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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
751
Lakewood Asset Management
Illinois
$574K +$563K +2,367 New
BFG
752
Beacon Financial Group
Texas
$573K +$6.42K +27 +1%
Great Valley Advisor Group
753
Great Valley Advisor Group
Delaware
$569K -$3.33K -14 -0.6%
SF
754
Symphony Financial
Texas
$568K +$562K +2,363 New
Empirical Wealth Management
755
Empirical Wealth Management
Washington
$568K +$48.3K +203 +9%
BIA
756
Beacon Investment Advisors
Maryland
$566K +$555K +2,334 New
PGIM Custom Harvest
757
PGIM Custom Harvest
New Jersey
$563K +$553K +2,323 New
WR
758
WD Rutherford
Oregon
$558K -$40.4K -170 -7%
HBT
759
Heartland Bank & Trust
Illinois
$556K +$546K +2,296 New
Whittier Trust
760
Whittier Trust
California
$548K +$25.7K +108 +5%
Tokio Marine Asset Management
761
Tokio Marine Asset Management
Japan
$546K +$88.2K +371 +20%
SFB
762
STAR Financial Bank
Indiana
$545K +$535K +2,250 New
PK
763
Pflug Koory
Nebraska
$537K – – –
VHAM
764
Van Hulzen Asset Management
California
$534K -$16.7K -70 -3%
WCM
765
Washington Capital Management
Washington
$533K -$167K -700 -24%
MA
766
MJP Associates
Connecticut
$533K +$69.5K +292 +15%
ACS
767
Archford Capital Strategies
Illinois
$532K +$476 +2 +0.1%
CGL
768
Clarius Group LLC
Washington
$529K +$35K +147 +7%
Castleark Management
769
Castleark Management
Illinois
$528K – – –
KIA
770
KCM Investment Advisors
California
$527K -$8.32K -35 -2%
DMBA
771
Deseret Mutual Benefit Administrators
Utah
$521K -$343K -1,440 -40%
SCM
772
Stevens Capital Management
Pennsylvania
$521K +$511K +2,150 New
MA
773
MONECO Advisors
Connecticut
$521K +$951 +4 +0.2%
ACP
774
Aviance Capital Partners
Florida
$521K – – –
BWM
775
BlackDiamond Wealth Management
New York
$519K +$23.5K +99 +5%