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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1126
9258 Wealth Management
Ohio
$985K +$90.6K +1,438 +10%
LNC
1127
Lincoln National Corp
Pennsylvania
$984K +$94.1K +1,494 +11%
DPIM
1128
Duff & Phelps Investment Management
Illinois
$979K +$17K +270 +2%
RG
1129
Rathbones Group
United Kingdom
$977K +$6.55K +104 +0.7%
WEC
1130
Winslow Evans & Crocker
Massachusetts
$977K +$25.9K +411 +3%
GSC
1131
G&S Capital
Colorado
$973K +$900K +14,292 +2,111%
LWM
1132
Laidlaw Wealth Management
New York
$968K -$66.7K -1,059 -7%
APF
1133
Alaska Permanent Fund
Alaska
$967K – – –
KA
1134
Kintegral Advisory
New York
$960K – – –
WPP
1135
Whalerock Point Partners
Rhode Island
$959K -$147K -2,336 -14%
DBRC
1136
D.B. Root & Company
Pennsylvania
$958K -$4.16K -66 -0.4%
CGL
1137
Clarius Group LLC
Washington
$958K +$291K +4,627 +46%
FWM
1138
Frontier Wealth Management
Missouri
$954K -$2.76M -43,854 -75%
SSWM
1139
Sheets Smith Wealth Management
North Carolina
$952K +$558K +8,869 +153%
WIP
1140
Wellesley Investment Partners
Massachusetts
$950K -$110K -1,751 -11%
RPC
1141
Rossmore Private Capital
Connecticut
$950K +$104K +1,651 +13%
PTC
1142
Private Trust Company
Ohio
$950K +$106K +1,679 +13%
WQ
1143
Wealth Quarterback
New Jersey
$946K +$80.3K +1,275 +10%
SBIA
1144
Sheaff Brock Investment Advisors
Indiana
$945K +$31.9K +506 +4%
ABP
1145
Arthur B. Page
$945K +$32.7K +520 +4%
NCM
1146
Northside Capital Management
Oregon
$942K +$174K +2,760 +24%
EM
1147
ELCO Management
New York
$938K – – –
APW
1148
Aurora Private Wealth
New Jersey
$935K -$566K -8,995 -38%
SS
1149
Sunbelt Securities
Texas
$932K -$11.2M -177,507 -93%
VC
1150
Vicus Capital
Pennsylvania
$930K -$16.9K -269 -2%
44 45
46
47 48