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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
876
Richardson Financial Services
Massachusetts
$817K -$1.89K -10 -0.2%
LWAM
877
Legacy Wealth Asset Management
Minnesota
$812K +$10.6K +56 +1%
KA
878
Kerrisdale Advisers
Florida
$811K +$915K +4,835 New
OFS
879
Orrstown Financial Services
Pennsylvania
$810K -$19.9K -105 -2%
JWCA
880
J.W. Cole Advisors
Florida
$810K +$914K +4,827 New
IEFM
881
IQ EQ Fund Management
Ireland
$801K +$89.4K +472 +11%
IA
882
IFP Advisors
Florida
$799K +$218K +1,153 +32%
RWP
883
RWA Wealth Partners
Massachusetts
$799K -$4.11M -21,706 -82%
SGI
884
Swan Global Investments
Colorado
$797K +$900K +4,753 New
KJWM
885
Kiley Juergens Wealth Management
Washington
$796K -$48.7K -257 -5%
SCM
886
Stevens Capital Management
Pennsylvania
$793K +$129K +680 +17%
SGI
887
Summit Global Investments
Utah
$791K +$20.6K +109 +2%
FMI
888
F/M Investments
District of Columbia
$783K -$4.54K -24 -0.5%
DAS
889
Dynamic Advisor Solutions
Arizona
$782K -$40.3K -213 -4%
AA
890
Auxano Advisors
Washington
$781K -$20.4K -108 -2%
PL
891
Perpetual Ltd
Australia
$780K -$32.9K -174 -4%
WFA
892
Wellspring Financial Advisors
Ohio
$775K -$25K -132 -3%
BAAM
893
Baker Avenue Asset Management
California
$773K +$75.5K +399 +9%
CI
894
Cigna Investments
Connecticut
$772K
HA
895
Herold Advisors
New York
$772K +$28.8K +152 +3%
CWMK
896
Caliber Wealth Management (Kansas)
Kansas
$771K +$121K +637 +16%
KCM
897
Kornitzer Capital Management
Kansas
$765K -$689K -3,640 -44%
PP
898
Patten & Patten
Tennessee
$765K +$99.2K +524 +13%
MIA
899
MainStreet Investment Advisors
Illinois
$764K +$73.8K +390 +9%
FIA
900
Foundations Investment Advisors
Arizona
$761K +$184K +972 +27%