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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1051
Capital Asset Advisory Services
Michigan
$497K -$9.72K -74 -2%
FPAS
1052
Focus Partners Advisor Solutions
Missouri
$493K -$555K -4,223 -50%
UFA
1053
Unify Financial Advisors
Florida
$493K +$68.7K +523 +14%
BCM
1054
Buckhead Capital Management
Georgia
$492K
ACM
1055
Ashford Capital Management
Delaware
$492K -$70.3K -535 -11%
RE
1056
Rydar Equities
Texas
$491K +$131 +1 +0%
Chevy Chase Trust
1057
Chevy Chase Trust
Maryland
$489K +$5.26K +40 +1%
GCM
1058
Graham Capital Management
Connecticut
$488K +$540K +4,112 New
WG
1059
Wellington Group
Indiana
$485K +$178K +1,351 +49%
YWS
1060
Yarger Wealth Strategies
Ohio
$485K +$55.1K +419 +11%
EL
1061
Essex LLC
Illinois
$485K
RPGK
1062
Retirement Planning Group (Kansas)
Kansas
$481K +$533K +4,056 New
PWM
1063
Power Wealth Management
Georgia
$481K -$36.3K -276 -6%
EMFAT
1064
Emerald Mutual Fund Advisers Trust
Pennsylvania
$481K
CIA
1065
Capital Investment Advisors
Georgia
$479K -$85.3K -649 -14%
TCIIS
1066
TIAA-CREF Individual & Institutional Services
New York
$478K +$529K +4,029 New
CCA
1067
Conservest Capital Advisors
Pennsylvania
$477K
LA
1068
Latitude Advisors
Florida
$477K
CG
1069
Cynosure Group
Utah
$474K
MEAC
1070
M.E. Allison & Co
Texas
$474K
RI
1071
Ruggiero Investments
Florida
$474K
RA
1072
Rational Advisors
New York
$474K +$526K +4,000 New
CC
1073
Clearwave Capital
California
$474K
CCWM
1074
Cassaday & Co Wealth Management
Virginia
$473K +$4.6K +35 +0.9%
BCA
1075
Bay Colony Advisors
Massachusetts
$471K +$15.2K +116 +3%