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Name Holding Trade Value Shares
Change
Change in
Stake
JFL
676
Jarislowsky, Fraser Ltd
Quebec, Canada
$307K +$8.57K +88 +3%
PWPS
677
Pinnacle Wealth Planning Services
Ohio
$306K -$14.4K -148 -4%
KWA
678
Kellett Wealth Advisors
Ohio
$306K +$780 +8 +0.2%
5L
679
55I LLC
Massachusetts
$306K +$35.5K +364 +13%
KWM
680
Kingsview Wealth Management
Oregon
$302K +$83.4K +856 +36%
IC
681
Intersect Capital
California
$301K +$8.57K +88 +3%
SS
682
Simplicity Solutions
Minnesota
$300K +$89.6K +920 +40%
PAM
683
Paradigm Asset Management
New York
$299K +$312K +3,200 New
PIP
684
Peachtree Investment Partners
Florida
$298K +$390 +4 +0.1%
TFA
685
Transamerica Financial Advisors
Florida
$296K +$308K +3,164 New
SEP
686
Southland Equity Partners
Missouri
$295K +$9.35K +96 +3%
IA
687
IFP Advisors
Florida
$295K – – –
FTDI
688
First Trust Direct Indexing
Massachusetts
$295K +$42.1K +432 +16%
BWP
689
Baldwin Wealth Partners
Massachusetts
$291K – – –
CWM
690
Chesapeake Wealth Management
Virginia
$291K – – –
PP
691
Patron Partners
Texas
$289K +$8.57K +88 +3%
DAM
692
Derbend Asset Management
Georgia
$288K – – –
WA
693
Wambolt & Associates
Colorado
$286K -$47.6K -488 -14%
NAS
694
Nicolet Advisory Services
Wisconsin
$285K – – –
CCM
695
Coldstream Capital Management
Washington
$280K +$26.9K +276 +10%
HI
696
Horizon Investments
North Carolina
$279K -$3.12K -32 -1%
CSIC
697
Clifford Swan Investment Counsel
California
$278K -$35.9K -368 -11%
CM
698
Castleark Management
Illinois
$276K – – –
CCMG
699
Clark Capital Management Group
Pennsylvania
$275K -$33.5K -344 -10%
Assenagon Asset Management
700
Assenagon Asset Management
Luxembourg
$268K -$59.5M -610,668 -100%