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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
951
JNBA Financial Advisors
Minnesota
$348K
BAS
952
Brown Advisory Securities
Maryland
$346K -$849K -3,876 -70%
HCM
953
Hengehold Capital Management
Ohio
$345K
CB
954
Community Bank
New York
$340K -$11K -50 -3%
LNWTC
955
Laird Norton Wetherby Trust Company
Washington
$338K +$21.5K +98 +6%
DAS
956
Dynamic Advisor Solutions
Arizona
$338K +$43.2K +197 +14%
TSS
957
Two Sigma Securities
New York
$338K +$355K +1,619 New
SW
958
SlateStone Wealth
Florida
$337K
AWM
959
Apollon Wealth Management
South Carolina
$335K -$23K -105 -6%
BFA
960
Beaumont Financial Advisors
Massachusetts
$335K +$48.4K +221 +16%
IP
961
Isthmus Partners
Wisconsin
$333K -$658 -3 -0.2%
GSC
962
G&S Capital
Colorado
$333K +$8.55K +39 +3%
MA
963
Montag & Associates
Georgia
$332K
IA
964
Insight Advisors
Pennsylvania
$331K -$2.41K -11 -0.8%
AF
965
Affiance Financial
Minnesota
$331K
OPS
966
Orion Portfolio Solutions
Nebraska
$329K +$18.2K +83 +6%
LOPW
967
Live Oak Private Wealth
North Carolina
$329K +$345K +1,575 New
HCMT
968
Highland Capital Management (Tennessee)
Tennessee
$328K
1WA
969
180 Wealth Advisors
Washington
$326K -$4.82K -22 -1%
OIA
970
OneDigital Investment Advisors
Kansas
$326K +$4.38K +20 +1%
FWP
971
FAS Wealth Partners
Kansas
$324K +$658 +3 +0.2%
S
972
Seeyond
France
$323K -$459K -2,093 -57%
LL
973
LPWM LLC
Minnesota
$323K -$36.8K -168 -10%
DMBA
974
Deseret Mutual Benefit Administrators
Utah
$323K +$163K +746 +93%
HNW
975
High Note Wealth
Minnesota
$322K +$339K +1,545 New