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Name Holding Trade Value Shares
Change
Change in
Stake
DIA
401
Dean Investment Associates
Ohio
$650K -$11.7K -26 -2%
QPW
402
Quantum Private Wealth
Florida
$638K +$589K +1,313 New
KWM
403
Kingsview Wealth Management
Oregon
$633K +$169K +377 +41%
SSA
404
Schonfeld Strategic Advisors
New York
$632K -$4.39M -9,800 -88%
VF
405
Virtu Financial
New York
$627K -$459K -1,023 -44%
SCA
406
Snowden Capital Advisors
New York
$622K -$571K -1,273 -50%
SCA
407
Stokes Capital Advisors
South Carolina
$622K – – –
DWA
408
Douglass Winthrop Advisors
New York
$619K – – –
LNC
409
Lincoln National Corp
Pennsylvania
$614K +$448 +1 +0.1%
RGC
410
Roberts, Glore & Co
Illinois
$611K -$6.73K -15 -1%
HPC
411
HM Payson & Co
Maine
$606K – – –
Creative Planning
412
Creative Planning
Kansas
$603K +$10.3K +23 +2%
SG Americas Securities
413
SG Americas Securities
New York
$600K +$187K +417 +51%
CG
414
Colony Group
Massachusetts
$591K -$448 -1 -0.1%
MFA
415
Mayflower Financial Advisors
Massachusetts
$590K – – –
VIA
416
Vident Investment Advisory
Georgia
$588K +$542K +1,209 New
KIA
417
KCM Investment Advisors
California
$575K -$13.5K -30 -2%
NB
418
Norinchukin Bank
Japan
$568K +$524K +1,168 New
V
419
Veritable
Delaware
$564K -$19.7K -44 -4%
CWP
420
Curated Wealth Partners
California
$562K – – –
SSW
421
Smith Shellnut Wilson
Mississippi
$548K +$8.52K +19 +2%
DBIA
422
Dumont & Blake Investment Advisors
New Jersey
$548K +$21.5K +48 +4%
WFA
423
Websterrogers Financial Advisors
South Carolina
$543K +$501K +1,118 New
BAMF
424
BI Asset Management Fondsmaeglerselskab
Denmark
$528K – – –
DADC
425
D.A. Davidson & Co
Montana
$524K – – –