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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
401
Abbot Financial Management
Massachusetts
$842K – – –
MIM
402
Morningstar Investment Management
Illinois
$840K -$148K -1,669 -14%
CBUSF
403
Construction & Building Unions Superannuation Fund
Australia
$830K +$868K +9,800 New
SW
404
Simplicity Wealth
New Jersey
$826K – – –
1C
405
111 Capital
France
$809K +$847K +9,558 New
OIA
406
OneDigital Investment Advisors
Kansas
$793K -$50K -564 -6%
SA
407
Sanctuary Advisors
Indiana
$784K -$296K -3,347 -27%
EAM
408
Eukles Asset Management
Ohio
$746K -$990K -11,179 -56%
GT
409
Glenmede Trust
Pennsylvania
$736K -$86.8K -980 -10%
BIA
410
BHK Investment Advisors
Alabama
$720K -$6.55K -74 -0.9%
Financial Engines Advisors
411
Financial Engines Advisors
California
$715K +$19K +214 +3%
PA
412
Parallel Advisors
California
$696K +$188K +2,122 +35%
ECM
413
Evergreen Capital Management
Washington
$692K +$180K +2,036 +33%
FA
414
Fiduciary Alliance
South Carolina
$689K -$64.7K -731 -8%
PA
415
Planning Alternatives
Michigan
$664K -$35.4K -400 -5%
EWA
416
EP Wealth Advisors
California
$662K +$47.7K +539 +7%
MSRPS
417
Maryland State Retirement & Pension System
Maryland
$662K – – –
ADMI
418
Albert D. Mason Inc
Massachusetts
$661K +$9.39K +106 +1%
CPIG
419
Chicago Partners Investment Group
Illinois
$650K +$438K +4,944 +186%
AGC
420
Aspen Grove Capital
Colorado
$645K – – –
FWCM
421
Ferguson Wellman Capital Management
Oregon
$644K +$10K +113 +2%
GWAM
422
Guardian Wealth Advisors (Minnesota)
Minnesota
$641K – – –
HWA
423
Heritage Wealth Architects
Minnesota
$632K – – –
ECA
424
Elevated Capital Advisors
Utah
$630K -$15.7K -177 -2%
ICP
425
Impact Capital Partners
Colorado
$626K -$5.49K -62 -0.8%