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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
501
Farther Finance Advisors
California
$729K -$11.6K -34 -2%
JSW
502
Journey Strategic Wealth
New Jersey
$721K -$3.42K -10 -0.5%
CFA
503
CWS Financial Advisors
Michigan
$719K +$202K +590 +39%
OAM
504
Ostrum Asset Management
France
$714K -$235K -688 -25%
SOAM
505
SBI Okasan Asset Management
Japan
$702K +$684K +2,000 New
CPIG
506
Chicago Partners Investment Group
Illinois
$695K +$189K +553 +42%
NRS
507
Neville Rodie & Shaw
New York
$691K – – –
TMAM
508
Tokio Marine Asset Management
Japan
$691K – – –
SC
509
Savant Capital
Illinois
$682K +$79.7K +233 +13%
FAM
510
Formidable Asset Management
Ohio
$680K – – –
TIAA Trust, National Association
511
TIAA Trust, National Association
North Carolina
$675K -$3.76K -11 -0.6%
IF
512
Ironwood Financial
Arizona
$670K – – –
GAM
513
Groupama Asset Management
France
$656K -$67K -196 -9%
APA
514
Astoria Portfolio Advisors
New York
$647K +$34.2K +100 +6%
FPAS
515
Focus Partners Advisor Solutions
Missouri
$644K +$174K +509 +37%
BHC
516
Bowen Hanes & Co
Florida
$644K – – –
T. Rowe Price Investment Management
517
T. Rowe Price Investment Management
Maryland
$644K +$96.1K +281 +18%
CCA
518
Checchi Capital Advisers
California
$643K -$3.76K -11 -0.6%
GT
519
Glenview Trust
Kentucky
$641K -$55.4K -162 -8%
IFG
520
Independent Financial Group
California
$636K -$60.2K -176 -9%
Verition Fund Management
521
Verition Fund Management
Connecticut
$635K +$9.57K +28 +2%
VAS
522
Vestmark Advisory Solutions
Massachusetts
$635K +$186K +544 +42%
RCAG
523
Rehmann Capital Advisory Group
Michigan
$635K +$59.8K +175 +11%
IF
524
Intrua Financial
Texas
$631K -$17.1K -50 -3%
BB
525
Burford Brothers
Texas
$626K -$5.81K -17 -0.9%