K -$352K -1,409 -34%
TIAM2
731
Tru Independence Asset Management 2
Oregon
$661K +$114K +456 +20%
WW
732
Waterfront Wealth
Kansas
$659K +$45.5K +182 +7%
KPWS
733
Kestra Private Wealth Services
Texas
$658K -$5.5K -22 -0.8%
IFG
734
Independent Financial Group
California
$656K -$200K -802 -22%
MAM
735
Meeder Asset Management
Ohio
$645K +$52.5K +210 +8%
TCM
736
Tradewinds Capital Management
Washington
$642K +$500 +2 +0.1%
MYIA
737
Mount Yale Investment Advisors
Colorado
$631K -$989K -3,960 -60%
BSW
738
Buckingham Strategic Wealth
Missouri
$631K +$7.49K +30 +1%
SC
739
Savant Capital
Illinois
$628K +$31.2K +125 +5%
FIM
740
Freedom Investment Management
Connecticut
$626K -$51.2K -205 -7%
PL
741
Plancorp LLC
Missouri
$626K -$3K -12 -0.5%
BIM
742
Barton Investment Management
Pennsylvania
$625K – – –
IWC
743
Integrated Wealth Concepts
Massachusetts
$623K +$6.99K +28 +1%
FCM
744
Fortis Capital Management
Washington
$619K +$200K +799 +44%
CI
745
Cigna Investments
Connecticut
$613K -$25.7K -103 -4%
AIM
746
Alhambra Investment Management
Florida
$613K -$6.24K -25 -1%
WCA
747
Windsor Creek Advisors
Vermont
$611K +$644K +2,577 New
HIIFS
748
Harel Insurance Investments & Financial Services
Israel
$604K -$104K -418 -35%
CL
749
CSS LLC
Illinois
$600K +$632K +2,531 New
RGC
750
Roberts, Glore & Co
Illinois
$599K -$28.7K -115 -4%