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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
726
Access Financial Services
Minnesota
$503K -$16.2K -478 -3%
MHC
727
Meyer Handelman Company
New York
$500K
AGWCA
728
Annis Gardner Whiting Capital Advisors
Florida
$495K -$3.18K -94 -0.7%
ST
729
Smithfield Trust
Pennsylvania
$492K
LSAG
730
Lake Street Advisors Group
New Hampshire
$491K +$338 +10 +0.1%
SAM
731
SignalPoint Asset Management
Missouri
$491K +$474 +14 +0.1%
BFO
732
Boston Family Office
Massachusetts
$489K
CCA
733
Checchi Capital Advisers
California
$489K -$7.04K -208 -1%
CT
734
Caldwell Trust
Florida
$486K -$1.96K -58 -0.4%
AIA
735
Alera Investment Advisors
Illinois
$484K -$16.2K -480 -3%
FFS
736
Founders Financial Securities
Maryland
$483K -$1.83K -54 -0.4%
ClearBridge Investments
737
ClearBridge Investments
New York
$483K -$17.5K -516 -4%
BWP
738
Barlow Wealth Partners
Kentucky
$482K
PAM
739
Panagora Asset Management
Massachusetts
$478K -$25.5K -754 -5%
QCG
740
Quadrant Capital Group
Ohio
$477K +$2.37K +70 +0.5%
CPA
741
Capital Planning Advisors
California
$471K -$19.2K -566 -4%
LA
742
LVW Advisors
New York
$471K +$142K +4,182 +46%
FFN
743
Focus Financial Network
Minnesota
$465K -$3.99K -118 -0.9%
EAM
744
Empirical Asset Management
Massachusetts
$465K +$22.8K +674 +4%
FLPIM
745
F.L. Putnam Investment Management
Massachusetts
$461K +$3.72K +110 +0.9%
GWM
746
GDS Wealth Management
Texas
$460K -$812 -24 -0.2%
2L
747
25 LLC
Missouri
$460K +$3.72K +110 +0.9%
AF
748
Allworth Financial
California
$460K +$13.8K +408 +3%
BAM
749
Berkshire Asset Management
Pennsylvania
$459K
PVI
750
Pine Valley Investments
New Jersey
$458K +$22.1K +654 +5%