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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
851
Founders Financial Securities
Maryland
$654K -$613 -4 -0.1%
OPS
852
Orion Portfolio Solutions
Nebraska
$654K +$124K +809 +24%
CFFP
853
Center for Financial Planning
Michigan
$653K +$50.6K +330 +9%
SAM
854
Seelaus Asset Management
New Jersey
$651K
FFA
855
First Foundation Advisors
California
$651K +$275K +1,794 +76%
CAM
856
Covenant Asset Management
New Jersey
$646K +$9.2K +60 +1%
VRS
857
Virginia Retirement Systems
Virginia
$643K +$184K +1,200 +41%
SAA
858
Southeast Asset Advisors
Georgia
$643K
P
859
Pitcairn
Pennsylvania
$642K -$1.84K -12 -0.3%
BWA
860
BDO Wealth Advisors
Florida
$636K +$60.1K +392 +11%
CIBC World Market
861
CIBC World Market
Ontario, Canada
$635K -$577K -3,765 -48%
TP
862
Tranquility Partners
Tennessee
$633K +$3.07K +20 +0.5%
FFM
863
Forum Financial Management
Illinois
$627K +$6.75K +44 +1%
RCS
864
Retirement Capital Strategies
California
$627K
CDH
865
Charles D. Hyman
$627K
LIM
866
Leavell Investment Management
Alabama
$620K -$137K -895 -18%
FNBT
867
FineMark National Bank & Trust
Florida
$619K -$70.5K -460 -10%
MWM
868
Mission Wealth Management
California
$617K +$270K +1,760 +81%
RCAG
869
Rehmann Capital Advisory Group
Michigan
$616K +$59.2K +386 +11%
SAS
870
Sanford Advisory Services
Michigan
$613K +$599K +3,906 New
CGL
871
Clarius Group LLC
Washington
$612K +$69.3K +452 +13%
RTC
872
Riverview Trust Company
Washington
$609K
SDWMA
873
Schneider Downs Wealth Management Advisors
Pennsylvania
$604K -$35.4K -231 -6%
DJSG
874
D.J. St. Germain
Massachusetts
$601K +$585K +3,819 +40%
WPA
875
West Paces Advisors
Georgia
$601K +$53.2K +347 +10%