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Name Holding Trade Value Shares
Change
Change in
Stake
AB
526
Atlas Brown
Kentucky
$395K -$206K -1,550 -35%
LNC
527
Lincoln National Corp
Pennsylvania
$394K +$86.3K +650 +29%
HTC
528
Haverford Trust Company
Pennsylvania
$393K
FL
529
Fort LP
Maryland
$393K -$97.4K -733 -20%
FM
530
Foster & Motley
Ohio
$389K -$95.6K -720 -20%
Lido Advisors
531
Lido Advisors
California
$388K
AAM
532
Advisors Asset Management
Colorado
$383K -$101K -761 -21%
CCM
533
Coldstream Capital Management
Washington
$383K +$376K +2,827 New
NFG
534
Nations Financial Group
Iowa
$380K +$373K +2,805 New
EFS
535
Essex Financial Services
Connecticut
$378K +$133 +1 +0%
AWM
536
Apollon Wealth Management
South Carolina
$376K -$12K -90 -3%
MWPCG
537
Measured Wealth Private Client Group
New Hampshire
$374K
UAML
538
US Asset Management LLC
Pennsylvania
$372K +$365K +2,749 New
FNBT
539
FineMark National Bank & Trust
Florida
$370K
FNFDCM
540
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$370K +$26.6K +200 +8%
MSFS
541
Main Street Financial Solutions
Pennsylvania
$370K +$40K +301 +12%
GWA
542
GGM Wealth Advisors
Maryland
$369K
DC
543
Diametric Capital
Massachusetts
$368K +$361K +2,718 New
FC
544
FORA Capital
Florida
$365K -$1.04M -7,810 -74%
KI
545
Kula Investments
Illinois
$364K +$357K +2,690 New
PR
546
Payden & Rygel
California
$363K
TTWM
547
TCV Trust & Wealth Management
Virginia
$354K
CHP
548
Cable Hill Partners
Oregon
$352K +$7.97K +60 +2%
CA
549
Cullinan Associates
Kentucky
$351K +$344K +2,593 New
LFG
550
Larson Financial Group
Missouri
$350K -$22.6K -170 -6%