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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
526
Vanguard Personalized Indexing Management
California
$487K +$299K +813 +116%
BAAM
527
Baker Avenue Asset Management
California
$485K
MA
528
Montag & Associates
Georgia
$482K
CFO
529
Colony Family Offices
North Carolina
$479K +$548K +1,490 New
CAN
530
Claraphi Advisory Network
United States
$476K +$141K +383 +35%
PA
531
Procyon Advisors
Connecticut
$475K -$1.47K -4 -0.3%
FAM
532
Fulcrum Asset Management
United Kingdom
$475K
AWA
533
Arkadios Wealth Advisors
Georgia
$475K +$153K +417 +39%
GAM
534
Griffin Asset Management
New York
$472K -$414K -1,124 -43%
KA
535
Kovack Advisors
Florida
$462K +$47.1K +128 +10%
KeyBank National Association
536
KeyBank National Association
Ohio
$462K +$162K +441 +44%
AAM
537
Azzad Asset Management
Virginia
$457K +$154K +418 +42%
MIM
538
Moseley Investment Management
Florida
$456K +$40.5K +110 +8%
LFAS
539
Level Four Advisory Services
Texas
$449K +$85.4K +232 +20%
SWA
540
Stratos Wealth Advisors
Ohio
$446K -$49K -133 -9%
Koshinski Asset Management
541
Koshinski Asset Management
Illinois
$443K +$70.7K +192 +16%
LNC
542
Lincoln National Corp
Pennsylvania
$441K +$184K +501 +57%
PVH
543
Psagot Value Holdings
Israel
$434K +$311K +844 +167%
CI
544
Cigna Investments
Connecticut
$432K -$99.4K -270 -17%
CCP
545
Corient Capital Partners
California
$430K -$3.68K -10 -0.7%
EP
546
Eudaimonia Partners
Tennessee
$430K +$30.5K +83 +7%
MCC
547
Malaga Cove Capital
California
$430K +$488K +1,325 New
BWP
548
Baldwin Wealth Partners
Massachusetts
$426K -$9.57K -26 -2%
MYLI
549
Meiji Yasuda Life Insurance
Japan
$424K
CGH
550
Crossmark Global Holdings
Texas
$424K +$25.8K +70 +6%