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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
701
Baker Tilly Wealth Management
Wisconsin
$559K -$233K -351 -27%
GT
702
Glenview Trust
Kentucky
$557K +$304K +458 +94%
CSPIA
703
Cary Street Partners Investment Advisory
Virginia
$555K +$130K +196 +26%
LNC
704
Lincoln National Corp
Pennsylvania
$553K +$27.9K +42 +5%
NB
705
Norinchukin Bank
Japan
$550K -$122K -183 -16%
ARG
706
Advisory Resource Group
Oklahoma
$549K +$56.5K +85 +10%
CCM
707
Coldstream Capital Management
Washington
$546K +$1.33K +2 +0.2%
SFG
708
Synergy Financial Group
California
$544K -$33.2K -50 -5%
EFMC
709
Empire Financial Management Company
New York
$540K +$609K +917 New
1WA
710
180 Wealth Advisors
Washington
$539K +$42.5K +64 +8%
FAFN
711
First Affirmative Financial Network
Colorado
$539K -$11.3K -17 -2%
AC
712
Abbrea Capital
California
$536K +$664 +1 +0.1%
NAS
713
NWF Advisory Services
California
$535K +$34.5K +52 +6%
RBC
714
Romano Brothers & Co
Illinois
$532K +$78.4K +118 +15%
AWM
715
Avior Wealth Management
Nebraska
$529K
DC
716
Davenport & Co
Virginia
$526K -$139K -210 -19%
SBIA
717
Sheaff Brock Investment Advisors
Indiana
$526K
DDC
718
DF Dent & Co
Maryland
$524K +$23.2K +35 +4%
IP
719
Investment Partners
Ohio
$522K +$14.6K +22 +3%
SFO
720
Stokes Family Office
Louisiana
$517K -$74.4K -112 -11%
HCA
721
Harbour Capital Advisors
Virginia
$516K +$160K +241 +38%
KP
722
Keel Point
Alabama
$513K -$29.9K -45 -5%
MFG
723
Merit Financial Group
Georgia
$510K +$39.2K +59 +7%
GA
724
Geller Advisors
New York
$497K -$241K -363 -30%
BOS
725
Bank of Stockton
California
$495K +$559K +842 New