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Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
901
Sonora Investment Management Group
Arizona
$431K
UW
902
Unique Wealth
Florida
$429K -$119K -403 -23%
DIM
903
Delta Investment Management
California
$426K +$401K +1,364 New
BTI
904
Blue Trust Inc
Georgia
$425K +$50.3K +171 +14%
Bank Julius Baer & Co
905
Bank Julius Baer & Co
Switzerland
$425K -$5.3K -18 -1%
Fisher Asset Management
906
Fisher Asset Management
Washington
$425K +$128K +436 +47%
CPIG
907
Chicago Partners Investment Group
Illinois
$423K +$53.3K +181 +17%
TWA
908
TCI Wealth Advisors
Arizona
$420K +$4.71K +16 +1%
BWP
909
Barlow Wealth Partners
Kentucky
$419K
MA
910
MJP Associates
Connecticut
$416K -$2.94K -10 -0.7%
CAG
911
Crestwood Advisors Group
Massachusetts
$416K -$13.5K -46 -3%
FDP
912
Financiere des Professionnels
Quebec, Canada
$415K -$33K -112 -8%
SFS
913
Security Financial Services
Indiana
$414K +$9.71K +33 +3%
BFS
914
Burr Financial Services
California
$411K
CG
915
CFO4Life Group
Texas
$410K +$1.47K +5 +0.4%
MAM
916
McLean Asset Management
Virginia
$409K
FRA
917
Frank Rimerman Advisors
California
$408K -$10K -34 -3%
GC
918
Grimes & Company
Massachusetts
$405K +$6.47K +22 +2%
SSA
919
Schonfeld Strategic Advisors
New York
$404K +$175K +596 +86%
OWA
920
One Wealth Advisors
California
$404K -$5K -17 -1%
PL
921
Plancorp LLC
Missouri
$402K +$379K +1,287 New
BFS
922
Bradley Foster & Sargent
Connecticut
$402K
CA
923
Commerzbank Aktiengesellschaft
Germany
$401K +$26.5K +90 +8%
LFA
924
Legacy Financial Advisors
Kentucky
$399K -$13.5K -46 -3%
AA
925
Apriem Advisors
California
$396K -$180K -613 -33%