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Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
651
Fuller & Thaler Asset Management
California
$677K
ARC
652
Advisor Resource Council
Texas
$669K +$870K +5,826 New
FPW
653
Fairvoy Private Wealth
Alabama
$662K -$820K -5,487 -49%
WE
654
Wealth Effects
Massachusetts
$662K +$89.8K +601 +12%
SIA
655
SGL Investment Advisors
Montana
$640K +$679K +4,545 New
GI
656
GAMMA Investing
California
$633K -$61.6K -412 -7%
NEI
657
Northwest & Ethical Investments
Ontario, Canada
$633K +$807K +5,400 New
NWAG
658
Net Worth Advisory Group
Utah
$627K -$74.9K -501 -9%
SB
659
SIG Brokerage
New York
$627K +$126K +842 +19%
FWM
660
Focused Wealth Management
New York
$627K +$798K +5,340 New
HNB
661
Huntington National Bank
Ohio
$622K +$590K +3,952 +293%
ATPW
662
Ashton Thomas Private Wealth
Arizona
$619K +$109K +728 +16%
EI
663
Ethic Inc
New York
$618K -$821K -5,492 -52%
UCFA
664
United Capital Financial Advisors
Texas
$617K -$3.14K -21 -0.4%
CCS
665
Concentric Capital Strategies
Connecticut
$612K -$1.16M -7,793 -60%
IWC
666
Integrated Wealth Concepts
Massachusetts
$612K -$122K -819 -14%
CWM
667
Calamos Wealth Management
Illinois
$609K +$275K +1,839 +55%
CAM
668
Costello Asset Management
Pennsylvania
$606K +$772K +5,164 New
OIA
669
OneDigital Investment Advisors
Kansas
$606K +$330K +2,212 +75%
BHPW
670
Beverly Hills Private Wealth
California
$605K -$9.26K -62 -1%
OFP
671
OFC Financial Planning
New Jersey
$605K
ACM
672
Aljian Capital Management
Nevada
$602K +$766K +5,125 New
CP
673
CenterBook Partners
Connecticut
$602K +$766K +5,124 New
ABLA
674
Alan B. Lancz & Associates
Ohio
$597K +$97.1K +650 +15%
VI
675
Versor Investments
New York
$593K +$754K +5,050 New