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Name Holding Trade Value Shares
Change
Change in
Stake
CRCM
876
Corbett Road Capital Management
Virginia
$395K -$36.2K -145 -9%
CRI
877
Colonial River Investments
Virginia
$395K – – –
ATIA
878
American Trust Investment Advisors
New Hampshire
$391K +$1.25K +5 +0.3%
NFG
879
Next Financial Group
Texas
$390K -$11K -44 -3%
VHAM
880
Van Hulzen Asset Management
California
$390K +$7.5K +30 +2%
AB
881
Atlas Brown
Kentucky
$389K – – –
CGL
882
Clarius Group LLC
Washington
$388K +$3.5K +14 +0.9%
Glenview Trust
883
Glenview Trust
Kentucky
$387K +$250 +1 +0.1%
LB
884
Legacy Bridge
Iowa
$385K +$162K +650 +78%
FPB
885
First PREMIER Bank
South Dakota
$382K – – –
SFO
886
Standard Family Office
South Dakota
$382K – – –
ECM
887
EagleClaw Capital Management
Massachusetts
$380K +$3K +12 +0.8%
BDF
888
Balasa Dinverno & Foltz
$380K +$11.7K +47 +3%
Arkadios Wealth Advisors
889
Arkadios Wealth Advisors
Georgia
$379K +$137K +547 +60%
CB
890
Cadence Bank
Mississippi
$378K – – –
Dynamic Advisor Solutions
891
Dynamic Advisor Solutions
Arizona
$377K -$7.75K -31 -2%
WW
892
Waterfront Wealth
Kansas
$375K – – –
Lincoln National Corp
893
Lincoln National Corp
Pennsylvania
$374K +$6.5K +26 +2%
PMG
894
ProVise Management Group
Florida
$372K +$3.25K +13 +0.9%
FMT
895
First Mercantile Trust
Tennessee
$371K -$31.7K -127 -8%
CFD
896
Creative Financial Designs
Indiana
$371K +$12K +48 +3%
SWA
897
Sutton Wealth Advisors
Florida
$370K +$500 +2 +0.1%
Parallax Volatility Advisers
898
Parallax Volatility Advisers
California
$366K -$391K -1,565 -53%
Independent Financial Group
899
Independent Financial Group
California
$364K -$8.49K -34 -2%
AAM
900
Autus Asset Management
Arizona
$364K -$13.5K -54 -4%