Name Holding Trade Value Shares
Change
Change in
Stake
VA
976
Valmark Advisers
Ohio
$7.24M -$1.05M -3,032 -16%
NO
977
Ninety One
South Africa
$7.22M +$2.39M +6,897 +73%
EP
978
Edgestream Partners
New Jersey
$7.2M +$3.91M +11,270 +229%
DIM
979
DLK Investment Management
California
$7.2M -$714K -2,060 -11%
PTP
980
Platform Technology Partners
New York
$7.2M +$316K +912 +6%
MSFP
981
Mark Sheptoff Financial Planning
Connecticut
$7.19M -$198K -570 -3%
CCM
982
Collar Capital Management
Wisconsin
$7.19M -$284K -818 -5%
GCA
983
Gradient Capital Advisors
California
$7.17M -$564K -1,627 -9%
CIC
984
Carnegie Investment Counsel
Ohio
$7.14M +$818K +2,359 +17%
CWM
985
Crowley Wealth Management
Delaware
$7.13M -$57.6K -166 -1%
WAM
986
WT Asset Management
Hong Kong
$7.12M +$5.55M +16,000 New
HCMT
987
Highland Capital Management (Tennessee)
Tennessee
$7.11M -$2.27M -6,551 -29%
APP
988
Avantax Planning Partners
Iowa
$7.07M +$133K +384 +2%
ONB
989
Old National Bancorp
Indiana
$7.03M +$220K +633 +4%
LFA
990
Legacy Financial Advisors
Kentucky
$7.02M -$494K -1,425 -8%
RWM
991
Rockline Wealth Management
New York
$7.01M +$793K +2,285 +17%
KA
992
Kercheville Advisors
Texas
$7M -$918K -2,647 -14%
QFW
993
QTR Family Wealth
Florida
$6.99M +$409K +1,179 +8%
LCM
994
Legato Capital Management
California
$6.98M – – –
ET
995
Equitable Trust
Tennessee
$6.97M +$89.5K +258 +2%
SWM
996
SeaCrest Wealth Management
New York
$6.94M -$617K -1,779 -10%
PP
997
PDS Planning
Ohio
$6.94M +$347 +1 +0%
EFG
998
Ethos Financial Group
Pennsylvania
$6.93M +$141K +406 +3%
MCIA
999
Mountain Capital Investment Advisors
Colorado
$6.93M +$207K +598 +4%
BSC
1000
Brown Shipley & Co
United Kingdom
$6.93M -$275K -794 -5%