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Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
651
Signature Estate & Investment Advisors
California
$290K +$33.9K +261 +14%
RGC
652
Roberts, Glore & Co
Illinois
$290K +$60.2K +463 +29%
MAM
653
Milestone Asset Management
Pennsylvania
$289K +$9.23K +71 +4%
LP
654
LGL Partners
Pennsylvania
$285K -$7.41K -57 -3%
Russell Investments Group
655
Russell Investments Group
United Kingdom
$284K +$80.6K +620 +44%
LFA
656
Laraway Financial Advisors
Minnesota
$283K
NME
657
Notis-McConarty Edward
$281K -$130K -1,000 -33%
SCM
658
Shelton Capital Management
Colorado
$279K
SIA
659
Sage Investment Advisers
New York
$278K -$17.7K -136 -6%
AIM
660
Allen Investment Management
New York
$278K +$258K +1,983 New
CWM
661
Concentric Wealth Management
California
$274K
AFM
662
Abbot Financial Management
Massachusetts
$270K
KWA
663
Kingswood Wealth Advisors
California
$268K +$249K +1,914 New
1WA
664
180 Wealth Advisors
Washington
$266K -$15.6K -120 -6%
MFG
665
Merit Financial Group
Georgia
$264K -$61.5K -473 -20%
IIM
666
Ipswich Investment Management
Massachusetts
$264K -$471K -3,622 -66%
AQR Capital Management
667
AQR Capital Management
Connecticut
$263K +$243K +1,873 New
KGC
668
Kennon-Green & Company
Ohio
$263K +$12.1K +93 +5%
WFI
669
West Family Investments
California
$263K +$243K +1,871 New
BWP
670
BSW Wealth Partners
Colorado
$262K -$31.2K -240 -11%
CPIG
671
Chicago Partners Investment Group
Illinois
$261K +$16.2K +125 +7%
AWP
672
Atlas Wealth Partners
Pennsylvania
$261K
Thrivent Financial for Lutherans
673
Thrivent Financial for Lutherans
Minnesota
$261K +$242K +1,859 New
SIA
674
Schechter Investment Advisors
Michigan
$260K +$31.7K +244 +15%
RFN
675
RDA Financial Network
Iowa
$257K +$238K +1,834 New