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Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
801
FSB Premier Wealth Management
Iowa
$623K -$140K -477 -19%
KWM
802
Kingsview Wealth Management
Oregon
$620K -$57.4K -195 -9%
PWMAG
803
Pinnacle Wealth Management Advisory Group
New Jersey
$616K +$136K +461 +31%
ERSOT
804
Employees Retirement System of Texas
Texas
$610K +$157K +533 +38%
FMC
805
First Merchants Corp
Indiana
$609K -$4.41K -15 -0.8%
AC
806
Avestar Capital
New York
$609K +$252K +858 +79%
PWA
807
Phoenix Wealth Advisors
North Carolina
$606K -$7.65K -26 -1%
FIA
808
Foundations Investment Advisors
Arizona
$605K -$95.9K -326 -14%
WI
809
WBI Investments
New Jersey
$602K -$559K -1,899 -50%
PCS
810
Personal CFO Solutions
New Jersey
$600K -$20.3K -69 -3%
CVM
811
Cheviot Value Management
California
$600K
HI
812
Humankind Investments
New York
$599K +$15K +51 +3%
SCTC
813
Sanibel Captiva Trust Company
Florida
$598K
WIS
814
Wright Investors Service
Connecticut
$598K +$563K +1,912 New
RCAG
815
Rehmann Capital Advisory Group
Michigan
$594K +$558K +1,897 New
SI
816
Stephens Inc
Arkansas
$592K -$13.8K -47 -2%
UFF
817
USA Financial Formulas
Michigan
$591K +$557K +1,892 New
WMA
818
Wealth Management Associates
New Jersey
$591K
AF
819
Abound Financial
California
$589K -$15.6K -53 -3%
PPW
820
Parcion Private Wealth
Washington
$585K +$21.5K +73 +4%
MGIA
821
Moneta Group Investment Advisors
Missouri
$585K -$1.77K -6 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
822
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$584K -$21.5M -73,191 -98%
CGL
823
Clarius Group LLC
Washington
$579K -$144K -489 -21%
GIM
824
Generali Investments Management
Slovenia
$574K +$295K +1,004 +121%
GS
825
GTS Securities
Florida
$571K +$132K +449 +33%