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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
476
Jones Financial Companies
Missouri
$635K +$221K +3,033 +55%
EF
477
Empirical Finance
Pennsylvania
$632K +$35.7K +491 +6%
NWAG
478
Net Worth Advisory Group
Utah
$631K +$633K +8,696 New
BWM
479
Baron Wealth Management
Michigan
$629K +$23.1K +318 +4%
MYLI
480
Meiji Yasuda Life Insurance
Japan
$612K -$361K -4,962 -37%
PAG
481
Private Advisor Group
New Jersey
$612K +$126K +1,728 +26%
PAS
482
Park Avenue Securities
New York
$601K -$289K -3,965 -32%
ACA
483
Atlas Capital Advisors
Wyoming
$597K +$48.2K +662 +9%
FHA
484
First Horizon Advisors
Tennessee
$591K +$5.17K +71 +0.9%
KCM
485
KRS Capital Management
Michigan
$591K -$21.8K -300 -4%
BP
486
Ballentine Partners
Massachusetts
$590K +$24.6K +338 +4%
ECU
487
Eisler Capital (UK)
United Kingdom
$582K +$584K +8,016 New
HWM
488
HB Wealth Management
Georgia
$580K +$227K +3,118 +64%
DWT
489
Dorsey & Whitney Trust
South Dakota
$575K +$7.28K +100 +1%
SFA
490
Sequoia Financial Advisors
Ohio
$574K +$29.5K +405 +5%
RJT
491
Raymond James Trust
Florida
$569K -$2.33K -32 -0.4%
S
492
SignatureFD
Georgia
$566K +$95.1K +1,306 +20%
SCA
493
Snowden Capital Advisors
New York
$566K -$51.8K -712 -8%
RFA
494
Register Financial Advisors
Georgia
$563K
VI
495
Vestcor Inc
New Brunswick, Canada
$558K
IWM
496
IHT Wealth Management
Illinois
$558K -$19.8K -272 -3%
CIS
497
Custom Index Systems
New York
$554K +$30.9K +425 +6%
FIM
498
Freedom Investment Management
Connecticut
$529K -$644K -8,843 -55%
BHPW
499
Beverly Hills Private Wealth
California
$523K -$99.9K -1,372 -16%
SIM
500
Sentry Investment Management
Wisconsin
$521K +$15.2K +209 +3%