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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
526
Transamerica Financial Advisors
Florida
$1.49M +$175K +743 +15%
SCA
527
Snowden Capital Advisors
New York
$1.48M -$102K -434 -7%
Savant Capital
528
Savant Capital
Illinois
$1.47M -$177K -752 -12%
DCM
529
Dupont Capital Management
Delaware
$1.46M +$216K +918 +19%
Ferguson Wellman Capital Management
530
Ferguson Wellman Capital Management
Oregon
$1.46M -$197K -840 -13%
Pathstone Family Office
531
Pathstone Family Office
New Jersey
$1.45M -$850K -3,617 -38%
RWA
532
Redhawk Wealth Advisors
Minnesota
$1.45M +$55.7K +237 +4%
LD
533
Lipe & Dalton
New York
$1.45M -$56.4K -240 -4%
ST
534
Somerset Trust
Pennsylvania
$1.44M -$33.8K -144 -2%
Wealth Enhancement Advisory Services
535
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$109K +465 +9%
GDP
536
Great Diamond Partners
Maine
$1.43M +$8.69K +37 +0.7%
Kayne Anderson Rudnick Investment Management
537
Kayne Anderson Rudnick Investment Management
California
$1.42M – – –
IFS
538
Intelligent Financial Strategies
Minnesota
$1.42M -$9.4K -40 -0.7%
AAM
539
Aureus Asset Management
Massachusetts
$1.42M – – –
Sigma Planning Corp
540
Sigma Planning Corp
Michigan
$1.42M -$55K -234 -4%
ARC
541
Advisor Resource Council
Texas
$1.42M +$742K +3,159 +137%
Ballentine Partners
542
Ballentine Partners
Massachusetts
$1.41M +$236K +1,004 +22%
PMEF
543
Point72 Middle East FZE
United Arab Emirates
$1.41M +$288K +1,226 +28%
ECM
544
Everence Capital Management
Indiana
$1.39M +$355K +1,510 +38%
B
545
Bellecapital
Switzerland
$1.39M – – –
4WM
546
44 Wealth Management
Oregon
$1.38M +$8.22K +35 +0.6%
Cetera Advisors
547
Cetera Advisors
Colorado
$1.38M -$127K -539 -9%
Carson Wealth (CWM LLC)
548
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$308K +1,312 +32%
Geneos Wealth Management
549
Geneos Wealth Management
Colorado
$1.37M +$242K +1,028 +24%
Fort Washington Investment Advisors
550
Fort Washington Investment Advisors
Ohio
$1.37M – – –