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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1251
Arete Wealth Advisors
Illinois
$545K +$54.4K +331 +11%
Curi RMB Capital
1252
Curi RMB Capital
Illinois
$545K +$541K +3,288 New
CC
1253
Callan Capital
California
$543K – – –
PWP
1254
Principle Wealth Partners
Connecticut
$540K -$16.4K -100 -3%
Congress Wealth Management
1255
Congress Wealth Management
Massachusetts
$539K +$24.2K +147 +5%
GW & Wade
1256
GW & Wade
Massachusetts
$539K +$16.6K +101 +3%
BDFN
1257
Bond & Devick Financial Network
Minnesota
$538K – – –
GDP
1258
Great Diamond Partners
Maine
$537K -$15K -91 -3%
WAM
1259
WFA Asset Management
Wisconsin
$536K +$3.62K +22 +0.7%
OHWA
1260
Oak Hill Wealth Advisors
Virginia
$534K +$329 +2 +0.1%
SageView Advisory Group
1261
SageView Advisory Group
California
$534K +$23.7K +144 +5%
HR
1262
Howe & Rusling
New York
$525K -$15.5K -94 -3%
CT
1263
Colonial Trust
South Carolina
$524K +$133K +808 +34%
Csenge Advisory Group
1264
Csenge Advisory Group
Florida
$522K -$13.5K -82 -3%
WF
1265
WoodTrust Financial
Wisconsin
$520K – – –
CWP
1266
CFM Wealth Partners
Texas
$517K – – –
PAM
1267
Peak Asset Management
Colorado
$516K +$59.5K +362 +13%
AIA Group
1268
AIA Group
Hong Kong
$516K -$53.6K -326 -9%
CD
1269
Chapin Davis
Maryland
$516K +$45.2K +275 +10%
LA
1270
LVW Advisors
New York
$516K -$232K -1,411 -31%
RGI
1271
River Global Investors
United Kingdom
$514K +$164K +1,000 +48%
VHAM
1272
Van Hulzen Asset Management
California
$513K +$24.7K +150 +5%
KFA
1273
Kelleher Financial Advisors
New York
$512K +$1.48K +9 +0.3%
Capital Advisors Inc
1274
Capital Advisors Inc
Oklahoma
$512K +$52K +316 +11%
SIC
1275
Sigma Investment Counselors
Michigan
$512K -$41.3K -251 -8%