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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
AE Wealth Management
Kansas
$1.38M +$1.24M +32,010 New
MMG
577
Monetary Management Group
Missouri
$1.37M +$77.2K +2,000 +7%
GT
578
Greenleaf Trust
Michigan
$1.36M +$32.4K +840 +3%
ODFS
579
O'Donnell Financial Services
California
$1.35M – – –
DMBA
580
Deseret Mutual Benefit Administrators
Utah
$1.33M +$32.4K +840 +3%
SRC
581
Shufro Rose & Co
New York
$1.3M -$19.3K -500 -2%
LCP
582
Legacy Capital Partners
Wisconsin
$1.3M -$19.3K -500 -2%
MAM
583
Meeder Asset Management
Ohio
$1.28M -$12.7K -330 -1%
SSG
584
Summit Securities Group
New York
$1.28M +$643K +16,670 +128%
JWA
585
JFS Wealth Advisors
Pennsylvania
$1.26M -$1.93K -50 -0.2%
CAN
586
Cetera Advisor Networks
California
$1.26M -$47.9K -1,240 -4%
Mawer Investment Management
587
Mawer Investment Management
Alberta, Canada
$1.26M +$742K +19,230 +189%
VAS
588
Vestmark Advisory Solutions
Massachusetts
$1.26M +$257K +6,670 +29%
EFM
589
E Fund Management
China
$1.25M -$62.5K -1,620 -5%
CAM
590
Cresset Asset Management
Illinois
$1.25M -$205K -5,310 -15%
NO
591
Ninety One
South Africa
$1.23M -$290K -7,510 -21%
IFWM
592
Institute for Wealth Management
Colorado
$1.23M +$528K +13,690 +92%
LAM
593
L2 Asset Management
Massachusetts
$1.23M +$118K +3,070 +12%
RJT
594
Raymond James Trust
Florida
$1.22M -$46.3K -1,200 -4%
BA
595
Bristlecone Advisors
Washington
$1.22M – – –
CAPTRUST Financial Advisors
596
CAPTRUST Financial Advisors
North Carolina
$1.21M -$81.8K -2,120 -7%
SM
597
Southport Management
Wyoming
$1.2M +$1.08M +28,000 New
AG
598
AIA Group
Hong Kong
$1.2M +$104K +2,690 +11%
SFA
599
Souders Financial Advisors
Ohio
$1.19M +$44.8K +1,160 +4%
CCP
600
Corient Capital Partners
California
$1.19M +$17.4K +450 +2%