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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
701
Tributary Capital Management
Nebraska
$278K -$10.3K -40 -3%
IFG
702
Independent Financial Group
California
$277K +$103K +400 +53%
WTA
703
Washington Trust Advisors
Massachusetts
$276K +$296K +1,151 New
DWM
704
Defined Wealth Management
Oregon
$273K – – –
FTDI
705
First Trust Direct Indexing
Massachusetts
$270K -$30.6K -119 -10%
WPW
706
Waldron Private Wealth
Pennsylvania
$270K -$12.1K -47 -4%
BB
707
Bell Bank
North Dakota
$270K – – –
MCM
708
MAI Capital Management
Ohio
$269K -$22.1K -86 -7%
LNC
709
Lincoln National Corp
Pennsylvania
$269K +$9.26K +36 +3%
DT
710
Diversified Trust
Tennessee
$268K -$70.5K -274 -20%
VCG
711
Vantage Consulting Group
Virginia
$268K +$78.4K +305 +38%
SA
712
Syntax Advisors
New York
$268K +$287K +1,118 New
SC
713
Savant Capital
Illinois
$267K -$32.9K -128 -10%
IWM
714
IHT Wealth Management
Illinois
$267K -$8.48K -33 -3%
CC
715
Courier Capital
New York
$265K – – –
CA
716
Cullinan Associates
Kentucky
$264K -$682K -2,654 -71%
WJWM
717
Williams Jones Wealth Management
New York
$263K -$6.43K -25 -2%
IA
718
IFG Advisory
Georgia
$260K – – –
IAA
719
Independent Advisor Alliance
North Carolina
$259K -$82.3K -320 -23%
NHC
720
Nicholas Hoffman & Company
Georgia
$258K +$13.6K +53 +5%
MPM
721
MBB Public Markets
Illinois
$254K +$273K +1,060 New
NFSG
722
Newbridge Financial Services Group
Florida
$251K +$64.3K +250 +31%
YWP
723
YorkBridge Wealth Partners
New York
$249K -$771 -3 -0.3%
GC
724
Gratus Capital
Georgia
$249K +$514 +2 +0.2%
MPI
725
Mairs & Power Inc
Minnesota
$246K – – –