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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Mission Wealth Management
California
$929K +$220K +1,537 +30%
TI
452
Tidal Investments
Wisconsin
$921K -$74.4K -521 -7%
AP
453
Advisor Partners
California
$918K +$226K +1,583 +32%
PAG
454
Powers Advisory Group
Illinois
$916K -$31.1K -218 -3%
CFGS
455
Concourse Financial Group Securities
Alabama
$912K +$20.3K +142 +2%
TF
456
TIAA FSB
Florida
$908K +$920K +6,440 New
GT
457
Glenview Trust
Kentucky
$907K – – –
SSB
458
Sandy Spring Bank
Maryland
$907K +$122K +855 +15%
KWM
459
Kingsview Wealth Management
Oregon
$906K +$90.7K +635 +11%
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$903K -$5.43K -38 -0.6%
PIM
461
Penobscot Investment Management
Massachusetts
$902K – – –
RC
462
RegentAtlantic Capital
New Jersey
$902K +$103K +719 +13%
Vanguard Personalized Indexing Management
463
Vanguard Personalized Indexing Management
California
$902K +$343K +2,402 +60%
VCA
464
Verdence Capital Advisors
Maryland
$895K +$307K +2,147 +51%
PGFC
465
Peapack-Gladstone Financial Corp
New Jersey
$886K +$205K +1,435 +30%
FNBOO
466
First National Bank of Omaha
Nebraska
$884K – – –
CHC
467
City Holding Co
West Virginia
$883K -$103K -721 -10%
JIC
468
Johnson Investment Counsel
Ohio
$883K +$28.6K +200 +3%
V
469
Veritable
Delaware
$881K -$405K -2,836 -31%
NW
470
NewEdge Wealth
Pennsylvania
$877K +$889K +6,222 New
FTDI
471
First Trust Direct Indexing
Massachusetts
$875K +$160K +1,118 +22%
CIBC World Market
472
CIBC World Market
Ontario, Canada
$868K -$451K -3,158 -34%
BFS
473
Bradley Foster & Sargent
Connecticut
$853K -$8.71K -61 -1%
BAM
474
Blueshift Asset Management
New Jersey
$851K -$7.41M -51,841 -90%
SFFS
475
Stonehage Fleming Financial Services
Jersey
$851K +$633K +4,431 +276%