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Name Holding Trade Value Shares
Change
Change in
Stake
LNB
376
Ledyard National Bank
$355K +$7.11K +100 +2%
FDS
377
First Dallas Securities
Texas
$354K -$32K -450 -9%
WS
378
Wedbush Securities
California
$352K +$140K +1,971 +71%
BPA
379
Beacon Pointe Advisors
California
$351K +$81.7K +1,149 +32%
William Blair & Company
380
William Blair & Company
Illinois
$350K +$17.9K +252 +6%
IIC
381
Ironwood Investment Counsel
Arizona
$345K – – –
SIA
382
Schechter Investment Advisors
Michigan
$344K -$3.06K -43 -0.9%
AssetMark Inc
383
AssetMark Inc
California
$337K +$108K +1,512 +50%
BCM
384
Bayesian Capital Management
New York
$333K +$320K +4,500 New
FMWA
385
Forvis Mazars Wealth Advisors
Missouri
$331K +$5.33K +75 +2%
ICG
386
InterOcean Capital Group
Tennessee
$326K -$3.56K -50 -1%
BCM
387
Brookstone Capital Management
Illinois
$322K -$2.35K -33 -0.8%
PAG
388
Private Advisor Group
New Jersey
$320K -$72K -1,012 -19%
OC
389
Oppenheimer & Co
New York
$318K -$1.78K -25 -0.6%
MAS
390
Meeder Advisory Services
Ohio
$316K +$41K +576 +16%
NA
391
NewEdge Advisors
Louisiana
$316K +$208K +2,922 +217%
MWC
392
MBM Wealth Consultants
Missouri
$315K – – –
IMCOOI
393
Investment Management Corp of Ontario (IMCO)
Canada
$310K -$135K -1,900 -31%
TA
394
Tectonic Advisors
Texas
$309K +$45.2K +636 +18%
AIM
395
Acropolis Investment Management
Missouri
$308K -$93.8K -1,319 -24%
LWA
396
Lowe Wealth Advisors
Maryland
$306K – – –
Capstone Investment Advisors
397
Capstone Investment Advisors
New York
$306K -$13.7K -192 -4%
Legacy Financial Group (Iowa)
398
Legacy Financial Group (Iowa)
Iowa
$305K +$294K +4,130 New
CAMG
399
CWA Asset Management Group
Florida
$304K -$60.3K -848 -17%
SW
400
SkyOak Wealth
Michigan
$303K – – –