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Name Holding Trade Value Shares
Change
Change in
Stake
Sequoia Financial Advisors
476
Sequoia Financial Advisors
Ohio
$62K +$5.19K +87 +9%
SFM
477
Signet Financial Management
New Jersey
$61K – – –
WIM
478
Wittenberg Investment Management
Massachusetts
$61K – – –
LC
479
Lourd Capital
California
$60K -$11.1K -186 -15%
BCP
480
Berkeley Capital Partners
Georgia
$60K – – –
Meridian Wealth Management
481
Meridian Wealth Management
Kentucky
$60K – – –
NAM
482
North American Management
Massachusetts
$60K – – –
PMFA
483
Plante Moran Financial Advisors
Michigan
$60K +$1.19K +20 +2%
PCG
484
Private Capital Group
Connecticut
$60K +$8.94K +150 +16%
Advisory Services Network
485
Advisory Services Network
Georgia
$60K +$9.18K +154 +17%
QS Investors
486
QS Investors
New York
$59K -$834 -14 -1%
CA
487
Centerpoint Advisors
Massachusetts
$59K – – –
HWMG
488
Hurlow Wealth Management Group
Indiana
$59K – – –
ZF
489
Zhang Financial
Michigan
$59K – – –
CWM
490
Cahaba Wealth Management
Georgia
$58K – – –
MCM
491
Maryland Capital Management
Maryland
$58K – – –
TAM
492
Taurus Asset Management
New York
$58K – – –
QSS
493
Quantitative Systematic Strategies
Florida
$58K +$61.2K +1,026 New
APA
494
American Portfolios Advisors
New York
$57.8K +$1.79K +30 +3%
CCM
495
Consolidated Capital Management
California
$57K – – –
NWA
496
New World Advisors
Massachusetts
$57K – – –
SVWA
497
Sound View Wealth Advisors
Georgia
$57K – – –
BO
498
BRR OpCo
Ohio
$57K +$119 +2 +0.2%
Fisher Asset Management
499
Fisher Asset Management
Washington
$57K +$59.6K +1,000 New
Williams Jones & Associates
500
Williams Jones & Associates
New York
$57K +$59.6K +1,000 New