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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1026
Boston Family Office
Massachusetts
$3.58M -$38.4K -730 -1%
LNC
1027
Lincoln National Corp
Pennsylvania
$3.58M +$136K +2,592 +4%
BO
1028
BRR OpCo
Ohio
$3.58M -$48.2K -917 -1%
PG
1029
Patten Group
Tennessee
$3.58M +$67K +1,274 +2%
PWM
1030
PRW Wealth Management
Massachusetts
$3.58M +$3.55M +67,477 New
AP
1031
Appleton Partners
Massachusetts
$3.57M +$12.9K +245 +0.4%
ISWM
1032
Independent Solutions Wealth Management
New York
$3.57M +$380K +7,231 +12%
TC
1033
Telemus Capital
Michigan
$3.57M -$118K -2,251 -3%
CM
1034
Crestline Management
Texas
$3.55M +$3.52M +67,000 New
MCM
1035
Murphy Capital Management
New Jersey
$3.54M +$112K +2,137 +3%
DHFB
1036
Dixon Hubard Feinour & Brown
Virginia
$3.52M -$71.5K -1,360 -2%
PR
1037
Payden & Rygel
California
$3.52M +$668K +12,700 +24%
BAM
1038
Blueshift Asset Management
New Jersey
$3.52M +$3.49M +66,363 New
SFG
1039
Snider Financial Group
Washington
$3.5M +$3.43M +65,205 New
BC
1040
Bartlett & Co
Ohio
$3.49M -$180K -3,425 -5%
BCWM
1041
Bartlett & Co Wealth Management
Ohio
$3.49M -$180K -3,425 -5%
DCM
1042
Delta Capital Management
New Jersey
$3.49M -$13.7K -260 -0.4%
VFA
1043
Valeo Financial Advisors
Indiana
$3.48M -$124K -2,357 -3%
SYBT
1044
Stock Yards Bank & Trust
Kentucky
$3.48M -$303K -5,767 -8%
MHS
1045
M Holdings Securities
Oregon
$3.45M -$1.13M -21,530 -25%
BMA
1046
Brooks Moore & Associates
Tennessee
$3.45M +$108K +2,060 +3%
EWM
1047
Edge Wealth Management
New York
$3.45M -$892K -16,950 -21%
EF
1048
Empirical Finance
Pennsylvania
$3.45M -$236K -4,494 -6%
HCM
1049
Highlander Capital Management
New Jersey
$3.44M -$30.2K -575 -0.9%
OSNBOA
1050
Old Second National Bank of Aurora
Illinois
$3.43M -$547K -10,391 -14%