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Name Holding Trade Value Shares
Change
Change in
Stake
E
351
Ergoteles
New York
$1.03M +$1.05M +3,733 New
MCM
352
MAI Capital Management
Ohio
$1.03M +$1.04M +3,726 New
AIC
353
Aurora Investment Counsel
Georgia
$1.03M +$1.04M +3,720 New
MIA
354
MainStreet Investment Advisors
Illinois
$1.03M -$280 -1 -0%
MCIA
355
Mountain Capital Investment Advisors
Colorado
$1.02M -$117K -416 -10%
MGWM
356
Marks Group Wealth Management
Minnesota
$1.01M +$16K +57 +2%
Creative Planning
357
Creative Planning
Kansas
$999K +$116K +413 +13%
FT
358
Fiduciary Trust
Massachusetts
$996K +$14K +50 +1%
SS
359
Simplicity Solutions
Minnesota
$979K +$285K +1,016 +40%
PFO
360
Pathstone Family Office
New Jersey
$975K +$663K +2,364 +204%
Capstone Investment Advisors
361
Capstone Investment Advisors
New York
$973K -$39K -139 -4%
SSWM
362
Smith Salley Wealth Management
North Carolina
$973K +$43.5K +155 +5%
CNC
363
Canandaigua National Corp
New York
$945K -$31.4K -112 -3%
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$943K -$64.5K -230 -6%
KeyBank National Association
365
KeyBank National Association
Ohio
$942K +$499K +1,781 +110%
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$941K -$140K -500 -13%
VCA
367
Verdence Capital Advisors
Maryland
$939K -$85.5K -305 -8%
VI
368
Vestcor Inc
New Brunswick, Canada
$933K +$73.7K +263 +8%
SIA
369
Schechter Investment Advisors
Michigan
$931K +$87.5K +312 +10%
CAAS
370
Capital Asset Advisory Services
Michigan
$930K -$315K -1,122 -25%
CG
371
Colony Group
Massachusetts
$926K -$89.4K -319 -9%
TI
372
Tidal Investments
Wisconsin
$919K +$42.3K +151 +5%
PA
373
PFG Advisors
Arizona
$912K -$2.24K -8 -0.2%
MWM
374
MorganRosel Wealth Management
Colorado
$907K -$208K -741 -18%
IC
375
IEQ Capital
California
$902K +$177K +632 +24%