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Name Holding Trade Value Shares
Change
Change in
Stake
UWS
401
Unique Wealth Strategies
Illinois
$546K +$531K +4,217 New
SWM
402
Spire Wealth Management
Virginia
$545K +$69.1K +549 +15%
AOWM
403
Alpha Omega Wealth Management
Virginia
$537K
BMSSC
404
B. Metzler seel. Sohn & Co
Germany
$521K
DFA
405
DHK Financial Advisors
New Hampshire
$519K
NED
406
Nancy E. Dempze
$518K -$583K -4,634 -54%
KI
407
Kapitalo Investimentos
Brazil
$517K +$502K +3,989 New
LWAM
408
Legacy Wealth Asset Management
Minnesota
$513K -$382K -3,036 -43%
CBUSF
409
Construction & Building Unions Superannuation Fund
Australia
$505K +$491K +3,900 New
LIP
410
Lighthouse Investment Partners
Florida
$504K -$5.3M -42,130 -92%
FCP
411
Fidelis Capital Partners
Florida
$497K +$2.52K +20 +0.6%
ECM
412
Everence Capital Management
Indiana
$496K +$482K +3,830 New
Handelsbanken Fonder
413
Handelsbanken Fonder
Sweden
$493K +$95.1K +755 +25%
CT
414
Chicago Trust
Illinois
$492K
TFA
415
Teamwork Financial Advisors
Texas
$491K -$1.26K -10 -0.3%
TCOO
416
Trust Company of Oklahoma
Oklahoma
$468K
WSFS
417
Wilmington Savings Fund Society
Delaware
$467K -$120K -954 -21%
CICI
418
Capital Investment Counsel Inc
North Carolina
$466K -$62.9K -500 -12%
Wealth Enhancement Advisory Services
419
Wealth Enhancement Advisory Services
Minnesota
$463K +$1.64K +13 +0.4%
RMC
420
Resources Management Corp
Connecticut
$453K
PWMG
421
Prestige Wealth Management Group
New Jersey
$443K +$96.3K +765 +29%
USCWA
422
U.S. Capital Wealth Advisors
Texas
$442K -$1.23M -9,788 -74%
CSI
423
Cross Staff Investments
New York
$440K
MFAM
424
Motley Fool Asset Management
Virginia
$440K +$29.8K +237 +8%
SC
425
Scotia Capital
Ontario, Canada
$438K -$8.94K -71 -2%