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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
826
Financial Engines Advisors
California
$661K -$14.1K -67 -2%
KWM
827
Kingsview Wealth Management
Oregon
$661K -$265K -1,259 -26%
CA
828
Clearstead Advisors
Ohio
$659K +$137K +653 +22%
CI
829
Cigna Investments
Connecticut
$657K -$6.52K -31 -0.9%
EI
830
Ellevest Inc
New York
$653K -$10.3K -49 -1%
CCG
831
Cypress Capital Group
Florida
$651K -$71.3K -339 -9%
BHWM
832
Bar Harbor Wealth Management
New Hampshire
$650K -$95.9K -456 -11%
ECM
833
Evergreen Capital Management
Washington
$648K -$2.52K -12 -0.3%
GT
834
Glenview Trust
Kentucky
$647K -$210 -1 -0%
IIA
835
ICW Investment Advisors
Arizona
$638K +$2.52K +12 +0.3%
AIA
836
AssuredPartners Investment Advisors
Florida
$637K +$734K +3,489 New
PSA
837
Plum Street Advisors
Louisiana
$633K -$407K -1,938 -36%
RCAG
838
Rehmann Capital Advisory Group
Michigan
$633K -$7.99K -38 -1%
SIC
839
Sterling Investment Counsel
New York
$632K – – –
OFG
840
OmniStar Financial Group
North Carolina
$632K -$65.6K -312 -8%
LS
841
Livforsakringsbolaget Skandia
Sweden
$631K -$42K -200 -5%
RAG
842
RIA Advisory Group
Iowa
$630K -$78.8K -375 -10%
KWA
843
Kellett Wealth Advisors
Ohio
$627K +$841 +4 +0.1%
A
844
AlphaQuest
New York
$623K -$370K -1,760 -34%
CC
845
Chicago Capital
Illinois
$622K – – –
ACP
846
Aveo Capital Partners
Colorado
$620K -$46.7K -222 -6%
NWMG
847
National Wealth Management Group
Ohio
$619K -$183K -872 -20%
FAIM
848
Financial Advocates Investment Management
Washington
$618K -$5.89K -28 -0.8%
AIC
849
Argus Investors Counsel
New York
$617K -$33.4K -159 -4%
OWP
850
ORG Wealth Partners
Texas
$616K -$43.1K -205 -6%