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Name Holding Trade Value Shares
Change
Change in
Stake
AO
826
Advisor OS
Illinois
$359K +$54.4K +232 +17%
EH
827
Equitable Holdings
New York
$359K +$78.5K +335 +26%
EM
828
Excalibur Management
Massachusetts
$358K
IAS
829
Investment Advisory Services
Texas
$357K -$20.9K -89 -5%
BCP
830
Blue Chip Partners
Michigan
$357K +$7.03K +30 +2%
SSWG
831
Seven Springs Wealth Group
Tennessee
$355K
ACA
832
Atlas Capital Advisors
Wyoming
$354K -$38.2K -163 -9%
PWLP
833
Prio Wealth Limited Partnership
Massachusetts
$354K -$23.4K -100 -6%
AA
834
Ancora Advisors
Ohio
$354K
AA
835
ALPS Advisors
Colorado
$352K +$69.6K +297 +23%
LNC
836
Lincoln National Corp
Pennsylvania
$350K +$24.8K +106 +7%
CG
837
Caprock Group
Idaho
$348K -$30K -128 -8%
LB
838
Legacy Bridge
Iowa
$348K
CGL
839
Clarius Group LLC
Washington
$348K +$7.97K +34 +2%
SF
840
Synovus Financial
Georgia
$345K +$3.52K +15 +1%
MLIC
841
Mandatum Life Insurance Company
Finland
$344K +$1.41K +6 +0.4%
HIA
842
Harbor Investment Advisory
Maryland
$343K
IP
843
Innovative Portfolios
Indiana
$343K +$109K +465 +42%
GT
844
Glenview Trust
Kentucky
$342K -$16.4K -70 -4%
ATIA
845
American Trust Investment Advisors
New Hampshire
$341K +$5.86K +25 +2%
SWM
846
SeaCrest Wealth Management
New York
$339K +$53.2K +227 +18%
ACM
847
Alethea Capital Management
Washington
$337K
AB
848
Atlas Brown
Kentucky
$337K
IFG
849
Independent Financial Group
California
$336K +$32.6K +139 +10%
MG
850
Mather Group
Illinois
$336K -$29.5K -126 -8%