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Name Holding Trade Value Shares
Change
Change in
Stake
EIP
551
Epoch Investment Partners
New York
$326K -$58.2K -1,046 -16%
BDF
552
Balasa Dinverno & Foltz
$325K +$1.89K +34 +0.6%
SVWAG
553
Sound View Wealth Advisors Group
Georgia
$324K -$16.3K -293 -5%
WEC
554
Winslow Evans & Crocker
Massachusetts
$324K – – –
WP
555
WealthShield Partners
North Carolina
$323K -$74.8K -1,345 -20%
GLA
556
Good Life Advisors
Pennsylvania
$323K -$9.18K -165 -3%
RG
557
Rathbones Group
United Kingdom
$323K – – –
Russell Investments Group
558
Russell Investments Group
United Kingdom
$319K +$303K +5,440 New
IP
559
Investment Partners
Ohio
$318K -$7.29K -131 -2%
NA
560
NewEdge Advisors
Louisiana
$318K +$2.89K +52 +1%
HIMCH
561
Hartford Investment Management Co (HIMCO)
Connecticut
$317K – – –
IMOV
562
Investment Management of Virginia
Virginia
$317K +$83.4K +1,500 +38%
EI
563
Ethic Inc
New York
$317K +$300K +5,389 New
MOS
564
MGO One Seven
Ohio
$316K +$3.23K +58 +1%
CPA
565
Court Place Advisors
Maryland
$314K -$22.3K -400 -7%
BI
566
Ballast Inc
Kentucky
$311K +$40.3K +724 +16%
IA
567
IFG Advisory
Georgia
$310K +$61.6K +1,107 +26%
LSAG
568
Lake Street Advisors Group
New Hampshire
$308K +$26.8K +482 +10%
CGL
569
Clarius Group LLC
Washington
$305K -$389 -7 -0.1%
WP
570
WealthSource Partners
California
$305K +$26.1K +470 +10%
ACM
571
Ategra Capital Management
Virginia
$305K – – –
CG
572
Colony Group
Massachusetts
$304K -$14.8K -266 -5%
AWM
573
AllSquare Wealth Management
New York
$304K -$8.9K -160 -3%
DAS
574
Dynamic Advisor Solutions
Arizona
$304K -$3.12K -56 -1%
CBFP
575
Cedar Brook Financial Partners
Ohio
$304K +$1.33K +24 +0.5%