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Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
876
Rehmann Capital Advisory Group
Michigan
$1.03M +$193K +3,149 +26%
GFS
877
GYL Financial Synergies
Connecticut
$1.03M +$2.15K +35 +0.2%
TG
878
TCW Group
California
$1.03M -$154K -2,508 -14%
PCM
879
Princeton Capital Management
New Jersey
$1.03M -$138K -2,249 -13%
DC
880
Davenport & Co
Virginia
$1.02M -$51.4K -838 -5%
SRA
881
Secured Retirement Advisors
Minnesota
$1.02M -$99.1K -1,614 -10%
ACA
882
Anchor Capital Advisors
Massachusetts
$1.01M -$148K -2,415 -14%
LRIC
883
Long Road Investment Counsel
Michigan
$1M +$18.4K +300 +2%
NW
884
NewEdge Wealth
Pennsylvania
$1M -$519K -8,451 -36%
DAS
885
Dynamic Advisor Solutions
Arizona
$997K -$6.01K -98 -0.7%
MCI
886
MRP Capital Investments
Georgia
$994K +$9.51K +155 +1%
BFG
887
Bleakley Financial Group
New Jersey
$989K +$21.1K +344 +2%
EWM
888
Empirical Wealth Management
Washington
$987K -$180K -2,937 -17%
SW
889
Simplicity Wealth
New Jersey
$983K +$660K +10,760 +275%
PWM
890
Perigon Wealth Management
California
$981K +$55.7K +907 +7%
Dodge & Cox
891
Dodge & Cox
California
$978K -$21.5K -350 -2%
GAA
892
Green Alpha Advisors
Colorado
$977K -$184 -3 -0%
MVA
893
Mount Vernon Associates
Maryland
$976K -$121K -1,965 -12%
BOH
894
Bank of Hawaii
Hawaii
$976K +$20.4K +333 +2%
AP
895
Americana Partners
Texas
$973K +$218K +3,559 +32%
RJT
896
Raymond James Trust
Florida
$972K +$36K +586 +4%
YIA
897
YHB Investment Advisors
Connecticut
$966K -$29K -473 -3%
WANY
898
Wealthspire Advisors (New York)
New York
$965K -$70.7K -1,152 -7%
PGIM
899
Pacific Global Investment Management
California
$950K -$81.6K -1,329 -9%
JPWM
900
Jamison Private Wealth Management
Georgia
$944K +$148K +2,407 +21%