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Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
726
Segall Bryant & Hamill
Illinois
$539K -$12.1K -100 -2%
WC
727
Woodstock Corp
Massachusetts
$538K – – –
CCA
728
Checchi Capital Advisers
California
$538K +$37.5K +310 +7%
BSW
729
Buckingham Strategic Wealth
Missouri
$536K +$18.1K +150 +3%
II
730
Inspire Investing
Idaho
$536K +$585K +4,840 New
MIM
731
Montgomery Investment Management
Maryland
$531K – – –
AW
732
ACG Wealth
Georgia
$531K +$27.8K +230 +5%
AO
733
Advisor OS
Illinois
$528K +$105K +870 +22%
CW
734
CreativeOne Wealth
Kansas
$526K +$14.5K +120 +3%
SAS
735
Sanford Advisory Services
Michigan
$524K – – –
GAM
736
Griffin Asset Management
New York
$521K +$296K +2,450 +108%
WJA
737
Willis Johnson & Associates
Texas
$510K – – –
RCM
738
Requisite Capital Management
Texas
$509K -$48.3K -400 -8%
BAS
739
Brown Advisory Securities
Maryland
$507K +$64K +530 +13%
CWM
740
Cornerstone Wealth Management
Missouri
$505K -$15.7K -130 -3%
OWP
741
Obermeyer Wealth Partners
Colorado
$502K +$4.83K +40 +0.9%
SIA
742
Soltis Investment Advisors
Utah
$500K +$1.21K +10 +0.2%
HIMC
743
Heritage Investors Management Corp
Maryland
$498K – – –
EGA
744
Eagle Global Advisors
Texas
$498K +$544K +4,500 New
QCM
745
Quest Capital Management
Texas
$497K -$81K -670 -13%
AC
746
Avestar Capital
New York
$496K +$465K +3,850 New
CCM
747
Coldstream Capital Management
Washington
$495K -$3.63K -30 -0.7%
GA
748
Greytown Advisors
Florida
$493K +$91.8K +760 +21%
TC
749
Tacita Capital
Ontario, Canada
$490K -$50.7K -420 -9%
CAN
750
Claraphi Advisory Network
United States
$489K +$145K +1,200 +37%
28 29
30
31 32