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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
501
Buckingham Strategic Wealth
Missouri
$681K -$153K -1,013 -19%
LFAS
502
Level Four Advisory Services
Texas
$673K
FIM
503
Fernwood Investment Management
Massachusetts
$670K +$60.4K +400 +10%
HIC
504
Harvey Investment Company
Kentucky
$668K
SWP
505
Stratos Wealth Partners
Ohio
$656K -$22.2K -147 -3%
NAMP
506
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$651K -$227K -1,500 -26%
MYLI
507
Meiji Yasuda Life Insurance
Japan
$643K +$626K +4,148 New
CI
508
Cigna Investments
Connecticut
$642K +$66.9K +443 +11%
AP
509
Advisor Partners
California
$639K +$125K +827 +25%
WAM
510
Weatherly Asset Management
California
$638K -$58.9K -390 -9%
SS
511
Sunbelt Securities
Texas
$637K +$620K +4,107 New
WF
512
Welch & Forbes
Massachusetts
$635K
MUS
513
Mitsubishi UFJ Securities
Japan
$635K +$217K +1,440 +54%
DP
514
Dearborn Partners
Illinois
$631K -$26.9K -178 -4%
AI
515
Atria Investments
North Carolina
$631K -$22.2K -147 -3%
SP
516
Symmetry Partners
Connecticut
$623K
GFA
517
Gifford Fong Associates
California
$620K
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$619K +$603K +3,993 New
PP
519
Prudential plc
United Kingdom
$614K -$35.6K -236 -6%
LWAC
520
Laurel Wealth Advisors (California)
California
$614K +$598K +3,958 New
AWM
521
AE Wealth Management
Kansas
$613K +$68.6K +454 +13%
AMI
522
Amica Mutual Insurance
Rhode Island
$611K -$319K -2,114 -35%
CWM
523
Chesapeake Wealth Management
Virginia
$611K +$179K +1,187 +43%
OWP
524
Obermeyer Wealth Partners
Colorado
$606K -$14.6K -97 -2%
BPSG
525
Brookfield Public Securities Group
New York
$604K +$589K +3,900 New