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Name Holding Trade Value Shares
Change
Change in
Stake
PPSG
426
Princeton Portfolio Strategies Group
New Jersey
$781K +$128K +4,754 +22%
CBU
427
CIBC Bank USA
Illinois
$770K +$86.7K +3,218 +14%
Kayne Anderson Rudnick Investment Management
428
Kayne Anderson Rudnick Investment Management
California
$757K +$1.05K +39 +0.2%
FWM
429
Frontier Wealth Management
Missouri
$740K +$31.2K +1,157 +5%
BTNA
430
Bremer Trust National Association
Minnesota
$732K +$19.4K +719 +3%
SBWM
431
Sunflower Bank Wealth Management
Arizona
$730K
OIA
432
Optimum Investment Advisors
Illinois
$717K +$12.8K +475 +2%
HCM
433
Howland Capital Management
Massachusetts
$706K -$81.5K -3,023 -11%
LBC
434
Lowe Brockenbrough & Co
Virginia
$697K -$81.7K -3,031 -12%
BAC
435
Boys Arnold & Co
North Carolina
$697K +$629K +23,336 New
CCA
436
Checchi Capital Advisers
California
$694K +$61.5K +2,281 +11%
CFA
437
CT Financial Advisors
Pennsylvania
$692K -$57.6K -2,137 -8%
RCAG
438
Rehmann Capital Advisory Group
Michigan
$692K +$90.4K +3,356 +17%
SFG
439
SevenBridge Financial Group
Pennsylvania
$691K +$623K +23,133 New
SBH
440
Segall Bryant & Hamill
Illinois
$676K
VWA
441
V Wealth Advisors
Kansas
$669K +$1.86K +69 +0.3%
CL
442
Choreo LLC
Illinois
$667K +$17.9K +666 +3%
FFA
443
First Foundation Advisors
California
$667K +$287K +10,652 +91%
MIM
444
Marco Investment Management
Georgia
$666K +$17.5K +650 +3%
BCP
445
Blue Chip Partners
Michigan
$660K -$91.5K -3,395 -13%
C
446
CFO4Life
Texas
$659K -$943 -35 -0.2%
DBIA
447
Dumont & Blake Investment Advisors
New Jersey
$657K
Pacer Advisors
448
Pacer Advisors
Pennsylvania
$657K
FMWA
449
Forvis Mazars Wealth Advisors
Missouri
$657K +$2.08K +77 +0.4%
WSFS
450
Wilmington Savings Fund Society
Delaware
$652K -$64.8K -2,404 -10%