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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
726
Woodstock Corp
Massachusetts
$538K – – –
CCA
727
Checchi Capital Advisers
California
$538K +$37.5K +310 +7%
BSW
728
Buckingham Strategic Wealth
Missouri
$536K +$18.1K +150 +3%
II
729
Inspire Investing
Idaho
$536K +$585K +4,840 New
MIM
730
Montgomery Investment Management
Maryland
$531K – – –
AW
731
ACG Wealth
Georgia
$531K +$27.8K +230 +5%
AO
732
Advisor OS
Illinois
$528K +$105K +870 +22%
CW
733
CreativeOne Wealth
Kansas
$526K +$14.5K +120 +3%
SAS
734
Sanford Advisory Services
Michigan
$524K – – –
GAM
735
Griffin Asset Management
New York
$521K +$296K +2,450 +108%
WJA
736
Willis Johnson & Associates
Texas
$510K – – –
RCM
737
Requisite Capital Management
Texas
$509K -$48.3K -400 -8%
BAS
738
Brown Advisory Securities
Maryland
$507K +$64K +530 +13%
CWM
739
Cornerstone Wealth Management
Missouri
$505K -$15.7K -130 -3%
OWP
740
Obermeyer Wealth Partners
Colorado
$502K +$4.83K +40 +0.9%
SIA
741
Soltis Investment Advisors
Utah
$500K +$1.21K +10 +0.2%
HIMC
742
Heritage Investors Management Corp
Maryland
$498K – – –
EGA
743
Eagle Global Advisors
Texas
$498K +$544K +4,500 New
QCM
744
Quest Capital Management
Texas
$497K -$81K -670 -13%
AC
745
Avestar Capital
New York
$496K +$465K +3,850 New
CCM
746
Coldstream Capital Management
Washington
$495K -$3.63K -30 -0.7%
GA
747
Greytown Advisors
Florida
$493K +$91.8K +760 +21%
TC
748
Tacita Capital
Ontario, Canada
$490K -$50.7K -420 -9%
CAN
749
Claraphi Advisory Network
United States
$489K +$145K +1,200 +37%
ASC
750
Atalanta Sosnoff Capital
New York
$487K -$7.98M -66,080 -94%
28 29
30
31 32