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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
701
Albion Financial Group
Utah
$988K +$899 +5 +0.1%
JWBC
702
John W. Bristol & Co
New York
$977K -$17.6K -98 -2%
PIM
703
Penobscot Investment Management
Massachusetts
$970K +$43.7K +243 +5%
AP
704
Americana Partners
Texas
$968K +$13.8K +77 +2%
TDWM
705
Topel & Distasi Wealth Management
California
$968K
IAA
706
Independent Advisor Alliance
North Carolina
$966K -$383K -2,128 -30%
QI
707
Qtron Investments
Massachusetts
$958K -$147K -818 -14%
TSWM
708
Triangle Securities Wealth Management
North Carolina
$950K -$3.42K -19 -0.4%
SWP
709
Stratos Wealth Partners
Ohio
$933K -$25K -139 -3%
BIA
710
Bigelow Investment Advisors
Maine
$932K -$42.3K -235 -5%
OAM
711
Ostrum Asset Management
France
$930K -$216K -1,203 -20%
AAP
712
Arax Advisory Partners
Colorado
$920K -$87.6K -487 -10%
WBC
713
Westpac Banking Corp
Australia
$918K -$5.98M -33,280 -88%
EBWM
714
Eagle Bluffs Wealth Management
Missouri
$916K +$10.3K +57 +1%
JWCA
715
J.W. Cole Advisors
Florida
$904K -$1.8K -10 -0.2%
AAM
716
Advisors Asset Management
Colorado
$902K +$328K +1,825 +67%
HI
717
Horizon Investments
North Carolina
$894K +$461K +2,562 +132%
AG
718
Ascent Group
Virginia
$889K +$125K +697 +19%
SCI
719
Stableford Capital II
Arizona
$879K -$60.6K -337 -7%
BRWA
720
B. Riley Wealth Advisors
Florida
$878K -$33.3K -185 -4%
OIAM
721
OFI Invest Asset Management
France
$870K +$844K +4,691 +3,046%
VSQM
722
V-Square Quantitative Management
Illinois
$868K +$203K +1,127 +35%
Bessemer Group
723
Bessemer Group
New Jersey
$866K -$3.6K -20 -0.5%
PFPT
724
Pinnacle Financial Partners (Tennessee)
Tennessee
$865K +$1.44K +8 +0.2%
AGM
725
Alpine Global Management
New York
$859K +$779K +4,330 New