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Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
676
Luther King Capital Management (LKCM)
Texas
$667K +$41.5K +61 +7%
KP
677
Keel Point
Alabama
$665K -$8.84K -13 -1%
AC
678
Abbrea Capital
California
$660K +$153K +225 +33%
WANY
679
Wealthspire Advisors (New York)
New York
$660K +$277K +408 +81%
AWM
680
Avior Wealth Management
Nebraska
$652K – – –
LNC
681
Lincoln National Corp
Pennsylvania
$651K -$160K -236 -21%
SBIA
682
Sheaff Brock Investment Advisors
Indiana
$648K +$13.6K +20 +2%
HNB
683
Huntington National Bank
Ohio
$646K +$394K +579 +185%
GLR
684
Great Lakes Retirement
Ohio
$642K +$34.7K +51 +6%
FFS
685
Founders Financial Securities
Maryland
$637K +$37.4K +55 +7%
Empower Advisory Group
686
Empower Advisory Group
Colorado
$634K -$42.8K -63 -7%
PCM
687
Peregrine Capital Management
Minnesota
$628K +$96.5K +142 +20%
PCMU
688
Paragon Capital Management (Utah)
Utah
$628K +$589K +866 New
IP
689
Investment Partners
Ohio
$627K +$124K +183 +27%
BC
690
Burney Company
Virginia
$627K +$8.16K +12 +1%
CWP
691
Capital Wealth Planning
Florida
$626K -$18.4K -27 -3%
1WA
692
180 Wealth Advisors
Washington
$625K -$23.1K -34 -4%
CF
693
Centaurus Financial
California
$625K -$42.8K -63 -7%
CWA
694
CM Wealth Advisors
Ohio
$624K +$591K +869 New
DA
695
Dillon & Associates
Michigan
$623K +$158K +232 +37%
NAS
696
NWF Advisory Services
California
$621K – – –
RCAG
697
Rehmann Capital Advisory Group
Michigan
$621K +$51K +75 +10%
DDC
698
DF Dent & Co
Maryland
$620K +$2.72K +4 +0.5%
EVM
699
Evelyn V. Moreno
$619K – – –
ARG
700
Advisory Resource Group
Oklahoma
$614K -$29.2K -43 -5%