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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
701
Cullen/Frost Bankers
Texas
$409K -$36.5K -667 -8%
LCP
702
Legacy Capital Partners
Wisconsin
$409K
BHWM
703
Bar Harbor Wealth Management
New Hampshire
$408K
IAMOG
704
Investors Asset Management of Georgia
Georgia
$408K
IAA
705
Independent Advisor Alliance
North Carolina
$408K +$50.4K +922 +13%
WFA
706
West Financial Advisors
Iowa
$400K
IIM
707
Ipswich Investment Management
Massachusetts
$399K
BIA
708
BHK Investment Advisors
Alabama
$399K +$23.3K +426 +6%
SSWM
709
Smith Salley Wealth Management
North Carolina
$398K -$4.92K -90 -1%
AW
710
ACG Wealth
Georgia
$398K
DMBA
711
Deseret Mutual Benefit Administrators
Utah
$397K
KM
712
Kalos Management
Georgia
$396K -$875 -16 -0.2%
PA
713
Parallel Advisors
California
$392K +$34.1K +623 +9%
TA
714
Tiedemann Advisors
New York
$391K -$10.9K -200 -3%
RMC
715
Resources Management Corp
Connecticut
$391K
LIM
716
Longfellow Investment Management
Massachusetts
$388K
SBIA
717
Sheaff Brock Investment Advisors
Indiana
$383K -$21.9K -400 -5%
BIAS
718
Beacon Investment Advisory Services
New Jersey
$383K +$7.38K +135 +2%
EH
719
Equitable Holdings
New York
$383K +$21.9K +401 +6%
BCM
720
Bienville Capital Management
New York
$379K
BB
721
Busey Bank
Illinois
$377K
SHGA
722
Sand Hill Global Advisors
California
$376K -$20K -365 -5%
PFS
723
Physicians Financial Services
North Carolina
$376K -$5.47K -100 -1%
Bessemer Group
724
Bessemer Group
New Jersey
$375K +$161K +2,947 +69%
WA
725
WBH Advisory
Maryland
$374K -$10.9K -200 -3%