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Name Holding Trade Value Shares
Change
Change in
Stake
LC
826
LCNB Corp
Ohio
$629K – – –
FRA
827
Frank Rimerman Advisors
California
$627K -$36K -208 -5%
KDA
828
Kraft Davis & Associates
Missouri
$626K -$519 -3 -0.1%
BWM
829
Bullock Wealth Management
Indiana
$622K +$100K +579 +19%
SIP
830
Stoneridge Investment Partners
Pennsylvania
$622K +$526K +3,041 New
SSW
831
Smith Shellnut Wilson
Mississippi
$620K +$6.57K +38 +1%
SBFM
832
S-Bank Fund Management
Finland
$616K +$189K +1,091 +43%
SCM
833
Schnieders Capital Management
California
$613K +$623K +3,602 New
ECM
834
Everence Capital Management
Indiana
$612K – – –
HSA
835
HBK Sorce Advisory
Pennsylvania
$612K +$14.9K +86 +3%
OIA
836
OneDigital Investment Advisors
Kansas
$610K -$64K -370 -9%
KF
837
Krilogy Financial
Missouri
$609K +$15.6K +90 +3%
SS
838
SBI Securities
Japan
$603K +$160K +928 +35%
RBC
839
Romano Brothers & Co
Illinois
$602K -$17.3K -100 -3%
DL
840
Dockside LLC
New York
$600K +$610K +3,526 New
SWP
841
Sagespring Wealth Partners
Tennessee
$596K +$38.4K +222 +7%
I
842
INVST
Indiana
$592K +$3.46K +20 +0.6%
PE
843
PCM Encore
Colorado
$591K -$30.1K -174 -5%
PSA
844
Plum Street Advisors
Louisiana
$589K – – –
AO
845
Advisor OS
Illinois
$589K -$53.1K -307 -8%
AWCI
846
Alpine Woods Capital Investors
New York
$588K -$864 -5 -0.1%
AC
847
AXQ Capital
New Jersey
$588K +$598K +3,458 New
TP
848
Tranquility Partners
Tennessee
$587K -$25.4K -147 -4%
CPBTD
849
Central Pacific Bank - Trust Division
Hawaii
$585K – – –
CCG
850
Cypress Capital Group
Florida
$583K +$1.73K +10 +0.3%