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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
976
HL Financial Services
Kentucky
$8.63M +$703K +7,480 +10%
CICI
977
Capital Investment Counsel Inc
North Carolina
$8.57M -$73.3K -780 -0.9%
BP
978
Broadleaf Partners
Ohio
$8.57M +$765K +8,140 +11%
DR
979
Davis Rea
Ontario, Canada
$8.57M -$149K -1,580 -2%
YWP
980
YorkBridge Wealth Partners
New York
$8.56M -$3.21M -34,160 -29%
ANTB
981
AMG National Trust Bank
Colorado
$8.56M -$175K -1,860 -2%
S
982
SignatureFD
Georgia
$8.56M +$480K +5,100 +6%
JWBC
983
J.W. Burns & Co
New York
$8.55M +$145K +1,540 +2%
EWA
984
Exencial Wealth Advisors
Oklahoma
$8.54M +$946K +10,060 +13%
LNC
985
Lincoln National Corp
Pennsylvania
$8.47M +$1.54M +16,400 +24%
FA
986
FDx Advisors
Illinois
$8.46M +$406K +4,320 +5%
MCA
987
Morris Capital Advisors
Pennsylvania
$8.45M -$113K -1,200 -1%
AC
988
Alley Company
Illinois
$8.43M +$197K +2,100 +3%
CAM
989
Covenant Asset Management
New Jersey
$8.42M +$22.6K +240 +0.3%
1WA
990
180 Wealth Advisors
Washington
$8.41M +$1.88K +20 +0%
BP
991
BBR Partners
New York
$8.4M +$873K +9,280 +12%
DP
992
DDD Partners
Washington
$8.4M -$1.88K -20 -0%
GW
993
GW & Wade
Massachusetts
$8.39M -$13.2K -140 -0.2%
WAM
994
Wealthspire Advisors (Maryland)
Maryland
$8.39M -$184K -1,960 -2%
IWM
995
IHT Wealth Management
Illinois
$8.38M +$1.13M +12,060 +17%
CAM
996
Cozad Asset Management
Illinois
$8.36M -$700K -7,440 -8%
GFPC
997
Global Financial Private Capital
Florida
$8.34M +$220K +2,340 +3%
BC
998
Breakline Capital
New York
$8.33M -$3.11M -33,020 -28%
LWM
999
Lyell Wealth Management
California
$8.32M -$741K -7,880 -9%
CIA
1000
Choate Investment Advisors
Massachusetts
$8.3M -$24.4K -260 -0.3%