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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
751
Wallace Advisory Group
California
$419K -$8.27K -35 -2%
AWM
752
Avior Wealth Management
Nebraska
$418K
CGIM
753
Capital Group Investment Management
Singapore
$417K
BCM
754
Bayesian Capital Management
New York
$416K +$402K +1,701 New
RA
755
RFG Advisory
Alabama
$415K +$50.5K +214 +14%
AP
756
Appleton Partners
Massachusetts
$412K -$42.5K -180 -10%
MCM
757
MAI Capital Management
Ohio
$411K -$5.43K -23 -1%
MA
758
MJP Associates
Connecticut
$410K +$8.97K +38 +2%
GAM
759
Gemmer Asset Management
California
$407K -$9.45K -40 -2%
FFN
760
Focus Financial Network
Minnesota
$405K
AIM
761
Aspen Investment Management
Michigan
$403K
IWC
762
Integrated Wealth Concepts
Massachusetts
$402K +$30.7K +130 +9%
MWM
763
Meridian Wealth Management
Kentucky
$399K +$2.6K +11 +0.7%
CP
764
Castleview Partners
Texas
$398K +$143K +605 +59%
LA
765
Legacy Advisors
Pennsylvania
$398K +$21K +89 +6%
IA
766
IFP Advisors
Florida
$397K +$109K +462 +40%
HSA
767
HBK Sorce Advisory
Pennsylvania
$393K +$40.2K +170 +12%
IAA
768
Independent Advisor Alliance
North Carolina
$392K +$15.1K +64 +4%
MIS
769
Morningstar Investment Services
Illinois
$392K +$380K +1,610 New
FIM
770
Fernwood Investment Management
Massachusetts
$391K -$36.6K -155 -9%
PWM
771
Perigon Wealth Management
California
$389K +$376K +1,593 New
RWS
772
Resolute Wealth Strategies
Mississippi
$388K -$236K -1,000 -39%
AFAS
773
Acorn Financial Advisory Services
Virginia
$388K -$1.42K -6 -0.4%
LS
774
Livforsakringsbolaget Skandia
Sweden
$388K +$272K +1,151 +264%
BAMCO Inc
775
BAMCO Inc
New York
$386K -$99.7K -422 -21%