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Name Holding Trade Value Shares
Change
Change in
Stake
GC
576
Gilbert & Cook
Iowa
$917K +$37.9K +605 +5%
BWM
577
Baystate Wealth Management
Massachusetts
$913K +$7.13K +114 +0.8%
FFM
578
Forum Financial Management
Illinois
$898K -$62.5K -999 -7%
CCIA
579
Campbell & Co Investment Adviser
Maryland
$889K +$841K +13,440 New
LNWWM
580
Laird Norton Wetherby Wealth Management
California
$886K -$43.9K -701 -5%
SWP
581
Stratos Wealth Partners
Ohio
$882K +$18.4K +294 +2%
MAS
582
Meeder Advisory Services
Ohio
$880K +$79.2K +1,266 +11%
EH
583
Equitable Holdings
New York
$878K +$20.7K +330 +3%
NSEDCP
584
NJ State Employees Deferred Compensation Plan
New Jersey
$874K – – –
SFA
585
Sequoia Financial Advisors
Ohio
$874K +$416K +6,652 +101%
DIM
586
Delta Investment Management
California
$870K +$1.69K +27 +0.2%
JWBC
587
J.W. Burns & Co
New York
$860K -$28.2K -450 -3%
DWM
588
Darwin Wealth Management
Florida
$859K – – –
IGAM
589
iA Global Asset Management
Quebec, Canada
$858K -$230K -3,681 -22%
PL
590
Perpetual Ltd
Australia
$856K – – –
PWP
591
Precedent Wealth Partners
Texas
$856K +$810K +12,939 New
RCM
592
Raleigh Capital Management
North Carolina
$850K -$19.8K -317 -2%
CAAS
593
Capital Asset Advisory Services
Michigan
$849K -$82K -1,311 -9%
AWM
594
Ameliora Wealth Management
Switzerland
$849K +$207K +3,313 +35%
FFS
595
Founders Financial Securities
Maryland
$849K +$15.5K +248 +2%
MC
596
Moors & Cabot
Massachusetts
$849K +$20.3K +324 +3%
CAG
597
Csenge Advisory Group
Florida
$838K +$28.2K +450 +4%
AAS
598
Avantax Advisory Services
Texas
$834K +$64.8K +1,036 +9%
WS
599
Wedbush Securities
California
$831K -$3.63K -58 -0.5%
GS
600
GTS Securities
Florida
$831K +$527K +8,417 +203%