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Name Holding Trade Value Shares
Change
Change in
Stake
LNC
601
Lincoln National Corp
Pennsylvania
$416K +$1.04K +12 +0.3%
GIA
602
Gladstone Institutional Advisory
Florida
$409K +$49.7K +572 +14%
BFC
603
Bedel Financial Consulting
Indiana
$408K – – –
PIP
604
Peachtree Investment Partners
Florida
$408K +$16K +184 +4%
AIM
605
Anchor Investment Management
South Carolina
$406K – – –
FMBTD
606
First Midwest Bank Trust Division
Illinois
$404K -$20.8K -240 -5%
Rockefeller Capital Management
607
Rockefeller Capital Management
New York
$400K +$12.5K +144 +3%
BAS
608
Brown Advisory Securities
Maryland
$398K -$19.1K -220 -5%
SIA
609
SkyView Investment Advisors
New Jersey
$393K +$387K +4,452 New
H
610
HoyleCohen
California
$389K – – –
DC
611
Davenport & Co
Virginia
$388K – – –
CT
612
Cambridge Trust
Massachusetts
$382K -$33K -380 -8%
SNT
613
Security National Trust
West Virginia
$380K – – –
TI
614
Truepoint Inc
Ohio
$379K +$372K +4,284 New
Vanguard Personalized Indexing Management
615
Vanguard Personalized Indexing Management
California
$375K +$41.7K +480 +13%
GT
616
Greenleaf Trust
Michigan
$369K +$13.9K +160 +4%
NC
617
NovaPoint Capital
Georgia
$368K +$361K +4,160 New
GW
618
GW & Wade
Massachusetts
$367K -$21.9K -252 -6%
EWA
619
Exencial Wealth Advisors
Oklahoma
$367K +$61.1K +704 +20%
WP
620
WealthShield Partners
North Carolina
$367K +$77.5K +892 +27%
RCAG
621
Rehmann Capital Advisory Group
Michigan
$365K -$765K -8,808 -68%
VWM
622
Valley Wealth Managers
New Jersey
$364K – – –
SC
623
SouthState Corp
Florida
$363K -$35.8K -412 -9%
BTWM
624
Baker Tilly Wealth Management
Wisconsin
$361K +$355K +4,084 New
WT
625
Whittier Trust
California
$360K +$158K +1,824 +81%