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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
976
Florida Financial Advisors
Florida
$356K -$30.4K -118 -9%
A
977
Allianz
Germany
$356K +$312K +1,209 New
SAM
978
Shell Asset Management
Netherlands
$356K +$332K +1,287 New
FPAS
979
Focus Partners Advisor Solutions
Missouri
$354K +$310K +1,202 New
CIC
980
Cutler Investment Counsel
Oregon
$354K -$91.7K -356 -23%
AG
981
Ascent Group
Virginia
$353K +$309K +1,198 New
AFG
982
Atomi Financial Group
New York
$353K +$8.51K +33 +3%
DWT
983
Dorsey & Whitney Trust
South Dakota
$352K -$34.3K -133 -10%
SWM
984
Sterling Wealth Management
Illinois
$351K
CW
985
Connectus Wealth
Ohio
$349K +$10.8K +42 +4%
FAFN
986
First Affirmative Financial Network
Colorado
$349K +$2.06K +8 +0.7%
CFG
987
Carr Financial Group
Massachusetts
$347K
GLA
988
Good Life Advisors
Pennsylvania
$347K +$258 +1 +0.1%
PGAM
989
Princeton Global Asset Management
New Jersey
$345K
DMBA
990
Deseret Mutual Benefit Administrators
Utah
$343K -$9.79K -38 -3%
WPC
991
Wedmont Private Capital
Pennsylvania
$342K +$31.7K +123 +12%
BW
992
Bison Wealth
Georgia
$342K -$16.2K -63 -5%
FFM
993
Forum Financial Management
Illinois
$340K +$773 +3 +0.3%
DWA
994
Douglass Winthrop Advisors
New York
$339K
VCM
995
Vivaldi Capital Management
Illinois
$338K -$7.47K -29 -3%
TWM
996
Tradition Wealth Management
Minnesota
$338K -$515 -2 -0.2%
GHA
997
GW Henssler & Associates
Georgia
$336K +$258 +1 +0.1%
WPW
998
Waldron Private Wealth
Pennsylvania
$336K +$2.83K +11 +1%
PTC
999
Philadelphia Trust Company
Pennsylvania
$333K
PL
1000
Perpetual Ltd
Australia
$333K