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Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
701
St. Johns Investment Management
Florida
$655K +$85.9K +683 +17%
AWM
702
Avior Wealth Management
Nebraska
$647K -$41.1K -327 -7%
FWCM
703
Ferguson Wellman Capital Management
Oregon
$646K +$580K +4,609 New
WAM
704
Wealthspire Advisors (Maryland)
Maryland
$644K +$6.42K +51 +1%
WA
705
WBH Advisory
Maryland
$639K -$139K -1,108 -20%
IAA
706
Independent Advisor Alliance
North Carolina
$634K -$130K -1,034 -19%
CIP
707
Capital Insight Partners
Arizona
$634K +$569K +4,523 New
PTC
708
Private Trust Company
Ohio
$633K -$249K -1,981 -33%
SC
709
Sawyer & Company
Massachusetts
$633K – – –
SMC
710
Smith, Moore & Co
Missouri
$629K -$53.5K -425 -9%
DWT
711
Dorsey & Whitney Trust
South Dakota
$625K -$50.3K -400 -8%
EW
712
Evoke Wealth
California
$624K -$38K -302 -6%
MFG
713
MidWestOne Financial Group
Iowa
$623K -$21.9K -174 -4%
MFG
714
Monte Financial Group
Connecticut
$622K +$44.7K +355 +9%
LNC
715
Lincoln National Corp
Pennsylvania
$620K +$27.8K +221 +5%
QI
716
QS Investors
New York
$616K -$27K -215 -5%
AIC
717
Ameritas Investment Company
Nebraska
$610K +$2.52K +20 +0.5%
SPIA
718
Steward Partners Investment Advisory
New York
$603K +$72.2K +574 +15%
Acadian Asset Management
719
Acadian Asset Management
Massachusetts
$601K +$452K +3,594 +519%
MFS
720
Mirabella Financial Services
United Kingdom
$598K +$537K +4,267 New
NAM
721
North American Management
Massachusetts
$595K – – –
BRWM
722
B. Riley Wealth Management
Tennessee
$594K -$206K -1,639 -28%
LNWWM
723
Laird Norton Wetherby Wealth Management
California
$593K -$33.3K -265 -6%
TCM
724
TD Capital Management
Tennessee
$591K +$95.6K +760 +22%
CNAM
725
Campbell Newman Asset Management
Wisconsin
$587K -$1.38K -11 -0.3%