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Name Holding Trade Value Shares
Change
Change in
Stake
IA
676
Inspire Advisors
Idaho
$501K +$22K +138 +4%
BIM
677
Baldwin Investment Management
Pennsylvania
$501K -$15.9K -100 -3%
SFG
678
SNS Financial Group
Minnesota
$501K +$3.5K +22 +0.7%
CFA
679
Compass Financial Advisors
Indiana
$500K +$159 +1 +0%
BFEC
680
Benjamin F. Edwards & Company
Missouri
$499K -$5.25K -33 -1%
BP
681
Ballentine Partners
Massachusetts
$488K +$19.4K +122 +4%
ACA
682
Atlas Capital Advisors
Wyoming
$487K -$166K -1,042 -25%
AWA
683
Arete Wealth Advisors
Illinois
$486K +$181K +1,136 +56%
AI
684
Accredited Investors
Minnesota
$484K -$32.9K -207 -6%
CI
685
Cigna Investments
Connecticut
$483K -$11.6K -73 -2%
OAM
686
Ostrum Asset Management
France
$482K +$496K +3,118 New
TPCW
687
TD Private Client Wealth
New York
$481K -$13.7K -86 -3%
BSW
688
Buckingham Strategic Wealth
Missouri
$481K – – –
APC
689
Asset Planning Corporation
Tennessee
$480K +$1.59K +10 +0.3%
JWM
690
Jessup Wealth Management
Ohio
$477K -$108K -677 -18%
DCM
691
Deuterium Capital Management
Florida
$475K +$490K +3,078 New
CPA
692
Court Place Advisors
Maryland
$475K -$7.95K -50 -2%
FMAEN1
693
Fund Management at Engine No 1
California
$474K +$38.7K +243 +9%
OL
694
Owen LaRue
Kentucky
$470K – – –
ISWM
695
Independent Solutions Wealth Management
New York
$468K – – –
HPC
696
HM Payson & Co
Maine
$468K – – –
BFA
697
Bill Few Associates
Pennsylvania
$467K +$9.7K +61 +2%
CCG
698
Ceeto Capital Group
Florida
$465K – – –
PWM
699
Purus Wealth Management
California
$464K -$6.52K -41 -1%
CCM
700
Canal Capital Management
Virginia
$463K – – –