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Name Holding Trade Value Shares
Change
Change in
Stake
JWWM
726
Johnson & White Wealth Management
Pennsylvania
$525K +$534K +2,382 New
MAM
727
Meeder Asset Management
Ohio
$523K +$64.8K +289 +14%
ARC
728
Advisor Resource Council
Texas
$522K +$289K +1,289 +119%
Prospera Financial Services
729
Prospera Financial Services
Texas
$521K +$67.7K +302 +15%
Mount Yale Investment Advisors
730
Mount Yale Investment Advisors
Colorado
$517K -$73.5K -328 -12%
HBT
731
Heartland Bank & Trust
Illinois
$517K +$525K +2,343 New
GWCM
732
Godshalk Welsh Capital Management
Pennsylvania
$516K +$53.8K +240 +11%
ISB
733
Iowa State Bank
Iowa
$513K -$21.7K -97 -4%
WC
734
Woodstock Corp
Massachusetts
$510K -$44.8K -200 -8%
AIA
735
Angeles Investment Advisors
California
$508K -$74.9K -334 -13%
LFA
736
LifeGuide Financial Advisors
Pennsylvania
$508K +$1.12K +5 +0.2%
TWI
737
Thomas White International
Illinois
$507K – – –
CCP
738
Corient Capital Partners
California
$506K +$26.2K +117 +5%
NIM
739
Northeast Investment Management
Massachusetts
$505K – – –
Klingman & Associates
740
Klingman & Associates
New York
$505K +$1.79K +8 +0.4%
WCF
741
West Coast Financial
California
$505K +$23.1K +103 +5%
FP
742
Foundry Partners
Minnesota
$503K +$132K +588 +35%
Associated Banc-Corp
743
Associated Banc-Corp
Wisconsin
$499K – – –
Vise Technologies
744
Vise Technologies
New York
$496K -$335K -1,497 -40%
Fiera Capital (Canada)
745
Fiera Capital (Canada)
Quebec, Canada
$494K – – –
Lincoln National Corp
746
Lincoln National Corp
Pennsylvania
$494K +$224 +1 +0%
Ethic Inc
747
Ethic Inc
New York
$492K -$134K -599 -21%
CIBC World Markets
748
CIBC World Markets
New York
$491K -$1.78M -7,963 -78%
TFO
749
Tarbox Family Office
California
$491K -$258K -1,152 -34%
WA1
750
Wimmer Associates 1
California
$491K – – –