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Name Holding Trade Value Shares
Change
Change in
Stake
JDR
1251
Jay D. Rosenbaum
$763K +$90.5K +646 +14%
RWP
1252
RWA Wealth Partners
Massachusetts
$758K -$102K -727 -12%
FI
1253
FormulaFolio Investments
Michigan
$756K -$213K -1,518 -23%
FCBT
1254
First Citizens Bank & Trust
North Carolina
$753K -$255K -1,819 -26%
RHBC
1255
R.H. Bluestein & Co
Michigan
$753K +$715K +5,107 New
CI Investments Inc
1256
CI Investments Inc
Ontario, Canada
$752K -$41.7K -298 -6%
BAS
1257
Brown Advisory Securities
Maryland
$752K +$86.8K +620 +14%
LWMM
1258
Legacy Wealth Management (Mississippi)
Mississippi
$752K +$714K +5,095 New
SA
1259
Sicart Associates
New York
$751K – – –
FA
1260
Fagan Associates
New York
$748K -$16.7K -119 -2%
TMAM
1261
Tokio Marine Asset Management
Japan
$748K +$27.9K +199 +4%
RCA
1262
Rowland Carmichael Advisors
Arizona
$743K -$89.9K -642 -11%
CCM
1263
Compass Capital Management
Minnesota
$743K – – –
KA
1264
Kovack Advisors
Florida
$741K +$63.7K +455 +10%
FA
1265
FCG Advisors
New Jersey
$740K +$140 +1 +0%
RZH
1266
Relyea Zuckerberg Hanson
Connecticut
$740K +$703K +5,016 New
KPCM
1267
Kings Point Capital Management
New York
$736K -$5.6K -40 -0.8%
HHGA
1268
Halbert Hargrove Global Advisors
California
$734K -$5.04K -36 -0.7%
HWMG
1269
Hurlow Wealth Management Group
Indiana
$734K – – –
CFA
1270
CWS Financial Advisors
Michigan
$732K +$695K +4,965 New
FAG
1271
Financial Advisory Group
Texas
$731K – – –
LIM
1272
Loudon Investment Management
New Hampshire
$731K +$366K +2,610 +111%
MMA
1273
Miracle Mile Advisors
California
$728K -$5.03M -35,927 -88%
CL
1274
CPWM LLC
Washington
$725K +$139K +992 +25%
BMA
1275
Brooks Moore & Associates
Tennessee
$723K -$205K -1,461 -23%