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Name Holding Trade Value Shares
Change
Change in
Stake
NFA
776
Northern Financial Advisors
Michigan
$545K +$540K +7,533 New
AWS
777
Aspen Wealth Strategies
Colorado
$540K +$535K +7,464 New
DPIM
778
Duff & Phelps Investment Management
Illinois
$530K – – –
EP
779
Edgestream Partners
New Jersey
$529K -$1.72M -24,002 -77%
DAS
780
Dynamic Advisor Solutions
Arizona
$526K +$43.1K +602 +9%
BB
781
Busey Bank
Illinois
$526K +$14.8K +207 +3%
VCA
782
Verdence Capital Advisors
Maryland
$525K +$18.6K +259 +4%
FMAEN1
783
Fund Management at Engine No 1
California
$525K +$58.2K +813 +13%
DCM
784
DGS Capital Management
New Jersey
$525K -$788 -11 -0.2%
SFA
785
Sequoia Financial Advisors
Ohio
$525K +$218K +3,044 +72%
HI
786
Hendershot Investments
Virginia
$524K -$14.3K -200 -3%
CCA
787
Checchi Capital Advisers
California
$523K -$13.9K -194 -3%
SPA
788
Sherbrooke Park Advisers
New York
$521K +$516K +7,200 New
DFG
789
Delta Financial Group
New Jersey
$516K +$511K +7,139 New
FPWM
790
FSB Premier Wealth Management
Iowa
$513K -$33.9K -473 -6%
RIA
791
Richwood Investment Advisors
Ohio
$513K +$3.87K +54 +0.8%
CIC
792
Carnegie Investment Counsel
Ohio
$512K -$67.5K -943 -12%
ITIM
793
Indiana Trust & Investment Management
Indiana
$507K -$24.7K -345 -5%
IIM
794
Intact Investment Management
Quebec, Canada
$507K +$501K +7,000 New
QC
795
Quent Capital
New York
$504K +$645 +9 +0.1%
SYBT
796
Stock Yards Bank & Trust
Kentucky
$502K -$71.6K -1,000 -13%
JWCA
797
J.W. Coons Advisors
Ohio
$497K +$178K +2,490 +57%
SXL
798
Summit X LLC
Missouri
$497K -$86.7K -1,211 -13%
QPWM
799
Quadrant Private Wealth Management
Pennsylvania
$495K +$490K +6,841 New
C
800
CEDRUS
Colorado
$493K +$82.7K +1,155 +20%