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Name Holding Trade Value Shares
Change
Change in
Stake
SGA
501
Strategic Global Advisors
California
$686K +$725K +3,780 New
GI
502
GAMMA Investing
California
$683K +$141K +734 +24%
EWA
503
EP Wealth Advisors
California
$679K +$37.6K +196 +6%
SAM
504
Strategy Asset Managers
California
$678K +$575 +3 +0.1%
STAS
505
Strong Tower Advisory Services
Minnesota
$675K -$94.7K -494 -11%
WT
506
Whittier Trust
California
$671K
SPIA
507
Steward Partners Investment Advisory
New York
$667K +$589K +3,071 +504%
AO
508
Advisor OS
Illinois
$662K +$143K +748 +26%
PL
509
Perpetual Ltd
Australia
$661K -$64K -334 -8%
FPAS
510
Focus Partners Advisor Solutions
Missouri
$657K +$326K +1,702 +89%
NA
511
NewEdge Advisors
Louisiana
$641K +$14.4K +75 +2%
PDL
512
Portfolio Design Labs
California
$641K -$1.9M -9,919 -74%
SBCM
513
Schwerin Boyle Capital Management
Massachusetts
$640K -$767 -4 -0.1%
QCG
514
Quadrant Capital Group
Ohio
$640K +$472K +2,464 +232%
FFM
515
Forum Financial Management
Illinois
$636K -$80.2K -418 -11%
CFP
516
Catalyst Financial Partners
Massachusetts
$632K +$2.49K +13 +0.4%
GT
517
Greenleaf Trust
Michigan
$623K +$17.8K +93 +3%
NED
518
Nancy E. Dempze
$617K
PAG
519
Private Advisor Group
New Jersey
$615K +$128K +669 +25%
HIA
520
Harbor Investment Advisory
Maryland
$596K +$628K +3,274 +23,386%
QWM
521
Quadcap Wealth Management
Texas
$589K -$628K -3,275 -50%
LRPA
522
L. Roy Papp & Associates
Arizona
$585K
BTW
523
Boston Trust Walden
Massachusetts
$581K +$192 +1 +0%
VI
524
Vestcor Inc
New Brunswick, Canada
$574K +$1.34K +7 +0.2%
BWA
525
Bordeaux Wealth Advisors
California
$570K -$2.49K -13 -0.4%