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Name Holding Trade Value Shares
Change
Change in
Stake
PL
501
Perpetual Ltd
Australia
$525K -$466K -4,928 -45%
FFA
502
Fi3 Financial Advisors
Indiana
$522K +$122K +1,288 +51%
AG
503
Ascent Group
Virginia
$522K +$325K +3,439 +132%
SFG
504
Synergy Financial Group
California
$511K -$214K -2,265 -28%
Lido Advisors
505
Lido Advisors
California
$506K +$554K +5,859 New
MFAM
506
Motley Fool Asset Management
Virginia
$501K +$27.2K +288 +5%
UM
507
UniSuper Management
Australia
$499K +$150K +1,584 +38%
AA
508
Ancora Advisors
Ohio
$498K -$25.9K -274 -5%
OIMU
509
Osmosis Investment Management UK
United Kingdom
$496K -$447K -4,725 -45%
PPW
510
Parcion Private Wealth
Washington
$494K +$33.8K +358 +7%
KCM
511
Kathmere Capital Management
Pennsylvania
$494K +$222K +2,353 +70%
PCP
512
Proficio Capital Partners
Massachusetts
$492K +$539K +5,697 New
DIM
513
DC Investments Management
Virginia
$488K – – –
LFA
514
Legacy Financial Advisors
Kentucky
$485K -$4.82K -51 -0.9%
DGM
515
Delta Global Management
New York
$461K -$2.92M -30,848 -85%
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$458K -$785K -8,304 -61%
FCM
517
Fieldview Capital Management
Michigan
$448K -$290K -3,065 -37%
EWA
518
EP Wealth Advisors
California
$445K +$69.4K +734 +17%
RCA
519
Resonant Capital Advisors
Wisconsin
$441K -$13.5K -143 -3%
AC
520
Avestar Capital
New York
$441K +$483K +5,112 New
LS
521
Livforsakringsbolaget Skandia
Sweden
$435K -$66.2K -700 -16%
PS
522
Principal Securities
Iowa
$433K +$59.2K +626 +14%
JTWM
523
Jackson Thornton Wealth Management
Alabama
$429K +$76.6K +810 +19%
IWM
524
IHT Wealth Management
Illinois
$429K -$65.8K -696 -12%
AWC
525
Abundance Wealth Counselors
Pennsylvania
$429K +$35.8K +379 +8%