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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
301
Foundations Investment Advisors
Arizona
$724K +$20.9K +430 +3%
TWD
302
True Wealth Design
Ohio
$714K +$638K +13,118 New
ECM
303
Evergreen Capital Management
Washington
$714K +$75.7K +1,556 +13%
MCM
304
MAI Capital Management
Ohio
$712K +$43.4K +892 +7%
HKAM
305
Horizon Kinetics Asset Management
New York
$707K
NSEDCP
306
NJ State Employees Deferred Compensation Plan
New Jersey
$707K
VNA
307
Valley National Advisers
Pennsylvania
$704K
VCA
308
Verdence Capital Advisors
Maryland
$704K +$629K +12,934 New
CPWA
309
Cerro Pacific Wealth Advisors
California
$696K +$622K +12,783 New
HPM
310
Hudson Portfolio Management
New York
$690K -$2.43K -50 -0.4%
CA
311
Continuum Advisory
Idaho
$682K +$12.4K +254 +2%
ASN
312
Advisory Services Network
Georgia
$679K +$40.8K +838 +7%
New York State Common Retirement Fund
313
New York State Common Retirement Fund
New York
$678K
AIA
314
Angeles Investment Advisors
California
$677K +$182K +3,744 +43%
AC
315
Arjuna Capital
North Carolina
$676K -$123K -2,530 -17%
WS
316
Wedbush Securities
California
$672K -$34.7K -714 -5%
EI
317
Ellevest Inc
New York
$667K +$53.6K +1,101 +10%
AWA
318
Aaron Wealth Advisors
Illinois
$660K -$197K -4,040 -25%
Lazard Asset Management
319
Lazard Asset Management
New York
$653K -$5.64K -116 -1%
IWC
320
Integrated Wealth Concepts
Massachusetts
$627K -$1.76M -36,138 -76%
BTI
321
Blue Trust Inc
Georgia
$619K +$317K +6,513 +104%
CFG
322
Carr Financial Group
Massachusetts
$619K
HAG
323
HF Advisory Group
Maryland
$608K +$60.1K +1,235 +12%
PHS
324
Pekin Hardy Strauss
Illinois
$600K -$4.86K -100 -0.9%
WCA
325
Westover Capital Advisors
Delaware
$595K +$150K +3,087 +39%