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Name Holding Trade Value Shares
Change
Change in
Stake
KCP
526
Kera Capital Partners
California
$860K +$254K +672 +46%
FFA
527
Farther Finance Advisors
California
$859K +$17.8K +47 +2%
UCFA
528
United Capital Financial Advisors
Texas
$856K -$30.2K -80 -4%
EOJOAM
529
E. Ohman J:or Asset Management
Sweden
$849K +$265K +700 +50%
JIC
530
Johnson Investment Counsel
Ohio
$845K -$1.89K -5 -0.2%
RT
531
Rockland Trust
Massachusetts
$832K -$25.7K -68 -3%
CCA
532
Checchi Capital Advisers
California
$830K +$34.4K +91 +5%
C
533
Certuity
Florida
$830K +$105K +279 +16%
HIP
534
HUB Investment Partners
Texas
$827K +$185K +489 +31%
Grantham, Mayo, Van Otterloo & Co (GMO)
535
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$826K -$398K -1,052 -34%
SFS
536
Stiles Financial Services
Minnesota
$821K -$8.32K -22 -1%
RBI
537
Raiffeisen Bank International
Austria
$820K +$754K +1,994 +3,116%
FPH
538
Financial Planning Hawaii
Hawaii
$820K -$66.9K -177 -8%
MSE
539
MUFG Securities EMEA
United Kingdom
$818K -$41.2K -109 -5%
NRS
540
Neville Rodie & Shaw
New York
$807K
TMAM
541
Tokio Marine Asset Management
Japan
$807K
MSWM
542
Master's Wealth Management
Pennsylvania
$793K +$35.2K +93 +5%
MIM
543
Morningstar Investment Management
Illinois
$787K
FAM
544
Formidable Asset Management
Ohio
$766K
VCM
545
Versant Capital Management
Arizona
$761K +$72.2K +191 +11%
LOIM
546
Liberty One Investment Management
Illinois
$760K +$4.54K +12 +0.6%
IF
547
Ironwood Financial
Arizona
$751K
VWM
548
Venturi Wealth Management
Texas
$742K +$50.7K +134 +8%
EDRH
549
Edmond de Rothschild Holding
Switzerland
$730K +$686K +1,814 New
MA
550
MCF Advisors
Kentucky
$720K +$78.2K +207 +13%