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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1451
Cozad Asset Management
Illinois
$765K +$248K +5,152 +46%
SB
1452
Simmons Bank
Arkansas
$762K -$36.9K -766 -4%
GL
1453
Graypoint LLC
New York
$762K -$16.8K -349 -2%
NRS
1454
Neville Rodie & Shaw
New York
$762K – – –
UAML
1455
US Asset Management LLC
Pennsylvania
$762K +$6.55K +136 +0.8%
PPWP
1456
Proquility Private Wealth Partners
Nevada
$760K +$58.2K +1,208 +7%
AA
1457
Altrafin AG
$758K +$33.7K +700 +5%
RMC
1458
Regis Management Company
California
$757K – – –
MLA
1459
My Legacy Advisors
Oregon
$757K +$779K +16,165 New
ESCM
1460
Echo Street Capital Management
New York
$754K +$105K +2,172 +16%
WI
1461
Wintrust Investments
Illinois
$751K -$77K -1,599 -9%
APP
1462
Avantax Planning Partners
Iowa
$750K -$33.5K -695 -4%
DWM
1463
Doyle Wealth Management
Florida
$742K -$142K -2,954 -16%
OWA
1464
Outlook Wealth Advisors
Texas
$739K -$7.46K -155 -1%
FPAS
1465
Focus Partners Advisor Solutions
Missouri
$738K -$138K -2,859 -15%
TC
1466
Telemus Capital
Michigan
$735K -$237K -4,920 -24%
LFA
1467
Laraway Financial Advisors
Minnesota
$733K – – –
SBL
1468
Sargent Bickham Lagudis
Colorado
$730K +$92.8K +1,927 +14%
BIA
1469
Barry Investment Advisors
Massachusetts
$730K +$285K +5,926 +61%
KFP
1470
KB Financial Partners
New Jersey
$729K +$66.7K +1,384 +10%
IDBONY
1471
Israel Discount Bank of New York
New York
$728K -$51.4K -1,067 -6%
KFSC
1472
Keystone Financial Services (Colorado)
Colorado
$728K -$25.2K -524 -3%
BA
1473
Bridgewater Advisors
New York
$727K -$69.3K -1,439 -8%
IF
1474
Ironwood Financial
Arizona
$724K +$17.5K +363 +2%
CA
1475
Crumly & Associates
Illinois
$724K +$197K +4,085 +36%