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Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
326
Retirement Planning Company of New England
Rhode Island
$489K +$20.8K +257 +4%
RC
327
Rexford Capital
Texas
$484K +$8.32K +103 +2%
VFA
328
Valeo Financial Advisors
Indiana
$481K +$155K +1,924 +47%
FGI
329
Foresight Global Investors
New York
$478K
OC
330
Oppenheimer & Co
New York
$478K +$7.83K +97 +2%
Kovitz Investment Group Partners
331
Kovitz Investment Group Partners
Illinois
$475K +$14.3K +177 +3%
PA
332
Profund Advisors
Maryland
$474K -$13.7K -170 -3%
WANY
333
Wealthspire Advisors (New York)
New York
$473K -$131K -1,618 -22%
BTW
334
Boston Trust Walden
Massachusetts
$470K -$90.8K -1,125 -16%
BP
335
Ballentine Partners
Massachusetts
$465K +$131K +1,625 +39%
TCM
336
TT Capital Management
California
$461K -$8.07K -100 -2%
LNWTC
337
Laird Norton Wetherby Trust Company
Washington
$451K +$150K +1,864 +50%
FVWA
338
Foster Victor Wealth Advisors
South Carolina
$450K +$104K +1,286 +30%
NWWA
339
New Wave Wealth Advisors
Arkansas
$449K +$140K +1,730 +45%
AWM
340
Absher Wealth Management
North Carolina
$446K -$12.4K -153 -3%
PCS
341
Personal CFO Solutions
New Jersey
$445K +$6.38K +79 +1%
GRP
342
Global Retirement Partners
California
$444K +$446K +5,518 New
DWM
343
DecisionMap Wealth Management
Virginia
$443K +$565 +7 +0.1%
Envestnet Portfolio Solutions
344
Envestnet Portfolio Solutions
Illinois
$443K +$12.3K +152 +3%
SFA
345
Sequoia Financial Advisors
Ohio
$443K +$68.6K +850 +18%
LF
346
Lantz Financial
Illinois
$442K -$358K -4,440 -45%
AA
347
Ancora Advisors
Ohio
$441K -$42.9K -531 -9%
PFGIA
348
Patriot Financial Group Insurance Agency
Massachusetts
$435K -$411K -5,093 -48%
AI
349
Atom Investors
Texas
$433K +$435K +5,387 New
RCAG
350
Rehmann Capital Advisory Group
Michigan
$423K +$37.5K +465 +10%