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Name Holding Trade Value Shares
Change
Change in
Stake
AB
876
Atlas Brown
Kentucky
$389K
CGL
877
Clarius Group LLC
Washington
$388K +$3.5K +14 +0.9%
GT
878
Glenview Trust
Kentucky
$387K +$250 +1 +0.1%
LB
879
Legacy Bridge
Iowa
$385K +$162K +650 +78%
FPB
880
First PREMIER Bank
South Dakota
$382K
SFO
881
Standard Family Office
South Dakota
$382K
ECM
882
EagleClaw Capital Management
Massachusetts
$380K +$3K +12 +0.8%
BDF
883
Balasa Dinverno & Foltz
$380K +$11.7K +47 +3%
AWA
884
Arkadios Wealth Advisors
Georgia
$379K +$137K +547 +60%
CB
885
Cadence Bank
Mississippi
$378K
DAS
886
Dynamic Advisor Solutions
Arizona
$377K -$7.75K -31 -2%
WW
887
Waterfront Wealth
Kansas
$375K
LNC
888
Lincoln National Corp
Pennsylvania
$374K +$6.5K +26 +2%
PMG
889
ProVise Management Group
Florida
$372K +$3.25K +13 +0.9%
FMT
890
First Mercantile Trust
Tennessee
$371K -$31.7K -127 -8%
CFD
891
Creative Financial Designs
Indiana
$371K +$12K +48 +3%
SWA
892
Sutton Wealth Advisors
Florida
$370K +$500 +2 +0.1%
IFG
893
Independent Financial Group
California
$364K -$8.49K -34 -2%
AAM
894
Autus Asset Management
Arizona
$364K -$13.5K -54 -4%
WAM
895
Wallington Asset Management
Indiana
$363K
PAM
896
Paradigm Asset Management
New York
$363K -$25K -100 -7%
VVP
897
Venture Visionary Partners
Ohio
$361K
WPP
898
Whalerock Point Partners
Rhode Island
$355K
BP
899
Ballentine Partners
Massachusetts
$355K -$120K -480 -26%
CFN
900
Cordasco Financial Network
Florida
$354K -$119K -475 -26%