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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1051
Oxford Financial Group
Indiana
$1.19M -$31.9K -140 -2%
WA
1052
Waddell & Associates
Tennessee
$1.19M +$730K +3,204 +116%
FRA
1053
Frank Rimerman Advisors
California
$1.19M +$70.8K +311 +5%
SB
1054
Simmons Bank
Arkansas
$1.19M -$72.9K -320 -5%
TIAA Trust, National Association
1055
TIAA Trust, National Association
North Carolina
$1.19M -$45.2M -198,305 -97%
BP
1056
BBR Partners
New York
$1.18M +$65.6K +288 +5%
HAM
1057
Harmony Asset Management
Arizona
$1.18M +$20.5K +90 +2%
CCA
1058
Checchi Capital Advisers
California
$1.17M +$115K +507 +9%
RBA
1059
Richard Bernstein Advisors
New York
$1.16M +$1.33M +5,847 New
RC
1060
Roundview Capital
New Jersey
$1.16M +$557K +2,446 +72%
FWCM
1061
Ferguson Wellman Capital Management
Oregon
$1.16M -$60.3K -265 -4%
VCM
1062
Vivaldi Capital Management
Illinois
$1.16M -$114K -500 -8%
ACM
1063
Appalachian Capital Management
Ohio
$1.15M +$97.9K +430 +8%
IB
1064
Intrust Bank
Kansas
$1.14M +$98.4K +432 +8%
EPW
1065
Evolve Private Wealth
California
$1.13M +$460K +2,020 +55%
LHC
1066
Little House Capital
Massachusetts
$1.13M -$23.5K -103 -2%
GI
1067
Gradient Investments
Minnesota
$1.12M +$102K +448 +9%
CFCI
1068
Comprehensive Financial Consultants Institutional
Indiana
$1.12M
AWAU
1069
Alliance Wealth Advisors (Utah)
Utah
$1.12M -$600K -2,634 -32%
LWAM
1070
Legacy Wealth Asset Management
Minnesota
$1.12M +$3.19K +14 +0.3%
HWM
1071
HRC Wealth Management
Idaho
$1.12M
SWK
1072
Stephen W. Kidder
$1.11M
PCA
1073
Pallas Capital Advisors
Massachusetts
$1.11M +$569K +2,498 +81%
V
1074
ViaWealth
Kansas
$1.11M +$719K +3,157 +129%
WIM
1075
Westside Investment Management
California
$1.11M -$18.2K -80 -1%