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Name Holding Trade Value Shares
Change
Change in
Stake
DOA
626
D'Orazio & Associates
Virginia
$421K +$47.3K +821 +15%
SC
627
Sapient Capital
Indiana
$421K -$127K -2,200 -25%
AC
628
Avestar Capital
New York
$419K +$60.9K +1,058 +20%
ARC
629
Advisor Resource Council
Texas
$416K +$368K +6,391 New
Bank Julius Baer & Co
630
Bank Julius Baer & Co
Switzerland
$416K +$310K +5,390 New
DMBA
631
Deseret Mutual Benefit Administrators
Utah
$413K -$10.2K -177 -3%
TAM
632
Trust Asset Management
Texas
$411K – – –
CGL
633
Clarius Group LLC
Washington
$410K -$11.6K -201 -3%
BMCM
634
Burns Matteson Capital Management
New York
$409K +$362K +6,280 New
GM
635
GeoWealth Management
Illinois
$404K +$47.9K +832 +15%
LIM
636
Leavell Investment Management
Alabama
$402K +$173 +3 +0%
ADMI
637
Albert D. Mason Inc
Massachusetts
$399K +$3.17K +55 +0.9%
AFG
638
Atomi Financial Group
New York
$395K +$129K +2,236 +58%
TIAA Trust, National Association
639
TIAA Trust, National Association
North Carolina
$394K -$14.9K -258 -4%
BFM
640
Boothbay Fund Management
New York
$394K +$348K +6,048 New
MCA
641
Martin Capital Advisors
Texas
$392K – – –
AAP
642
Ardsley Advisory Partners
Connecticut
$391K +$345K +6,000 New
GD
643
Grandfield & Dodd
New York
$390K -$134K -2,331 -28%
CFGS
644
Concourse Financial Group Securities
Alabama
$389K -$1.78K -31 -0.5%
VT
645
Vise Technologies
New York
$388K +$343K +5,962 New
Jones Financial Companies
646
Jones Financial Companies
Missouri
$385K +$191K +3,315 +123%
SC
647
Syon Capital
California
$382K +$5.07K +88 +2%
AC
648
Arjuna Capital
North Carolina
$381K -$2.19K -38 -0.6%
FRA
649
Frank Rimerman Advisors
California
$378K +$18.8K +326 +6%
VFA
650
Valeo Financial Advisors
Indiana
$376K -$18K -313 -5%