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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1201
HBK Sorce Advisory
Pennsylvania
$657K +$28.6K +400 +4%
WT
1202
Whittier Trust
California
$656K +$32.2K +451 +4%
Loomis, Sayles & Company
1203
Loomis, Sayles & Company
Massachusetts
$654K +$774K +10,842 New
FFM
1204
Forum Financial Management
Illinois
$653K +$262K +3,674 +51%
PWW
1205
Pettyjohn Wood & White
Virginia
$651K +$770K +10,785 New
DEM
1206
Disciplined Equity Management
Florida
$650K +$7.86K +110 +1%
RP
1207
Raelipskie Partnership
Ontario, Canada
$649K +$3.57K +50 +0.5%
CA
1208
Claro Advisors
Massachusetts
$647K -$191K -2,679 -20%
OWP
1209
Obermeyer Wealth Partners
Colorado
$645K +$543K +7,606 +246%
WCM
1210
Weik Capital Management
Pennsylvania
$645K +$763K +10,685 New
MA
1211
MJP Associates
Connecticut
$643K +$19.8K +277 +3%
HCA
1212
Harbor Capital Advisors
Illinois
$638K +$755K +10,571 New
SI
1213
Shaker Investments
Ohio
$635K -$1.21M -17,003 -62%
CI
1214
Conning Inc
Connecticut
$634K -$55.6K -779 -7%
VW
1215
Vance Wealth
California
$632K +$169K +2,370 +29%
MGIA
1216
Moneta Group Investment Advisors
Missouri
$631K +$59.2K +829 +9%
MMG
1217
Monetary Management Group
Missouri
$628K +$161K +2,260 +28%
LIA
1218
Lynx Investment Advisory
District of Columbia
$626K +$3.57K +50 +0.5%
AWA
1219
Alta Wealth Advisors
Massachusetts
$625K +$101K +1,409 +16%
IAIM
1220
International Assets Investment Management
Florida
$624K +$139K +1,953 +25%
RCM
1221
RB Capital Management
Nevada
$619K +$116K +1,619 +19%
JF
1222
Jump Financial
Illinois
$618K +$732K +10,249 New
MAWA
1223
Moss Adams Wealth Advisors
Washington
$614K -$220K -3,074 -23%
NFC
1224
Northeast Financial Consultants
Connecticut
$614K +$40K +560 +6%
NL
1225
NWAM LLC
Washington
$612K -$29.1K -407 -4%