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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
601
Fulcrum Wealth Advisors
Washington
$3.51M -$1.26M -2,219 -25%
SFA
602
Sequoia Financial Advisors
Ohio
$3.49M +$50.4K +89 +1%
CT
603
Caldwell Trust
Florida
$3.48M -$43.6K -77 -1%
PA
604
Parallel Advisors
California
$3.48M -$39K -69 -1%
MCM
605
Mengis Capital Management
Oregon
$3.48M
WAP
606
Wealthcare Advisory Partners
Pennsylvania
$3.48M -$70.2K -124 -2%
FIA
607
Foundations Investment Advisors
Arizona
$3.45M -$1.05M -1,862 -22%
EFS
608
Essex Financial Services
Connecticut
$3.44M -$566 -1 -0%
SC
609
Sepio Capital
Utah
$3.43M +$141K +249 +4%
OQS
610
Occudo Quantitative Strategies
Florida
$3.43M +$2.33M +4,120 +414%
NMERB
611
New Mexico Educational Retirement Board
New Mexico
$3.42M
MGP
612
Metis Global Partners
California
$3.42M -$572K -1,011 -14%
XF
613
XML Financial
Maryland
$3.42M -$150K -265 -4%
CI Investments Inc
614
CI Investments Inc
Ontario, Canada
$3.42M -$34K -60 -0.9%
RGC
615
Regents Gate Capital
United Kingdom
$3.42M +$3.59M +6,352 New
AAIS
616
ABN AMRO Investment Solutions
$3.41M +$428K +756 +14%
CA
617
Clearstead Advisors
Ohio
$3.37M -$135K -238 -4%
MIA
618
MainStreet Investment Advisors
Illinois
$3.37M -$69K -122 -2%
FHC
619
First Horizon Corporation
Tennessee
$3.36M -$234K -414 -6%
DFA
620
Delta Financial Advisors
Louisiana
$3.35M -$27.2K -48 -0.8%
FPAS
621
Focus Partners Advisor Solutions
Missouri
$3.33M +$351K +620 +11%
GT
622
Greenleaf Trust
Michigan
$3.31M +$23.2K +41 +0.7%
PS
623
Principal Securities
Iowa
$3.3M +$31.1K +55 +0.9%
STAS
624
Strong Tower Advisory Services
Minnesota
$3.28M -$1.58M -2,789 -31%
BBHC
625
Brown Brothers Harriman & Co
New York
$3.28M +$386K +682 +13%