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Name Holding Trade Value Shares
Change
Change in
Stake
S
501
SignatureFD
Georgia
$668K -$84.3K -607 -11%
IWM
502
IHT Wealth Management
Illinois
$663K -$48.9K -352 -7%
KWM
503
KFG Wealth Management
Indiana
$662K +$24.4K +176 +4%
GT
504
Glenview Trust
Kentucky
$661K -$116K -833 -15%
PIM
505
Plato Investment Management
Australia
$660K +$466K +3,355 +226%
LSA
506
Lion Street Advisors
Texas
$657K -$7.78K -56 -1%
PWP
507
Private Wealth Partners
California
$654K
FCI
508
Financial Counselors Inc
Kansas
$653K -$77.4K -557 -10%
VVP
509
Venture Visionary Partners
Ohio
$652K +$11.1K +80 +2%
Public Sector Pension Investment Board (PSP Investments)
510
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$652K +$285K +2,055 +76%
ECM
511
Everence Capital Management
Indiana
$643K
MWM
512
Modera Wealth Management
New Jersey
$642K -$11K -79 -2%
RGF
513
Retirement Guys Formula
Ohio
$642K +$89.4K +644 +16%
FPAS
514
Focus Partners Advisor Solutions
Missouri
$642K -$41.9K -302 -6%
AMBIA
515
Allen Mooney & Barnes Investment Advisors
Georgia
$630K -$15.4K -111 -2%
AO
516
Advisor OS
Illinois
$627K +$207K +1,493 +48%
RPCONE
517
Retirement Planning Company of New England
Rhode Island
$622K -$18.7K -135 -3%
BC
518
Burney Company
Virginia
$622K +$7.64K +55 +1%
AC
519
Armistice Capital
New York
$619K +$630K +4,538 New
KIG
520
Kennedy Investment Group
New Jersey
$616K -$13.1K -94 -2%
MMPW
521
Mitchell McLeod Pugh & Williams
Alabama
$615K
TPWA
522
TRUE Private Wealth Advisors
Oregon
$613K +$38.3K +276 +7%
IAMOG
523
Investors Asset Management of Georgia
Georgia
$611K -$6.94K -50 -1%
AAM
524
Ascension Asset Management
New York
$611K
SSW
525
Smith Shellnut Wilson
Mississippi
$611K