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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
526
WESPAC Advisors SoCal
California
$496K +$569K +1,545 New
OPW
527
Oxler Private Wealth
New York
$490K +$350K +951 +165%
Vanguard Personalized Indexing Management
528
Vanguard Personalized Indexing Management
California
$487K +$299K +813 +116%
BAAM
529
Baker Avenue Asset Management
California
$485K – – –
MA
530
Montag & Associates
Georgia
$482K – – –
CFO
531
Colony Family Offices
North Carolina
$479K +$548K +1,490 New
CAN
532
Claraphi Advisory Network
United States
$476K +$141K +383 +35%
PA
533
Procyon Advisors
Connecticut
$475K -$1.47K -4 -0.3%
FAM
534
Fulcrum Asset Management
United Kingdom
$475K – – –
AWA
535
Arkadios Wealth Advisors
Georgia
$475K +$153K +417 +39%
GAM
536
Griffin Asset Management
New York
$472K -$414K -1,124 -43%
KA
537
Kovack Advisors
Florida
$462K +$47.1K +128 +10%
KeyBank National Association
538
KeyBank National Association
Ohio
$462K +$162K +441 +44%
AAM
539
Azzad Asset Management
Virginia
$457K +$154K +418 +42%
MIM
540
Moseley Investment Management
Florida
$456K +$40.5K +110 +8%
LFAS
541
Level Four Advisory Services
Texas
$449K +$85.4K +232 +20%
SWA
542
Stratos Wealth Advisors
Ohio
$446K -$49K -133 -9%
Koshinski Asset Management
543
Koshinski Asset Management
Illinois
$443K +$70.7K +192 +16%
LNC
544
Lincoln National Corp
Pennsylvania
$441K +$184K +501 +57%
PVH
545
Psagot Value Holdings
Israel
$434K +$311K +844 +167%
CI
546
Cigna Investments
Connecticut
$432K -$99.4K -270 -17%
CCP
547
Corient Capital Partners
California
$430K -$3.68K -10 -0.7%
EP
548
Eudaimonia Partners
Tennessee
$430K +$30.5K +83 +7%
MCC
549
Malaga Cove Capital
California
$430K +$488K +1,325 New
BWP
550
Baldwin Wealth Partners
Massachusetts
$426K -$9.57K -26 -2%