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Name Holding Trade Value Shares
Change
Change in
Stake
FT
676
Fiduciary Trust
Massachusetts
$870K +$2.5K +8 +0.3%
PA
677
Paragon Advisors
Texas
$867K +$11K +35 +1%
CAW
678
Cornerstone Advisors (Washington)
Washington
$861K -$27.5K -88 -3%
ISWM
679
Independent Solutions Wealth Management
New York
$853K +$56.9K +182 +7%
MCM
680
MV Capital Management
Maryland
$845K +$116K +371 +17%
AO
681
Advisor OS
Illinois
$840K +$482K +1,542 +150%
S
682
SignatureFD
Georgia
$835K -$5.01K -16 -0.6%
TWI
683
Thomas White International
Illinois
$816K
Vanguard Personalized Indexing Management
684
Vanguard Personalized Indexing Management
California
$808K +$266K +850 +52%
RCM
685
RB Capital Management
Nevada
$802K +$6.26K +20 +0.8%
BFA
686
Beacon Financial Advisory
Ohio
$800K
PAS
687
Park Avenue Securities
New York
$800K +$90.1K +288 +13%
LWS
688
Lucia Wealth Services
California
$797K +$45.7K +146 +6%
AG
689
Algert Global
California
$792K +$760K +2,428 New
CBN
690
Cadence Bank NA
Texas
$789K
AWCI
691
Alpine Woods Capital Investors
New York
$783K -$188K -600 -20%
GW
692
GW & Wade
Massachusetts
$783K +$939 +3 +0.1%
CCA
693
Checchi Capital Advisers
California
$782K +$5.63K +18 +0.8%
JWCA
694
J.W. Cole Advisors
Florida
$777K +$745K +2,380 New
FWM
695
FSA Wealth Management
Massachusetts
$775K +$743K +2,375 New
HA
696
Harfst & Associates
Wyoming
$765K +$92K +294 +14%
SS
697
Sunbelt Securities
Texas
$765K +$383K +1,224 +115%
FGA
698
Fortis Group Advisors
New Jersey
$762K +$731K +2,338 New
LOAME
699
Lombard Odier Asset Management (Europe)
United Kingdom
$760K +$729K +2,331 New
CLOS
700
Compagnie Lombard Odier SCmA
Switzerland
$751K