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Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
476
Ferguson Wellman Capital Management
Oregon
$967K +$541 +4 +0.1%
IAA
477
Independent Advisor Alliance
North Carolina
$963K +$23.8K +176 +3%
RA
478
RFG Advisory
Alabama
$959K +$667K +4,932 +223%
CIA
479
Concurrent Investment Advisors
Florida
$954K -$21.2K -157 -2%
BP
480
Ballentine Partners
Massachusetts
$952K -$29.1K -215 -3%
NP
481
Nilsine Partners
Colorado
$948K +$47.2K +349 +5%
BFO
482
Biltmore Family Office
North Carolina
$934K -$40.2K -297 -4%
PFS
483
Prospera Financial Services
Texas
$931K -$23.9K -177 -2%
PA
484
Profund Advisors
Maryland
$930K +$176K +1,302 +23%
AFCM
485
Applied Finance Capital Management
Puerto Rico
$929K
BIM
486
Baldwin Investment Management
Pennsylvania
$926K -$161K -1,193 -15%
VCM
487
Voleon Capital Management
California
$915K +$923K +6,821 New
MWM
488
Meridian Wealth Management
Kentucky
$913K +$25.2K +186 +3%
BBVA
489
Banco Bilbao Vizcaya Argentaria
Spain
$910K -$435K -3,219 -32%
MLL
490
Moody Lynn & Lieberson
Massachusetts
$907K
S
491
SignatureFD
Georgia
$906K -$21.9K -162 -2%
Fayez Sarofim & Co
492
Fayez Sarofim & Co
Texas
$896K
MC
493
Machina Capital
France
$892K +$899K +6,649 New
MS
494
Maven Securities
Jersey
$890K +$436K +3,220 +94%
IWC
495
Integrated Wealth Concepts
Massachusetts
$886K +$9.6K +71 +1%
CSI
496
Cross Staff Investments
New York
$880K
SCM
497
SOL Capital Management
Maryland
$873K -$568K -4,200 -39%
GWCM
498
Godshalk Welsh Capital Management
Pennsylvania
$871K
LIM
499
Leavell Investment Management
Alabama
$871K
GI
500
GLOBALT Investments
Georgia
$864K +$15.2K +112 +2%