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Name Holding Trade Value Shares
Change
Change in
Stake
B
826
Bailard
California
$206K +$214K +2,762 New
CAN
827
Claraphi Advisory Network
United States
$204K -$18.7K -242 -8%
OIWM
828
OptiFour Integrated Wealth Management
Virginia
$203K
CL
829
Choreo LLC
Illinois
$202K -$91.7K -1,186 -31%
BW
830
Bison Wealth
Georgia
$202K +$14.4K +186 +7%
Cohen & Steers
831
Cohen & Steers
New York
$201K +$68.8K +890 +49%
EGM
832
Engineers Gate Manager
New York
$200K +$207K +2,679 New
BGC
833
Beutel, Goodman & Co
Ontario, Canada
$195K -$4.98M -64,402 -95%
VCM
834
Vigilant Capital Management
Maine
$189K
WF
835
WealthTrust Fairport
Ohio
$184K +$2.48K +32 +1%
HCA
836
Horan Capital Advisors
Ohio
$182K -$2.16M -27,944 -92%
CPA
837
Clear Perspective Advisors
Illinois
$177K
BBHC
838
Brown Brothers Harriman & Co
New York
$177K +$179K +2,310 +3,667%
CAPTRUST Financial Advisors
839
CAPTRUST Financial Advisors
North Carolina
$172K +$9.67K +125 +6%
PHK
840
Point72 Hong Kong
Hong Kong
$172K +$178K +2,306 New
AssetMark Inc
841
AssetMark Inc
California
$161K +$9.9K +128 +6%
ARMT
842
Amica Retiree Medical Trust
Rhode Island
$153K
LWCFA
843
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$150K -$34.8K -450 -18%
ADL
844
Asset Dedication LLC
California
$149K
SMG
845
Spectrum Management Group
Indiana
$149K +$155K +2,000 New
CF
846
Centaurus Financial
California
$147K +$152K +1,967 New
YWP
847
YorkBridge Wealth Partners
New York
$139K
SFM
848
Signet Financial Management
New Jersey
$138K +$131K +1,700 +1,197%
VFA
849
Valeo Financial Advisors
Indiana
$135K +$16K +207 +14%
SLF
850
Sun Life Financial
Ontario, Canada
$135K +$128K +1,661 +1,153%