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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
451
Steward Partners Investment Advisory
New York
$762K +$17.2K +96 +2%
CT
452
Caldwell Trust
Florida
$762K -$22.2K -124 -3%
RCAG
453
Rehmann Capital Advisory Group
Michigan
$761K +$291K +1,625 +57%
IFS
454
Intelligent Financial Strategies
Minnesota
$756K
RIM
455
Regent Investment Management
Kentucky
$750K
MPPW
456
Mitchell & Pahl Private Wealth
Oklahoma
$746K +$17.6K +98 +2%
JCM
457
Jacobi Capital Management
Pennsylvania
$741K +$15.2K +85 +2%
AA
458
Ancora Advisors
Ohio
$740K -$45.7K -255 -6%
LKIM
459
Lawson Kroeker Investment Management
Nebraska
$739K +$19.7K +110 +3%
SIAP
460
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$738K -$101K -564 -11%
CCA
461
Checchi Capital Advisers
California
$738K +$4.84K +27 +0.6%
GT
462
Glenview Trust
Kentucky
$737K +$5.91K +33 +0.8%
CCG
463
Cypress Capital Group
Florida
$735K +$3.05K +17 +0.4%
NFGCM
464
Norman Fields Gottscho Capital Management
New York
$733K -$15.2K -85 -2%
PHS
465
Pekin Hardy Strauss
Illinois
$732K -$35.8K -200 -4%
AO
466
Advisor OS
Illinois
$716K +$40.7K +227 +6%
FANJ
467
Financial Architects (New Jersey)
New Jersey
$712K +$751K +4,190 New
BFS
468
Bradley Foster & Sargent
Connecticut
$706K -$1.07K -6 -0.1%
Asset Management One
469
Asset Management One
Japan
$703K -$90.7K -506 -11%
Allspring Global Investments
470
Allspring Global Investments
North Carolina
$700K +$338K +1,884 +84%
9WM
471
9258 Wealth Management
Ohio
$682K -$179 -1 -0%
Luther King Capital Management (LKCM)
472
Luther King Capital Management (LKCM)
Texas
$673K +$97.7K +545 +16%
CG
473
Caprock Group
Idaho
$672K -$74.4K -415 -10%
CA
474
Cetera Advisors
Colorado
$670K -$21.3K -119 -3%
WSTAM
475
Wilbanks Smith & Thomas Asset Management
Virginia
$669K