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Name Holding Trade Value Shares
Change
Change in
Stake
UAG
901
United Advisor Group
Ohio
$652K +$222K +1,030 +54%
HWA
902
Heritage Wealth Advisors
Virginia
$652K – – –
CIA
903
Capital Investment Advisors
Georgia
$649K +$95.6K +444 +18%
C
904
Certuity
Florida
$646K +$14.9K +69 +2%
SW
905
SVB Wealth
Massachusetts
$646K +$623K +2,896 New
Fisher Asset Management
906
Fisher Asset Management
Washington
$644K +$88.9K +413 +17%
GXJ
907
Global X Japan
Japan
$641K -$41.1K -191 -6%
ERSOT
908
Employees Retirement System of Texas
Texas
$640K +$618K +2,871 New
SW
909
Simplicity Wealth
New Jersey
$636K +$614K +2,854 New
FWP
910
Falcon Wealth Planning
California
$636K -$38.5K -179 -6%
PFA
911
Petra Financial Advisors
Colorado
$635K +$613K +2,850 New
KWM
912
Kingsview Wealth Management
Oregon
$633K +$25.6K +119 +4%
AIM
913
Alhambra Investment Management
Florida
$628K – – –
BAAM
914
Baker Avenue Asset Management
California
$627K +$16.4K +76 +3%
FFM
915
Forum Financial Management
Illinois
$626K -$42.4K -197 -7%
GI
916
GAMCO Investors
Connecticut
$625K +$604K +2,804 New
IWM
917
Iams Wealth Management
Nebraska
$624K -$46.9K -218 -7%
TIM
918
Thompson Investment Management
Wisconsin
$624K – – –
NPFS
919
Novak & Powell Financial Services
Florida
$623K +$1.08K +5 +0.2%
PGA
920
Portland Global Advisors
Maine
$623K +$7.75K +36 +1%
BWM
921
Bullock Wealth Management
Indiana
$623K +$4.95K +23 +0.8%
AM
922
AGF Management
Ontario, Canada
$622K +$601K +2,790 New
JCM
923
Jacobi Capital Management
Pennsylvania
$618K -$51K -237 -8%
SFA
924
Souders Financial Advisors
Ohio
$617K +$46.5K +216 +8%
BBA
925
Baader Bank Aktiengesellschaft
Germany
$606K +$67.2K +312 +13%