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Name Holding Trade Value Shares
Change
Change in
Stake
HL
826
HeadInvest LLC
Maine
$5.7M +$14K +266 +0.2%
LPT
827
Legacy Private Trust
Wisconsin
$5.67M +$81.5K +1,550 +1%
CBB
828
Citizens Business Bank
California
$5.65M -$37.7K -716 -0.7%
SIS
829
Sound Income Strategies
Florida
$5.64M +$484K +9,193 +9%
MCP
830
Martin Capital Partners
Oregon
$5.64M +$37.7K +717 +0.7%
SC
831
Stolper & Co
Oklahoma
$5.63M +$68.3K +1,299 +1%
RIM
832
Redpoint Investment Management
Australia
$5.63M -$123K -2,346 -2%
APA
833
Allegiant Private Advisors
Florida
$5.61M -$817K -15,525 -13%
MIAN
834
Mariner Independent Advisor Network
Kansas
$5.59M +$315K +5,984 +6%
EWM
835
Empirical Wealth Management
Washington
$5.59M +$1.47M +27,977 +36%
CNC
836
Canandaigua National Corp
New York
$5.59M +$62.6K +1,190 +1%
DCP
837
Distillate Capital Partners
Illinois
$5.58M -$572K -10,882 -9%
CA
838
Cetera Advisors
Colorado
$5.58M +$209K +3,974 +4%
ECM
839
Everence Capital Management
Indiana
$5.58M -$322K -6,120 -5%
CBTWT
840
Community Bank & Trust (Waco, Texas)
Texas
$5.57M +$8.79K +167 +0.2%
MIA
841
MainStreet Investment Advisors
Illinois
$5.57M +$226K +4,290 +4%
EI
842
Ethic Inc
New York
$5.55M +$1.43M +27,102 +35%
HT
843
Heritage Trust
Oklahoma
$5.55M -$110K -2,099 -2%
1SB
844
1ST Source Bank
Indiana
$5.54M +$32.1K +611 +0.6%
CCP
845
Clarkston Capital Partners
Michigan
$5.53M +$31.7K +602 +0.6%
OC
846
Oppenheimer & Close
New York
$5.52M -$11.1K -211 -0.2%
BAM
847
Bell Asset Management
Australia
$5.5M -$35.9K -683 -0.7%
IAA
848
Independent Advisor Alliance
North Carolina
$5.48M +$1.29M +24,492 +31%
PMG
849
ProVise Management Group
Florida
$5.47M -$38.3K -728 -0.7%
BFPW
850
BOK Financial Private Wealth
Colorado
$5.46M +$236K +4,485 +5%