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Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1451
Charles Schwab Investment Advisory
California
$904K +$41.8K +153 +4%
DI
1452
DFPG Investments
Utah
$903K -$43.4K -159 -4%
VAS
1453
Vestmark Advisory Solutions
Massachusetts
$903K +$576K +2,109 +110%
JE
1454
JMAC Enterprises
Pennsylvania
$902K -$32.8K -120 -3%
BRG
1455
Bay Rivers Group
Virginia
$901K +$2.46K +9 +0.2%
HGERS
1456
Householder Group Estate & Retirement Specialist
Arizona
$900K -$139K -510 -11%
NIM
1457
NXG Investment Management
Texas
$898K -$30.3K -111 -3%
GIM
1458
Grassi Investment Management
California
$898K +$205K +750 +23%
GAM
1459
Gemmer Asset Management
California
$897K +$86K +315 +9%
AGA
1460
Accuvest Global Advisors
Utah
$896K -$2.84M -10,401 -72%
AWC
1461
Abundance Wealth Counselors
Pennsylvania
$896K +$163K +597 +18%
ABC
1462
Associated Banc-Corp
Wisconsin
$894K
AP
1463
AtonRa Partners
Switzerland
$892K -$1.11M -4,062 -51%
CL
1464
CIM LLC
New York
$891K -$26.2K -96 -3%
BTW
1465
Boston Trust Walden
Massachusetts
$891K
TC
1466
Telemus Capital
Michigan
$891K +$206K +753 +23%
CI Investments Inc
1467
CI Investments Inc
Ontario, Canada
$890K +$264K +966 +32%
GIM
1468
Greylin Investment Management
Virginia
$889K +$11.5K +42 +1%
BBWA
1469
Bell & Brown Wealth Advisors
California
$889K +$20.5K +75 +2%
OWA
1470
Opal Wealth Advisors
New York
$886K +$13.1K +48 +1%
WWA
1471
WC Walker & Associates
California
$883K +$523K +1,917 +109%
RRCM
1472
Rappaport Reiches Capital Management
Illinois
$883K -$22.9K -84 -2%
CWA
1473
Cornerstone Wealth Advisors
Minnesota
$881K
LNWTC
1474
Laird Norton Wetherby Trust Company
Washington
$880K -$833K -3,051 -44%
PFBT
1475
Parkside Financial Bank & Trust
Missouri
$879K +$36K +132 +3%