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Name Holding Trade Value Shares
Change
Change in
Stake
GW
601
GW & Wade
Massachusetts
$553K +$2.41K +80 +0.5%
SF
602
Synovus Financial
Georgia
$549K +$12.1K +400 +2%
GSEP
603
Golden State Equity Partners
California
$540K +$493K +16,350 New
CT
604
Caldwell Trust
Florida
$537K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
605
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$531K -$2.41M -79,930 -83%
CA
606
CGN Advisors
Kansas
$530K -$78K -2,590 -14%
RC
607
RegentAtlantic Capital
New Jersey
$527K +$199K +6,590 +70%
EA
608
Emerald Advisers
Pennsylvania
$522K -$18.1K -600 -4%
CFG
609
Cooper Financial Group
California
$519K -$20.2K -670 -4%
SAM
610
Silvercrest Asset Management
New York
$518K – – –
CIM
611
Contravisory Investment Management
Massachusetts
$511K -$6.63K -220 -1%
BC
612
Burney Company
Virginia
$510K +$30.7K +1,020 +7%
AIP
613
Almanack Investment Partners
Pennsylvania
$508K +$123K +4,090 +36%
FTDI
614
First Trust Direct Indexing
Massachusetts
$507K +$36.2K +1,200 +8%
CA
615
Cullinan Associates
Kentucky
$499K -$2.38M -78,900 -84%
KWMG
616
King Wealth Management Group
Florida
$496K – – –
YMRC
617
Yorktown Management & Research Company
Virginia
$496K – – –
GAM
618
Griffin Asset Management
New York
$496K +$7.53K +250 +2%
WCM
619
Whitener Capital Management
North Carolina
$495K -$30.1K -1,000 -6%
HCM
620
HM Capital Management
Missouri
$495K +$1.21K +40 +0.3%
CA
621
Cetera Advisors
Colorado
$495K +$25.6K +850 +6%
IFWM
622
Institute for Wealth Management
Colorado
$491K -$45.2K -1,500 -9%
CCG
623
Capital CS Group
California
$487K +$444K +14,730 New
CRCM
624
Corbett Road Capital Management
Virginia
$486K -$49.7K -1,650 -10%
JIR
625
James Investment Research
Ohio
$482K -$149K -4,950 -25%