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Name Holding Trade Value Shares
Change
Change in
Stake
APP
851
Avantax Planning Partners
Iowa
$740K +$88.4K +531 +14%
PAMG
852
Patton Albertson Miller Group
Tennessee
$736K -$16.6K -100 -2%
9WM
853
9258 Wealth Management
Ohio
$734K +$5.66K +34 +0.8%
BIA
854
Bigelow Investment Advisors
Maine
$733K -$37K -222 -5%
CDH
855
Charles D. Hyman
$731K +$45.6K +274 +7%
Luther King Capital Management (LKCM)
856
Luther King Capital Management (LKCM)
Texas
$731K
BSW
857
Buckingham Strategic Wealth
Missouri
$730K
AC
858
Avestar Capital
New York
$730K -$61.6K -370 -8%
OF
859
Outfitter Financial
Maine
$728K -$166K -1,000 -19%
PA
860
Profund Advisors
Maryland
$728K -$29.1K -175 -4%
FTC
861
Farmers Trust Company
Ohio
$727K -$9.99K -60 -1%
AC
862
AlphaCore Capital
California
$727K +$8.32K +50 +1%
FNBT
863
FineMark National Bank & Trust
Florida
$725K +$47.9K +288 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
864
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$723K -$882K -5,300 -56%
OFS
865
Oldfather Financial Services
Nebraska
$723K
EFSCE
866
Enterprise Financial Services Corp (EFSC)
Missouri
$721K -$11.5K -69 -2%
EA
867
Eudaimonia Advisors
Tennessee
$720K -$11.8K -71 -2%
NERM
868
New England Research & Management
Illinois
$720K
LFM
869
LGT Fund Management
Liechtenstein
$720K
CFFP
870
Center for Financial Planning
Michigan
$719K +$5.83K +35 +0.8%
DP
871
Dearborn Partners
Illinois
$718K
VI
872
Versor Investments
New York
$718K +$464K +2,789 +199%
BBHC
873
Brown Brothers Harriman & Co
New York
$712K +$279K +1,673 +67%
SAA
874
Southeast Asset Advisors
Georgia
$701K
MIA
875
MainStreet Investment Advisors
Illinois
$701K +$398K +2,388 New