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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
951
Wealth Advisory Solutions
Indiana
$296K -$3.2K -46 -1%
RDFA
952
Ritter Daniher Financial Advisory
Ohio
$296K +$8.29K +119 +3%
FLI
953
Family Legacy Inc
South Carolina
$295K +$24.6K +354 +9%
SWA
954
Stratos Wealth Advisors
Ohio
$294K +$2.44K +35 +0.8%
OPA
955
Old Port Advisors
Maine
$292K +$3.97K +57 +1%
VFA
956
Voya Financial Advisors
Connecticut
$292K -$3.9K -56 -1%
LI
957
LMCG Investments
Massachusetts
$291K -$2.09K -30 -0.7%
SFC
958
SYM Financial Corp
Indiana
$291K +$4.32K +62 +1%
MA
959
Montag & Associates
Georgia
$291K +$4.53K +65 +2%
CBUSF
960
Construction & Building Unions Superannuation Fund
Australia
$290K -$292K -4,200 -49%
WS
961
Wela Strategies
Georgia
$290K
AIA
962
Arrow Investment Advisors
Maryland
$288K +$20.8K +299 +8%
MNBTD
963
Moody National Bank Trust Division
Texas
$287K -$70 -1 -0%
IAN
964
Integrated Advisors Network
Texas
$286K -$32.4K -465 -10%
HGA
965
Hobbs Group Advisors
South Carolina
$283K -$216K -3,104 -43%
MCCA
966
Mill Creek Capital Advisors
Pennsylvania
$283K +$6.96K +100 +2%
BPWM
967
Badgley Phelps Wealth Managers
Washington
$280K +$2.58K +37 +0.9%
TPCW
968
TD Private Client Wealth
New York
$279K -$38.6K -555 -12%
CI Investments Inc
969
CI Investments Inc
Ontario, Canada
$278K -$20.1K -289 -7%
SC
970
Sapient Capital
Indiana
$277K -$278 -4 -0.1%
A
971
Argentarii
Ohio
$277K +$70 +1 +0%
1WM
972
1900 Wealth Management
Texas
$275K
C
973
Certuity
Florida
$274K +$48.9K +702 +21%
MAWA
974
Moss Adams Wealth Advisors
Washington
$274K +$8.91K +128 +3%
CWA
975
CogentBlue Wealth Advisors
Tennessee
$273K -$20.2K -290 -7%