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Name Holding Trade Value Shares
Change
Change in
Stake
TAMH
1251
Taikang Asset Management (HK)
Hong Kong
$845K +$665K +3,357 +269%
FAG
1252
Financial Advisory Group
Texas
$844K – – –
CA
1253
Cynosure Advisors
Utah
$843K +$8.72K +44 +1%
KJWM
1254
Kiley Juergens Wealth Management
Washington
$841K -$27.3K -138 -3%
BG
1255
Bollard Group
Massachusetts
$839K – – –
PL
1256
Perpetual Ltd
Australia
$837K – – –
WPP
1257
Whalerock Point Partners
Rhode Island
$836K -$5.94K -30 -0.7%
EGA
1258
Eagle Global Advisors
Texas
$836K – – –
RCM
1259
RB Capital Management
Nevada
$833K +$48.5K +245 +6%
AWA
1260
Arete Wealth Advisors
Illinois
$832K -$124K -627 -12%
WCAMG
1261
Woodard & Company Asset Management Group
North Carolina
$830K +$42.4K +214 +5%
BCM
1262
BTR Capital Management
California
$829K -$16.6K -84 -2%
LPT
1263
Legacy Private Trust
Wisconsin
$829K -$3.57K -18 -0.4%
SFG
1264
SevenBridge Financial Group
Pennsylvania
$829K – – –
WTFG
1265
Wells Trecaso Financial Group
Ohio
$827K -$111K -559 -11%
FA
1266
FMA Advisory
Pennsylvania
$824K +$2.58K +13 +0.3%
RCC
1267
Red Cedar Capital
Nebraska
$822K – – –
Kovitz Investment Group Partners
1268
Kovitz Investment Group Partners
Illinois
$820K -$166K -837 -16%
Jennison Associates
1269
Jennison Associates
New York
$819K +$106K +535 +14%
CM
1270
Capital Management
Virginia
$818K -$56.7K -286 -6%
KTC
1271
Kistler-Tiffany Companies
Pennsylvania
$818K +$793 +4 +0.1%
BFC
1272
Bedel Financial Consulting
Indiana
$815K – – –
EA
1273
Elm Advisors
California
$812K -$29.7K -150 -3%
MC
1274
Middleton & Co
Massachusetts
$810K +$27.3K +138 +3%
CWM
1275
Cornerstone Wealth Management
Missouri
$806K -$530K -2,677 -37%