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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
601
United Capital Financial Advisors
Texas
$757K +$704K +35,169 New
AI
602
Arvest Investments
Arkansas
$745K +$692K +34,592 New
CGI
603
Comgest Global Investors
France
$732K +$680K +33,996 New
MFP
604
Meridian Financial Partners
Virginia
$731K -$3.84K -192 -0.5%
BMCM
605
Burns Matteson Capital Management
New York
$712K +$662K +33,076 New
Mercer Global Advisors
606
Mercer Global Advisors
Colorado
$707K +$50.3K +2,513 +8%
PAS
607
Park Avenue Securities
New York
$704K +$347K +17,341 +113%
LD
608
Lipe & Dalton
New York
$697K -$312K -15,608 -33%
MFIM
609
Mesirow Financial Investment Management
Illinois
$691K +$642K +32,082 New
CK
610
Cohen Klingenstein
New York
$688K
SGM
611
Skye Global Management
Florida
$685K -$76.9M -3,840,200 -99%
Carson Wealth (CWM LLC)
612
Carson Wealth (CWM LLC)
Nebraska
$678K +$371K +18,519 +143%
BFEC
613
Benjamin F. Edwards & Company
Missouri
$667K +$367K +18,347 +145%
TFA
614
Transamerica Financial Advisors
Florida
$657K -$294K -14,711 -33%
WA
615
Wealth Alliance
New York
$657K +$611K +30,508 New
IAA
616
Independent Advisor Alliance
North Carolina
$644K +$598K +29,901 New
Fayez Sarofim & Co
617
Fayez Sarofim & Co
Texas
$641K -$40.5K -2,025 -6%
RCWM
618
Royal Capital Wealth Management
Indiana
$640K +$13.5K +673 +2%
SPIA
619
Steward Partners Investment Advisory
New York
$637K -$18K -900 -3%
PP
620
Pingora Partners
Wyoming
$634K +$590K +29,458 New
PCMK
621
Paragon Capital Management (Kansas)
Kansas
$629K -$69.4K -3,470 -11%
BWAM
622
Boyd Watterson Asset Management
Ohio
$620K +$3.74K +187 +0.7%
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$606K -$12.3K -615 -2%
HA
624
Harbor Advisors
Florida
$597K
BL
625
Balentine LLC
Georgia
$595K +$152K +7,583 +38%