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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
851
Scissortail Wealth Management
Oklahoma
$586K -$521K -5,991 -100%
AFP
852
Ausdal Financial Partners
Iowa
$585K +$59.4K +683 +12%
BBHC
853
Brown Brothers Harriman & Co
New York
$583K +$52.5K +603 +10%
TL
854
Tradewinds LLC
North Carolina
$575K
OCM
855
One Capital Management
California
$574K -$279K -3,204 -34%
P
856
Pitcairn
Pennsylvania
$571K -$96.2K -1,106 -15%
ST
857
Sageworth Trust
Pennsylvania
$568K +$543K +6,236 New
MIS
858
Morningstar Investment Services
Illinois
$568K +$47.5K +546 +9%
PA
859
PFG Advisors
Arizona
$568K -$2.7K -31 -0.5%
VWA
860
Visionary Wealth Advisors
Illinois
$564K -$40.8K -469 -7%
RSWM
861
Robertson Stephens Wealth Management
California
$561K -$17.6K -202 -3%
EH
862
Equitable Holdings
New York
$561K -$54.3K -624 -9%
HCP
863
Hexagon Capital Partners
Arkansas
$560K +$2.87K +33 +0.5%
FWP
864
FAS Wealth Partners
Kansas
$559K +$1.65K +19 +0.3%
DI
865
Diligent Investors
California
$559K
CI
866
Cigna Investments
Connecticut
$557K -$6.87K -79 -1%
ECG
867
Edge Capital Group
Georgia
$557K -$122K -1,399 -19%
HDIM
868
Hanson & Doremus Investment Management
Vermont
$556K -$74K -850 -12%
TIAA Trust, National Association
869
TIAA Trust, National Association
North Carolina
$555K -$221K -2,542 -29%
AA
870
Auxano Advisors
Washington
$554K +$41.9K +482 +9%
BCA
871
Bay Colony Advisors
Massachusetts
$544K +$16.2K +186 +3%
DM
872
Deerfield Management
New York
$544K +$519K +5,970 New
VCP
873
Verus Capital Partners
Arizona
$543K -$7.66K -88 -1%
QCM
874
QRG Capital Management
Illinois
$541K +$31.7K +364 +7%
PPWP
875
Premier Path Wealth Partners
New Jersey
$540K +$10.4K +119 +2%