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Name Holding Trade Value Shares
Change
Change in
Stake
CG
701
Clifford Group
Massachusetts
$605K +$30.3K +129 +5%
OWP
702
Obermeyer Wealth Partners
Colorado
$604K +$5.17K +22 +0.8%
FCP
703
Fidelis Capital Partners
Florida
$602K +$229K +974 +70%
MCM
704
Manchester Capital Management
Vermont
$601K +$470 +2 +0.1%
ASN
705
Advisory Services Network
Georgia
$595K -$960K -4,080 -61%
ACA
706
Aptus Capital Advisors
Alabama
$595K +$336K +1,429 +117%
GM
707
GeoWealth Management
Illinois
$594K +$32K +136 +5%
CPCPP
708
Canada Post Corporation Pension Plan
Canada
$594K +$621K +2,642 New
AF
709
Allworth Financial
California
$593K +$172K +731 +44%
MFA
710
Mayflower Financial Advisors
Massachusetts
$588K +$4K +17 +0.7%
MG
711
Mather Group
Illinois
$588K +$13.6K +58 +2%
NWAG
712
Net Worth Advisory Group
Utah
$586K +$1.41K +6 +0.2%
PWM
713
Perigon Wealth Management
California
$585K +$76.4K +325 +15%
LFA
714
Legacy Financial Advisors
Kentucky
$584K +$6.58K +28 +1%
MSA
715
MUFG Securities Americas
New York
$582K +$609K +2,589 New
WPC
716
Wedmont Private Capital
Pennsylvania
$579K +$143K +610 +33%
AWA
717
Arete Wealth Advisors
Illinois
$576K +$36K +153 +6%
KRSITF
718
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$573K +$701K +2,981 +58%
HAM
719
Hickory Asset Management
Ohio
$572K +$599K +2,548 New
BG
720
Bahl & Gaynor
Ohio
$572K
BOS
721
Bank of Stockton
California
$566K
ACM
722
Advisors Capital Management
New Jersey
$565K +$12K +51 +2%
LA
723
Latitude Advisors
Florida
$559K +$585K +2,487 New
PA
724
Profund Advisors
Maryland
$554K -$99.7K -424 -15%
FT
725
Fiduciary Trust
Massachusetts
$553K +$223K +947 +62%