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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
626
Gratus Wealth Advisors
Virginia
$736K +$664K +10,355 New
FHA
627
First Horizon Advisors
Tennessee
$734K -$25.9K -404 -4%
FFS
628
Founders Financial Securities
Maryland
$733K +$701K +10,936 New
TW
629
TrinityPoint Wealth
Connecticut
$732K +$55.2K +861 +9%
JGUA
630
John G. Ullman & Associates
New York
$731K +$51.3K +800 +8%
FIM
631
Freedom Investment Management
Connecticut
$730K -$135K -2,108 -16%
MFG
632
MidWestOne Financial Group
Iowa
$728K -$206K -3,209 -23%
RPCONE
633
Retirement Planning Company of New England
Rhode Island
$727K -$38K -593 -5%
HI
634
Horizon Investments
North Carolina
$727K +$693K +10,811 +41,581%
AWA
635
Aaron Wealth Advisors
Illinois
$725K +$446K +6,960 +180%
MJP
636
Michael J. Puzo
$721K -$224K -3,500 -25%
AWM
637
AE Wealth Management
Kansas
$717K -$1.55M -24,146 -69%
FI
638
Finivi Inc
Massachusetts
$715K +$7.69K +120 +1%
IRC
639
Investors Research Corp
Georgia
$714K -$12.8K -200 -2%
EAM
640
Eagle Asset Management
Florida
$714K -$16.1K -251 -2%
CFGS
641
Concourse Financial Group Securities
Alabama
$714K -$6.6K -103 -1%
TPI
642
Trust Point Inc
Wisconsin
$708K +$139K +2,171 +26%
PTC
643
Private Trust Company
Ohio
$708K +$1.6K +25 +0.2%
SCM
644
Schnieders Capital Management
California
$701K
AIM
645
Alhambra Investment Management
Florida
$700K +$164K +2,552 +32%
HJIM
646
Henry James International Management
New York
$696K
SPC
647
Sigma Planning Corp
Michigan
$696K +$304K +4,739 +84%
9WM
648
9258 Wealth Management
Ohio
$694K -$2.24K -35 -0.3%
AF
649
Allworth Financial
California
$690K +$124K +1,929 +23%
Kayne Anderson Rudnick Investment Management
650
Kayne Anderson Rudnick Investment Management
California
$688K -$31.6K -493 -5%