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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
Wealthspire Advisors (Maryland)
Maryland
$798K -$23K -160 -3%
MOS
377
MGO One Seven
Ohio
$797K +$808K +5,631 New
KFGK
378
Keystone Financial Group (Kentucky)
Kentucky
$777K +$775K +5,400 New
AAM
379
American Asset Management
Florida
$773K -$7.18K -50 -0.9%
LFAS
380
Level Four Advisory Services
Texas
$769K -$502K -3,495 -39%
Mirae Asset Global Investments
381
Mirae Asset Global Investments
South Korea
$766K -$174K -1,214 -18%
SPIA
382
Steward Partners Investment Advisory
New York
$766K +$102K +709 +15%
FWCM
383
Ferguson Wellman Capital Management
Oregon
$754K +$8.04K +56 +1%
MIS
384
Morningstar Investment Services
Illinois
$748K -$40.6K -283 -5%
PVWM
385
Point View Wealth Management
New Jersey
$744K
CHAM
386
Clear Harbor Asset Management
Connecticut
$737K +$771K +5,370 New
WS
387
Wedbush Securities
California
$733K +$8.76K +61 +1%
Cerity Partners
388
Cerity Partners
New York
$723K -$148K -1,033 -17%
LSA
389
L & S Advisors
California
$722K -$334K -2,329 -31%
EARNEST Partners
390
EARNEST Partners
Georgia
$722K
JIC
391
Johnson Investment Counsel
Ohio
$715K +$97.6K +680 +16%
FG
392
Fiduciary Group
Georgia
$712K -$61.6K -429 -8%
DWM
393
Dorchester Wealth Management
Quebec, Canada
$710K
AC
394
Addison Capital
Pennsylvania
$700K
FANJ
395
Financial Architects (New Jersey)
New Jersey
$693K -$14.4K -100 -2%
RFA
396
Reilly Financial Advisors
California
$690K -$609K -4,241 -47%
WF
397
Welch & Forbes
Massachusetts
$684K
PFM
398
Parsec Financial Management
North Carolina
$678K +$7.18K +50 +1%
BAM
399
Burgundy Asset Management
Ontario, Canada
$671K
CIC
400
Carnegie Investment Counsel
Ohio
$668K +$332K +2,311 +100%