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Name Holding Trade Value Shares
Change
Change in
Stake
APP
651
Avantax Planning Partners
Iowa
$575K -$53K -452 -9%
BL
652
Balentine LLC
Georgia
$574K +$29.1K +248 +6%
BFC
653
Bedel Financial Consulting
Indiana
$574K – – –
MYIA
654
Mount Yale Investment Advisors
Colorado
$574K +$245K +2,088 +83%
IWC
655
Integrated Wealth Concepts
Massachusetts
$570K +$8.45K +72 +2%
TF
656
TIAA FSB
Florida
$567K +$7.04K +60 +1%
MFG
657
Merit Financial Group
Georgia
$565K +$45.5K +388 +9%
OCBCO
658
Oversea-Chinese Banking Corp (OCBC)
Singapore
$562K +$531K +4,524 New
FMAEN1
659
Fund Management at Engine No 1
California
$560K +$36.6K +312 +7%
HSA
660
HBK Sorce Advisory
Pennsylvania
$557K -$122K -1,040 -19%
CD
661
Chapin Davis
Maryland
$553K -$77K -656 -13%
SEC
662
Seven Eight Capital
New York
$553K +$522K +4,448 New
CMANY
663
Capital Management Associates (New York)
New York
$547K -$516K -4,400 -50%
CWM
664
Connecticut Wealth Management
Connecticut
$543K +$67.6K +576 +15%
UH
665
Unigestion Holding
Switzerland
$541K -$80.7K -688 -13%
AM
666
AGF Management
Ontario, Canada
$538K -$16K -136 -3%
NERM
667
New England Research & Management
Illinois
$534K +$505K +4,300 New
CI
668
Cigna Investments
Connecticut
$532K -$3.75K -32 -0.7%
ACP
669
Aveo Capital Partners
Colorado
$530K +$16.9K +144 +3%
EI
670
Ellevest Inc
New York
$523K -$228K -1,944 -32%
HWM
671
HB Wealth Management
Georgia
$523K -$84K -716 -15%
H
672
HoyleCohen
California
$522K – – –
M
673
MOTCO
Texas
$522K +$5.63K +48 +1%
SCI
674
S&CO Inc
Massachusetts
$521K -$70.4K -600 -13%
OAM
675
Ostrum Asset Management
France
$521K +$469 +4 +0.1%