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Name Holding Trade Value Shares
Change
Change in
Stake
NA
526
NewEdge Advisors
Louisiana
$531K -$2.2M -30,990 -79%
BIA
527
Benchmark Investment Advisors
Illinois
$526K -$23.4K -330 -4%
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$525K +$56K +789 +11%
PA
529
Profund Advisors
Maryland
$524K -$104K -1,469 -15%
LIM
530
Leavell Investment Management
Alabama
$520K -$213K -3,000 -27%
PCS
531
Personal CFO Solutions
New Jersey
$519K +$8.73K +123 +2%
BTWM
532
Baker Tilly Wealth Management
Wisconsin
$519K -$15.5K -219 -3%
GIA
533
Gateway Investment Advisers
Ohio
$508K -$22.3K -314 -4%
IAN
534
Integrated Advisors Network
Texas
$507K -$392K -5,526 -41%
SAMT
535
Select Asset Management & Trust
Pennsylvania
$506K
GT
536
Greenleaf Trust
Michigan
$504K +$64.2K +904 +13%
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$503K +$73.2K +1,031 +15%
SC
538
Savant Capital
Illinois
$503K -$26.5K -373 -4%
SP
539
Symmetry Partners
Connecticut
$501K +$56.9K +801 +11%
SIA
540
Schechter Investment Advisors
Michigan
$497K -$269K -3,795 -33%
UB
541
UMB Bank
Missouri
$492K -$50.9K -717 -8%
FFM
542
Forum Financial Management
Illinois
$486K +$142 +2 +0%
AF
543
Allworth Financial
California
$480K +$12.7K +179 +2%
OWP
544
Obermeyer Wealth Partners
Colorado
$479K
SFA
545
Sequoia Financial Advisors
Ohio
$478K -$55.7K -784 -9%
SF
546
Synovus Financial
Georgia
$477K -$883K -12,434 -62%
NERM
547
New England Research & Management
Illinois
$476K +$534K +7,525 New
SPA
548
Sherbrooke Park Advisers
New York
$474K +$220K +3,100 +70%
IP
549
Intellectus Partners
California
$468K
SOAMC
550
Spirit of America Management Corp
New York
$461K -$177K -2,500 -26%