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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
1001
Claraphi Advisory Network
United States
$399K +$392K +5,418 New
PAMG
1002
Patton Albertson Miller Group
Tennessee
$397K -$68.8K -951 -15%
EDRIA
1003
Edmonds Duncan Registered Investment Advisors
Kansas
$397K
BWM
1004
BerganKDV Wealth Management
Minnesota
$395K -$188K -2,603 -33%
LNC
1005
Lincoln National Corp
Pennsylvania
$393K +$386K +5,336 New
TBA
1006
Train Babcock Advisors
New York
$392K -$7.95K -110 -2%
PAM
1007
Private Asset Management
California
$388K -$215K -2,975 -36%
FI
1008
FormulaFolio Investments
Michigan
$388K +$381K +5,272 New
VCA
1009
Verdence Capital Advisors
Maryland
$387K +$380K +5,262 New
Acadian Asset Management
1010
Acadian Asset Management
Massachusetts
$386K +$12.4K +171 +3%
AWM
1011
AE Wealth Management
Kansas
$383K +$109K +1,512 +41%
CMBA
1012
C.M. Bidwell & Associates
Hawaii
$381K -$91.1K -1,260 -20%
NL
1013
NVWM LLC
Pennsylvania
$380K +$374K +5,167 New
HB
1014
Homrich & Berg
Georgia
$377K +$76.7K +1,061 +26%
WTC
1015
WhitTier Trust Company
Nevada
$374K
BSPF
1016
British Steel Pension Fund
United Kingdom
$373K
AWM
1017
Altium Wealth Management
New York
$373K +$366K +5,057 New
RHBC
1018
R.H. Bluestein & Co
Michigan
$372K
BAM
1019
Boyar Asset Management
New York
$369K -$9.91K -137 -3%
CCFCSB
1020
Cape Cod Five Cents Savings Bank
Massachusetts
$368K
SCC
1021
Second Curve Capital
Pennsylvania
$368K
BFM
1022
Boston Financial Management
Massachusetts
$367K +$33.8K +467 +10%
PFS
1023
Physicians Financial Services
North Carolina
$364K +$96.9K +1,340 +37%
GIM
1024
Grassi Investment Management
California
$364K +$126K +1,743 +54%
QC
1025
Quadrature Capital
United Kingdom
$360K +$354K +4,891 New