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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
276
Independent Advisor Alliance
North Carolina
$2.81M +$200K +1,336 +8%
RMCM
277
Reynders McVeigh Capital Management
Massachusetts
$2.8M -$179K -1,195 -6%
PRS
278
Pinkerton Retirement Specialists
Idaho
$2.8M +$56.6K +379 +2%
MMA
279
Miracle Mile Advisors
California
$2.79M +$151K +1,011 +6%
JFA
280
Johanson Financial Advisors
California
$2.77M +$63.2M +422,711 +15,439%
MSA
281
Mason Street Advisors
Wisconsin
$2.75M -$1.05K -7 -0%
GIA
282
GHP Investment Advisors
Colorado
$2.71M -$16.9K -113 -0.6%
BA
283
Bennicas & Associates
California
$2.71M -$149K -1,000 -5%
SPC
284
Sigma Planning Corp
Michigan
$2.7M -$30K -201 -1%
DP
285
Dearborn Partners
Illinois
$2.69M +$403K +2,695 +18%
BMC
286
Beaton Management Company
Massachusetts
$2.67M -$1.01M -6,767 -28%
PGIM
287
Pacific Global Investment Management
California
$2.67M -$2.69K -18 -0.1%
BFA
288
Brendel Financial Advisors
New Hampshire
$2.65M +$2.58M +17,275 New
FL
289
Fort LP
Maryland
$2.64M +$124K +827 +5%
OC
290
Oppenheimer & Co
New York
$2.64M +$55.4K +371 +2%
WBC
291
Westpac Banking Corp
Australia
$2.63M -$14.9K -100 -0.6%
CSIC
292
Clifford Swan Investment Counsel
California
$2.63M -$3.74K -25 -0.1%
NA
293
NewEdge Advisors
Louisiana
$2.62M +$455K +3,047 +22%
MOACM
294
Mutual of America Capital Management
New York
$2.6M +$6.28K +42 +0.2%
NIC
295
Northwest Investment Counselors
Oregon
$2.6M +$16.4K +110 +0.7%
AMCA
296
Arthur M. Cohen & Associates
Illinois
$2.6M -$137K -919 -5%
FC
297
FORA Capital
Florida
$2.55M +$2.48M +16,610 New
BOCM
298
Bontempo Ohly Capital Management
Maryland
$2.53M +$50.8K +340 +2%
SS
299
Sunbelt Securities
Texas
$2.51M -$16.7K -112 -0.7%
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$2.51M +$129K +861 +6%