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Name Holding Trade Value Shares
Change
Change in
Stake
LRIC
951
Long Road Investment Counsel
Michigan
$350K – – –
JFA
952
JNBA Financial Advisors
Minnesota
$348K – – –
BAS
953
Brown Advisory Securities
Maryland
$346K -$849K -3,876 -70%
HCM
954
Hengehold Capital Management
Ohio
$345K – – –
CB
955
Community Bank
New York
$340K -$11K -50 -3%
LNWTC
956
Laird Norton Wetherby Trust Company
Washington
$338K +$21.5K +98 +6%
DAS
957
Dynamic Advisor Solutions
Arizona
$338K +$43.2K +197 +14%
TSS
958
Two Sigma Securities
New York
$338K +$355K +1,619 New
SW
959
SlateStone Wealth
Florida
$337K – – –
AWM
960
Apollon Wealth Management
South Carolina
$335K -$23K -105 -6%
BFA
961
Beaumont Financial Advisors
Massachusetts
$335K +$48.4K +221 +16%
IP
962
Isthmus Partners
Wisconsin
$333K -$658 -3 -0.2%
GSC
963
G&S Capital
Colorado
$333K +$8.55K +39 +3%
MA
964
Montag & Associates
Georgia
$332K – – –
IA
965
Insight Advisors
Pennsylvania
$331K -$2.41K -11 -0.8%
AF
966
Affiance Financial
Minnesota
$331K – – –
OPS
967
Orion Portfolio Solutions
Nebraska
$329K +$18.2K +83 +6%
LOPW
968
Live Oak Private Wealth
North Carolina
$329K +$345K +1,575 New
HCMT
969
Highland Capital Management (Tennessee)
Tennessee
$328K – – –
1WA
970
180 Wealth Advisors
Washington
$326K -$4.82K -22 -1%
OIA
971
OneDigital Investment Advisors
Kansas
$326K +$4.38K +20 +1%
FWP
972
FAS Wealth Partners
Kansas
$324K +$658 +3 +0.2%
S
973
Seeyond
France
$323K -$459K -2,093 -57%
LL
974
LPWM LLC
Minnesota
$323K -$36.8K -168 -10%
DMBA
975
Deseret Mutual Benefit Administrators
Utah
$323K +$163K +746 +93%