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Name Holding Trade Value Shares
Change
Change in
Stake
Marino Stram & Associates
2051
Marino Stram & Associates
Massachusetts
$543K -$509K -9,080 -48%
Polaris Wealth Advisory Group
2052
Polaris Wealth Advisory Group
California
$542K +$19.6K +350 +4%
Platform Technology Partners
2053
Platform Technology Partners
New York
$541K -$42.8K -762 -7%
Financial Management Network
2054
Financial Management Network
California
$541K +$10K +178 +2%
All Terrain Financial Advisors
2055
All Terrain Financial Advisors
Minnesota
$539K – – –
Aaron Wealth Advisors
2056
Aaron Wealth Advisors
Illinois
$539K +$58.6K +1,045 +12%
Arbor Investment Advisors
2057
Arbor Investment Advisors
North Carolina
$538K +$337 +6 +0.1%
Bridgewater Associates
2058
Bridgewater Associates
Connecticut
$537K -$8.8M -156,788 -94%
Cortland Associates
2059
Cortland Associates
Missouri
$537K -$92K -1,640 -14%
Beck Bode LLC
2060
Beck Bode LLC
Massachusetts
$537K +$56 +1 +0%
Ninety One (UK)
2061
Ninety One (UK)
United Kingdom
$536K – – –
PIMG
2062
Patriot Investment Management Group
Tennessee
$534K +$40.8K +727 +8%
GSEP
2063
Golden State Equity Partners
California
$533K -$128K -2,287 -19%
Ellis Investment Partners
2064
Ellis Investment Partners
Pennsylvania
$533K -$2.41K -43 -0.4%
SXL
2065
Summit X LLC
Missouri
$532K +$56 +1 +0%
Financial Management Professionals
2066
Financial Management Professionals
Texas
$532K +$29.9K +533 +6%
Liberty Wealth Management
2067
Liberty Wealth Management
California
$530K -$481K -8,581 -47%
Merit Financial Group
2068
Merit Financial Group
Georgia
$527K +$1.52K +27 +0.3%
Financial Partners Group (Kansas)
2069
Financial Partners Group (Kansas)
Kansas
$524K +$1.63K +29 +0.3%
JWM
2070
Janiczek Wealth Management
Colorado
$524K +$74.3K +1,325 +16%
TCM
2071
Tandem Capital Management
New Jersey
$523K -$46K -820 -8%
SAM
2072
Security Asset Management
New York
$523K +$224 +4 +0%
Dimension Capital Management
2073
Dimension Capital Management
Florida
$523K +$4.26K +76 +0.8%
BBI
2074
Baxter Bros Inc
Connecticut
$521K +$561 +10 +0.1%
SWA
2075
Sutton Wealth Advisors
Florida
$521K -$4.88K -87 -0.9%