Name Holding Trade Value Shares
Change
Change in
Stake
BWM
576
BerganKDV Wealth Management
Minnesota
$546K -$19.4K -91 -3%
AP
577
Advisor Partners
California
$542K +$14.9K +70 +3%
SP
578
Symmetry Partners
Connecticut
$533K – – –
HBW
579
Hazlett, Burt & Watson
West Virginia
$532K – – –
Rafferty Asset Management
580
Rafferty Asset Management
New York
$527K -$148K -695 -21%
RWM
581
Ritholtz Wealth Management
New York
$525K +$32.8K +154 +6%
KFS
582
Kurt F. Somerville
$520K – – –
SAM
583
Simplify Asset Management
Nevada
$511K +$109K +512 +25%
KFI
584
Key Financial Inc
Pennsylvania
$509K – – –
ETC
585
Exchange Traded Concepts
Oklahoma
$508K +$11.7K +55 +2%
HIA
586
Harbor Investment Advisory
Maryland
$505K -$88.7K -416 -14%
C
587
Certuity
Florida
$504K +$15.1K +71 +3%
SI
588
Stephens Inc
Arkansas
$502K -$76.3K -358 -13%
RWA
589
River Wealth Advisors
Pennsylvania
$502K – – –
PWS
590
Precision Wealth Strategies
Missouri
$500K +$35.2K +165 +7%
HWM
591
HB Wealth Management
Georgia
$500K +$310K +1,453 +141%
Cerity Partners
592
Cerity Partners
New York
$499K +$173K +812 +49%
IIM
593
Ipswich Investment Management
Massachusetts
$498K – – –
SCA
594
Snowden Capital Advisors
New York
$494K -$34.1K -160 -6%
CAG
595
Csenge Advisory Group
Florida
$493K -$39.4K -185 -7%
TMAM
596
Tokio Marine Asset Management
Japan
$489K +$262K +1,229 +102%
NW
597
NewEdge Wealth
Pennsylvania
$488K +$516K +2,422 New
AG
598
AIA Group
Hong Kong
$485K -$1.19M -5,582 -70%
LFGH
599
Lee Financial Group Hawaii
Hawaii
$482K -$6.39K -30 -1%
PIM
600
Penobscot Investment Management
Massachusetts
$481K – – –