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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
426
Blue Chip Wealth Management
Florida
$573K -$16.6K -282 -3%
TWM
427
Titus Wealth Management
California
$570K
ACM
428
AlphaCrest Capital Management
New York
$557K -$79.5K -1,350 -13%
PIA
429
Piedmont Investment Advisors
North Carolina
$557K +$41.7K +708 +9%
CCM
430
Cohen Capital Management
California
$554K
PA
431
Parallel Advisors
California
$534K +$45.6K +774 +10%
FMTC
432
Farmers & Merchants Trust Company
California
$526K -$19.6K -332 -4%
WHG
433
Westwood Holdings Group
Texas
$518K -$58.3K -990 -11%
SIC
434
Salem Investment Counselors
North Carolina
$512K
MML Investors Services
435
MML Investors Services
Massachusetts
$511K +$87.9K +1,492 +23%
Baird Financial Group
436
Baird Financial Group
Wisconsin
$510K +$16.3K +276 +4%
MYLI
437
Meiji Yasuda Life Insurance
Japan
$510K +$29.5K +500 +7%
AFM
438
Andesa Financial Management
Pennsylvania
$510K +$229K +3,882 +94%
AP
439
Atwood & Palmer
Missouri
$503K
BBWA
440
Bell & Brown Wealth Advisors
California
$503K +$471K +8,000 New
WAM
441
Weatherly Asset Management
California
$499K -$12.6K -214 -3%
PCIA
442
Prime Capital Investment Advisors
Kansas
$491K +$459K +7,798 New
LOAMS
443
Lombard Odier Asset Management (Switzerland)
Switzerland
$488K
SWRP
444
Summit Wealth & Retirement Planning
California
$485K -$59.4K -1,008 -12%
GHCM
445
Glen Harbor Capital Management
California
$481K
CCM
446
Cadence Capital Management
Massachusetts
$478K -$33.3K -566 -7%
CAGAS
447
Capital Advisory Group Advisory Services
Minnesota
$467K
MERSOM
448
Municipal Employees' Retirement System of Michigan
Michigan
$466K -$425K -7,220 -49%
CIA
449
CSat Investment Advisory
Michigan
$455K -$3.42K -58 -0.8%
SGS
450
Sterling Global Strategies
California
$448K -$8.84K -150 -2%