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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
EverSource Wealth Advisors
Alabama
$517K -$25K -306 -5%
PWM
527
Perigon Wealth Management
California
$511K -$225K -2,748 -31%
FAFN
528
First Affirmative Financial Network
Colorado
$507K +$508K +6,201 New
BA
529
Bridgewater Advisors
New York
$502K -$33.2K -405 -6%
AWA
530
ARQ Wealth Advisors
Arizona
$501K -$20.5K -250 -4%
NAM
531
NorthCrest Asset Manangement
Minnesota
$499K -$225K -2,743 -31%
PIM
532
Plato Investment Management
Australia
$498K +$346K +4,221 +226%
LWAM
533
Legacy Wealth Asset Management
Minnesota
$498K +$1.47K +18 +0.3%
GI
534
GAMCO Investors
Connecticut
$497K -$267K -3,262 -35%
Simplex Trading
535
Simplex Trading
Illinois
$495K +$340K +4,154 +219%
BBHC
536
Brown Brothers Harriman & Co
New York
$490K +$210K +2,565 +75%
DC
537
Davenport & Co
Virginia
$489K +$26.4K +323 +6%
SLF
538
Sun Life Financial
Ontario, Canada
$487K +$487K +5,949 New
SPFA
539
Summit Place Financial Advisors
New Jersey
$483K
IAS
540
Insigneo Advisory Services
Florida
$480K +$4.42K +54 +0.9%
SAI
541
Savvy Advisors Inc
New York
$479K -$64.4K -787 -12%
PG
542
Patten Group
Tennessee
$479K +$2.54K +31 +0.5%
UFF
543
USA Financial Formulas
Michigan
$478K +$479K +5,846 New
FISPB
544
Fideuram - Intesa Sanpaolo Private Banking
$470K -$62.9K -769 -12%
FTWA
545
Fifth Third Wealth Advisors
Ohio
$468K +$21.5K +263 +5%
MWM
546
Manske Wealth Management
Texas
$466K -$2.05K -25 -0.4%
PS
547
Principal Securities
Iowa
$463K -$2.29K -28 -0.5%
MAS
548
Meeder Advisory Services
Ohio
$459K +$3.27K +40 +0.7%
EW
549
Evoke Wealth
California
$456K +$51.7K +632 +13%
FIA
550
Foundations Investment Advisors
Arizona
$453K +$66.4K +811 +17%