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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
526
RWA Wealth Partners
Massachusetts
$516K +$230K +1,092 +74%
GT
527
Greenleaf Trust
Michigan
$514K -$73.4K -348 -12%
TIA
528
Trust Investment Advisors
Indiana
$507K -$108K -514 -17%
SC
529
Saybrook Capital
North Carolina
$503K -$86.5K -410 -14%
RPCONE
530
Retirement Planning Company of New England
Rhode Island
$497K -$200K -949 -28%
GIA
531
Gateway Investment Advisers
Ohio
$495K -$103K -489 -17%
KeyBank National Association
532
KeyBank National Association
Ohio
$493K -$96K -455 -16%
SWA
533
SFMG Wealth Advisors
Texas
$487K -$140K -665 -22%
PGWM
534
Parisi Gray Wealth Management
New Jersey
$483K -$108K -510 -18%
SCP
535
Sandhill Capital Partners
New York
$483K -$230K -1,092 -31%
MCM
536
MAI Capital Management
Ohio
$475K -$43.7K -207 -8%
HWM
537
HB Wealth Management
Georgia
$474K -$56.9K -270 -10%
IAN
538
Integrated Advisors Network
Texas
$474K -$42.4K -201 -8%
CL
539
CSS LLC
Illinois
$473K -$43.5K -206 -8%
OIA
540
Optimum Investment Advisors
Illinois
$472K -$81.2K -385 -14%
SC
541
Savant Capital
Illinois
$470K -$65.4K -310 -12%
JGUA
542
John G. Ullman & Associates
New York
$467K -$130K -614 -21%
SCA
543
Snowden Capital Advisors
New York
$466K -$31.4K -149 -6%
AIM
544
Aigen Investment Management
New York
$465K -$104K -494 -18%
SP
545
Symmetry Partners
Connecticut
$457K -$78.7K -373 -14%
EAM
546
Erste Asset Management
Austria
$452K +$83.1K +394 +22%
BFG
547
Bleakley Financial Group
New Jersey
$452K -$8.54M -40,466 -95%
SS
548
Simplicity Solutions
Minnesota
$452K -$8.53M -40,426 -95%
DWA
549
Douglass Winthrop Advisors
New York
$450K -$263K -1,246 -36%
HBW
550
Hazlett, Burt & Watson
West Virginia
$449K -$77.4K -367 -14%