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Name Holding Trade Value Shares
Change
Change in
Stake
CB
776
Cadence Bank
Mississippi
$617K +$10.1K +177 +2%
GC
777
Gilbert & Cook
Iowa
$616K -$58.8K -1,029 -8%
BWS
778
Buck Wealth Strategies
Colorado
$615K +$662K +11,587 New
IF
779
Intrua Financial
Texas
$615K -$800 -14 -0.1%
Blue Trust Inc
780
Blue Trust Inc
Georgia
$613K +$41.2K +721 +7%
Aptus Capital Advisors
781
Aptus Capital Advisors
Alabama
$607K +$18.5K +323 +3%
NFA
782
Northern Financial Advisors
Michigan
$604K -$10K -175 -2%
HB Wealth Management
783
HB Wealth Management
Georgia
$603K +$2.86K +50 +0.4%
IWA
784
IVC Wealth Advisors
Pennsylvania
$603K +$87.8K +1,537 +16%
MAM
785
Mystic Asset Management
Rhode Island
$602K -$261K -4,571 -29%
Pallas Capital Advisors
786
Pallas Capital Advisors
Massachusetts
$602K +$30.5K +533 +5%
WBWA
787
William B. Walkup & Associates
South Carolina
$601K +$647K +11,323 New
SW
788
SlateStone Wealth
Florida
$600K +$81.6K +1,428 +14%
PH
789
Pinnacle Holdings
Oklahoma
$598K -$2.11K -37 -0.3%
SBIA
790
Sheaff Brock Investment Advisors
Indiana
$598K -$17.5K -306 -3%
BFPW
791
BOK Financial Private Wealth
Colorado
$598K +$46.3K +810 +8%
AF
792
Advisornet Financial
Minnesota
$595K +$8.97K +157 +1%
Allworth Financial
793
Allworth Financial
California
$592K -$608K -10,643 -49%
DMKJ
794
David M. Knott Jr
$591K – – –
TC
795
TownSquare Capital
Utah
$588K -$571 -10 -0.1%
GAMMA Investing
796
GAMMA Investing
California
$588K +$233K +4,077 +58%
DBRC
797
D.B. Root & Company
Pennsylvania
$586K -$728K -12,739 -54%
Level Four Advisory Services
798
Level Four Advisory Services
Texas
$583K -$23.7K -414 -4%
OFS
799
OMC Financial Services
New York
$581K -$10.5K -183 -2%
IIM
800
InTrack Investment Management
Vermont
$576K -$696K -12,191 -53%