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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
551
Arete Wealth Advisors
Illinois
$990K +$49.4K +793 +5%
PFM
552
Premier Fund Managers
United Kingdom
$971K – – –
GFA
553
Gifford Fong Associates
California
$944K – – –
SAM
554
Sompo Asset Management
Japan
$942K -$74.1K -1,190 -7%
AP
555
Americana Partners
Texas
$936K -$2.08M -33,360 -69%
FTDI
556
First Trust Direct Indexing
Massachusetts
$926K +$121K +1,947 +15%
IWC
557
Integrated Wealth Concepts
Massachusetts
$923K -$36.1K -580 -4%
SAM
558
Silvercrest Asset Management
New York
$921K -$1.43K -23 -0.2%
Brown Advisory
559
Brown Advisory
Maryland
$920K -$74.9K -1,203 -8%
FFM
560
Forum Financial Management
Illinois
$918K +$62 +1 +0%
TMAM
561
Tokio Marine Asset Management
Japan
$900K +$86.4K +1,388 +11%
Group One Trading
562
Group One Trading
Illinois
$896K -$2.01M -32,251 -69%
VI
563
Vestcor Inc
New Brunswick, Canada
$895K -$107K -1,726 -11%
RCA
564
Ranch Capital Advisors
Florida
$895K -$4.67K -75 -0.5%
SFI
565
Siemens Fonds Invest
Germany
$895K +$312K +5,010 +54%
CAAS
566
Capital Asset Advisory Services
Michigan
$890K +$14.4K +231 +2%
LNWWM
567
Laird Norton Wetherby Wealth Management
California
$887K +$112K +1,795 +15%
SACTSONJ
568
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$881K – – –
BC
569
Barrett & Company
Rhode Island
$877K -$59.4K -953 -6%
SB
570
Simmons Bank
Arkansas
$875K -$220K -3,537 -20%
BWM
571
Baystate Wealth Management
Massachusetts
$861K +$4.24K +68 +0.5%
DT
572
Diversified Trust
Tennessee
$852K +$240K +3,850 +40%
JWBC
573
J.W. Burns & Co
New York
$847K -$39.7K -637 -5%
SBIA
574
Sheaff Brock Investment Advisors
Indiana
$844K – – –
OCM
575
Orleans Capital Management
Louisiana
$836K +$404K +6,480 +95%