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Name Holding Trade Value Shares
Change
Change in
Stake
OC
501
Oppenheimer & Co
New York
$920K -$6.81K -34 -0.8%
FLPIM
502
F.L. Putnam Investment Management
Massachusetts
$910K +$807K +4,028 New
TWC
503
TD Waterhouse Canada
Ontario, Canada
$906K -$222K -1,107 -22%
RAG
504
RIA Advisory Group
Iowa
$895K -$372K -1,859 -32%
Fiera Capital (Canada)
505
Fiera Capital (Canada)
Quebec, Canada
$891K +$5.61K +28 +0.7%
SIA
506
Schechter Investment Advisors
Michigan
$888K +$788K +3,933 New
PF
507
Phoenix Financial
Israel
$876K +$777K +3,880 New
KWM
508
Kingsview Wealth Management
Oregon
$871K +$180K +900 +30%
CCS
509
Concentric Capital Strategies
Connecticut
$869K -$490K -2,447 -39%
QP
510
Quilter Plc
United Kingdom
$868K
DI
511
DFPG Investments
Utah
$862K +$745K +3,719 New
HIIFS
512
Harel Insurance Investments & Financial Services
Israel
$852K -$17K -85 -2%
CGH
513
Crossmark Global Holdings
Texas
$849K -$12.2K -61 -2%
NYLIM
514
New York Life Investment Management
New York
$839K -$6.01K -30 -0.8%
CII
515
Capital International Inc
California
$836K +$18.8K +94 +3%
BPA
516
Beacon Pointe Advisors
California
$829K +$31.8K +159 +5%
OWA
517
Outlook Wealth Advisors
Texas
$824K +$279K +1,391 +62%
MAS
518
Meeder Advisory Services
Ohio
$821K -$8.21K -41 -1%
NP
519
Nilsine Partners
Colorado
$812K -$52.9K -264 -7%
CS
520
Comerica Securities
Michigan
$811K -$27.2K -136 -4%
API
521
Advisor Partners II
California
$800K +$175K +875 +33%
ACS
522
Archford Capital Strategies
Illinois
$798K -$22.8K -114 -3%
BFG
523
Bleakley Financial Group
New Jersey
$794K +$63.5K +317 +10%
SS
524
Simplicity Solutions
Minnesota
$793K +$63.1K +315 +10%
WCM Investment Management
525
WCM Investment Management
California
$792K