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Name Holding Trade Value Shares
Change
Change in
Stake
GC
526
Guggenheim Capital
Illinois
$357K -$134K -533 -27%
OFG
527
Oxford Financial Group
Indiana
$356K
GKIM
528
GW&K Investment Management
Massachusetts
$353K -$15.6M -62,035 -98%
SFI
529
Siemens Fonds Invest
Germany
$352K +$26.1K +104 +8%
FFM
530
Forum Financial Management
Illinois
$351K +$251 +1 +0.1%
SC
531
Syon Capital
California
$350K -$68.9K -274 -16%
TIAA Trust, National Association
532
TIAA Trust, National Association
North Carolina
$346K -$12.6K -50 -3%
WA
533
Waverly Advisors
Alabama
$346K +$33.2K +132 +10%
SF
534
Summit Financial
New Jersey
$345K +$18.3K +73 +5%
WMN
535
Wealth Management Nebraska
Nebraska
$341K
AWM
536
Axxcess Wealth Management
California
$340K +$12.8K +51 +4%
SB
537
Strategic Blueprint
Georgia
$338K -$251 -1 -0.1%
FTWA
538
Fifth Third Wealth Advisors
Ohio
$337K +$7.54K +30 +2%
SFS
539
Sowell Financial Services
Arkansas
$336K +$346K +1,378 New
SPIA
540
Steward Partners Investment Advisory
New York
$333K -$54.3K -216 -14%
PCS
541
Personal CFO Solutions
New Jersey
$333K +$21.6K +86 +7%
RC
542
Rovin Capital
Arizona
$329K +$41.5K +165 +14%
BP
543
BBR Partners
New York
$325K
SFA
544
Sequoia Financial Advisors
Ohio
$325K -$19.6K -78 -6%
CIA
545
Concurrent Investment Advisors
Florida
$323K +$133K +529 +66%
PP
546
Prudential plc
United Kingdom
$323K -$313K -1,244 -48%
FVWA
547
Foster Victor Wealth Advisors
South Carolina
$321K
DDPIC
548
Deroy & Devereaux Private Investment Counsel
Michigan
$320K -$754 -3 -0.2%
TWM
549
Thrive Wealth Management
Pennsylvania
$318K +$30.4K +121 +10%
AAM
550
Aureus Asset Management
Massachusetts
$317K