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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
901
Key Financial Inc
Pennsylvania
$432K -$12.4K -42 -3%
SIMG
902
Sonora Investment Management Group
Arizona
$431K – – –
UW
903
Unique Wealth
Florida
$429K -$119K -403 -23%
DIM
904
Delta Investment Management
California
$426K +$401K +1,364 New
BTI
905
Blue Trust Inc
Georgia
$425K +$50.3K +171 +14%
Bank Julius Baer & Co
906
Bank Julius Baer & Co
Switzerland
$425K -$5.3K -18 -1%
Fisher Asset Management
907
Fisher Asset Management
Washington
$425K +$128K +436 +47%
CPIG
908
Chicago Partners Investment Group
Illinois
$423K +$53.3K +181 +17%
TWA
909
TCI Wealth Advisors
Arizona
$420K +$4.71K +16 +1%
BWP
910
Barlow Wealth Partners
Kentucky
$419K – – –
MA
911
MJP Associates
Connecticut
$416K -$2.94K -10 -0.7%
CAG
912
Crestwood Advisors Group
Massachusetts
$416K -$13.5K -46 -3%
FDP
913
Financiere des Professionnels
Quebec, Canada
$415K -$33K -112 -8%
SFS
914
Security Financial Services
Indiana
$414K +$9.71K +33 +3%
BFS
915
Burr Financial Services
California
$411K – – –
CG
916
CFO4Life Group
Texas
$410K +$1.47K +5 +0.4%
MAM
917
McLean Asset Management
Virginia
$409K – – –
FRA
918
Frank Rimerman Advisors
California
$408K -$10K -34 -3%
GC
919
Grimes & Company
Massachusetts
$405K +$6.47K +22 +2%
SSA
920
Schonfeld Strategic Advisors
New York
$404K +$175K +596 +86%
OWA
921
One Wealth Advisors
California
$404K -$5K -17 -1%
PL
922
Plancorp LLC
Missouri
$402K +$379K +1,287 New
BFS
923
Bradley Foster & Sargent
Connecticut
$402K – – –
CA
924
Commerzbank Aktiengesellschaft
Germany
$401K +$26.5K +90 +8%
LFA
925
Legacy Financial Advisors
Kentucky
$399K -$13.5K -46 -3%