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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
551
Confluence Wealth Services
Pennsylvania
$683K -$135 -1 -0%
CDDEC
552
Caisse Des Depots Et Consignations
France
$683K +$688K +5,088 New
JIC
553
Joel Isaacson & Co
New York
$682K +$21.2K +157 +3%
OIA
554
Optimum Investment Advisors
Illinois
$678K
HCM
555
Hutner Capital Management
Vermont
$677K +$2.03K +15 +0.3%
WT
556
Washington Trust
Rhode Island
$677K -$271 -2 -0%
BFA
557
Bragg Financial Advisors
North Carolina
$673K -$25.7K -190 -4%
PA
558
Parallel Advisors
California
$672K +$20.3K +150 +3%
ASN
559
Advisory Services Network
Georgia
$669K +$44K +325 +7%
PS
560
Principal Securities
Iowa
$667K +$33.3K +246 +5%
FCI
561
Financial Counselors Inc
Kansas
$665K +$80.8K +597 +14%
WG
562
Welch Group
Alabama
$661K -$26.1K -193 -4%
GPA
563
Garrison Point Advisors
California
$658K
MA
564
Montag & Associates
Georgia
$656K -$13.5K -100 -2%
ACIM
565
Azimuth Capital Investment Management
Michigan
$655K
IF
566
Ironwood Financial
Arizona
$651K
AWM
567
Axxcess Wealth Management
California
$649K -$20.3K -150 -3%
BEI
568
Benjamin Edwards Inc
Missouri
$649K +$108K +799 +20%
TAM
569
Taurus Asset Management
New York
$645K
SWM
570
Spire Wealth Management
Virginia
$643K +$7.3K +54 +1%
PCS
571
Personal CFO Solutions
New Jersey
$643K +$3.11K +23 +0.5%
SG Americas Securities
572
SG Americas Securities
New York
$639K -$40M -295,777 -98%
UB
573
UMB Bank
Missouri
$637K -$187K -1,386 -23%
BTI
574
Blue Trust Inc
Georgia
$636K +$159K +1,177 +33%
MGIA
575
Moneta Group Investment Advisors
Missouri
$635K +$117K +867 +22%