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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
426
North Star Investment Management
Illinois
$815K +$1.03K +32 +0.1%
MML Investors Services
427
MML Investors Services
Massachusetts
$810K -$56.5K -1,755 -6%
HBWM
428
Hollow Brook Wealth Management
New York
$798K +$813K +25,257 New
FTDI
429
First Trust Direct Indexing
Massachusetts
$783K +$16.6K +515 +2%
KAS
430
Kemnay Advisory Services
New York
$780K +$794K +24,674 New
LDFR
431
Lehman & Derafelo Financial Resources
Pennsylvania
$766K
IAA
432
Independent Advisor Alliance
North Carolina
$761K -$25.6K -796 -3%
IAN
433
Integrated Advisors Network
Texas
$748K +$123K +3,836 +19%
SFI
434
Siemens Fonds Invest
Germany
$747K -$5.38K -167 -0.7%
VI
435
Vestcor Inc
New Brunswick, Canada
$726K -$2.51M -78,087 -77%
SNT
436
Security National Trust
West Virginia
$724K -$4.06K -126 -0.5%
AAM
437
Advisors Asset Management
Colorado
$722K -$133K -4,119 -15%
MFP
438
Meridian Financial Partners
Virginia
$719K +$32.2K +999 +5%
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$718K +$575K +17,860 +366%
RIA
440
Regal Investment Advisors
Michigan
$717K +$730K +22,693 New
FMBTD
441
First Midwest Bank Trust Division
Illinois
$714K -$78.2K -2,428 -10%
Boston Partners
442
Boston Partners
Massachusetts
$706K -$818K -25,398 -53%
CAM
443
Campion Asset Management
Virginia
$702K -$80.8K -2,509 -10%
HI
444
Harbour Investments
Wisconsin
$699K +$1.74K +54 +0.2%
BOPW
445
Brandywine Oak Private Wealth
Pennsylvania
$695K +$32 +1 +0%
AIM
446
Acropolis Investment Management
Missouri
$692K +$43.4K +1,347 +7%
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$677K -$6.25K -194 -0.9%
CI Investments Inc
448
CI Investments Inc
Ontario, Canada
$673K +$63.4K +1,970 +10%
PA
449
Pinnacle Associates
New York
$671K +$11.7K +365 +2%
GWM
450
Geneos Wealth Management
Colorado
$669K -$16.4K -511 -2%