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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
451
Loudon Investment Management
New Hampshire
$368K -$12.5K -400 -3%
FWM
452
FFT Wealth Management
Pennsylvania
$362K -$420K -13,440 -55%
DAS
453
Dynamic Advisor Solutions
Arizona
$361K +$343K +11,000 New
LJAC
454
L.J. Altfest & Co
New York
$354K
JGUA
455
John G. Ullman & Associates
New York
$348K
B
456
BancorpSouth
Mississippi
$343K +$51.9K +1,663 +19%
TCT
457
TIAA CREF Trust
Missouri
$340K -$32.8K -1,052 -9%
BOS
458
Bank of Stockton
California
$340K -$10.3K -330 -3%
CAW
459
Cornerstone Advisors (Washington)
Washington
$336K -$58.7K -1,880 -16%
CIBC Private Wealth Group
460
CIBC Private Wealth Group
Georgia
$330K +$313K +10,039 New
NFP
461
Narus Financial Partners
Utah
$328K -$23.2K -742 -7%
Parnassus Investments
462
Parnassus Investments
California
$328K
APP
463
Avantax Planning Partners
Iowa
$327K -$39.5K -1,266 -11%
EHC
464
Everett Harris & Co
California
$319K +$303K +9,720 New
SG
465
StoneX Group
New York
$316K -$3.28K -105 -0.9%
CONA
466
Capital One National Association
New York
$311K -$19.8K -634 -6%
RCAG
467
Rehmann Capital Advisory Group
Michigan
$311K -$12.3K -395 -4%
HPCM
468
High Pointe Capital Management
Illinois
$310K +$294K +9,430 New
WS
469
Wedbush Securities
California
$307K -$19.4K -622 -6%
LSA
470
L & S Advisors
California
$301K +$286K +9,165 New
Legal & General Group
471
Legal & General Group
United Kingdom
$292K -$2.15M -68,873 -89%
CBU
472
CIBC Bank USA
Illinois
$290K -$27.8K -889 -9%
JFL
473
Jarislowsky, Fraser Ltd
Quebec, Canada
$286K +$273K +8,735 New
WP
474
WealthSource Partners
California
$284K +$3.15K +101 +1%
SIAS
475
Shine Investment Advisory Services
Colorado
$279K +$265K +8,499 New