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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
601
Formidable Asset Management
Ohio
$479K
Acadian Asset Management
602
Acadian Asset Management
Massachusetts
$478K -$27.9M -130,830 -98%
SC
603
Savant Capital
Illinois
$476K +$112K +525 +29%
CC
604
Centiva Capital
New York
$472K -$785K -3,683 -61%
MSCM
605
McElhenny Sheffield Capital Management
Texas
$469K
MMG
606
Monetary Management Group
Missouri
$469K
SAM
607
S.A. Mason
Michigan
$469K
DA
608
Denali Advisors
California
$469K +$49.7K +233 +11%
CW
609
Connectus Wealth
Ohio
$465K +$213 +1 +0%
4WM
610
44 Wealth Management
Oregon
$464K +$3.84K +18 +0.8%
CA
611
Continuum Advisory
Idaho
$460K +$94.6K +444 +24%
PCS
612
Personal CFO Solutions
New Jersey
$457K -$24.1K -113 -5%
SWM
613
Spire Wealth Management
Virginia
$457K +$197K +923 +69%
CFG
614
Cooper Financial Group
California
$456K +$38.8K +182 +9%
MC
615
Montag & Caldwell
Georgia
$451K +$13.9K +65 +3%
V
616
Veritable
Delaware
$451K +$35.8K +168 +8%
SF
617
Synovus Financial
Georgia
$448K +$69.1K +324 +17%
LAM
618
Lingohr Asset Management
Germany
$443K
OPPTF
619
OPSEU Pension Plan Trust Fund
Ontario, Canada
$442K +$466K +2,187 New
ACA
620
Aptus Capital Advisors
Alabama
$440K -$33.7K -158 -7%
EWM
621
Evercore Wealth Management
New York
$440K
GWANC
622
Guardian Wealth Advisors (North Carolina)
North Carolina
$440K +$198K +931 +74%
BWM
623
BlackDiamond Wealth Management
New York
$434K -$5.97K -28 -1%
TC
624
TownSquare Capital
Utah
$432K +$13.4K +63 +3%
PWW
625
Pettyjohn Wood & White
Virginia
$432K +$458K +2,148 New