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Name Holding Trade Value Shares
Change
Change in
Stake
OL
476
Optas LLC
Texas
$300K +$24.9K +495 +9%
DWT
477
Dorsey & Whitney Trust
South Dakota
$297K +$28.3K +563 +10%
LNC
478
Lincoln National Corp
Pennsylvania
$296K -$26.6K -529 -8%
GIA
479
Gladstone Institutional Advisory
Florida
$296K +$311K +6,195 New
EP
480
Eudaimonia Partners
Tennessee
$291K +$4.62K +92 +2%
APP
481
Avantax Planning Partners
Iowa
$289K
EWA
482
EP Wealth Advisors
California
$289K +$98.8K +1,967 +48%
ANRIA
483
American National Registered Investment Advisor
Texas
$285K
ETS
484
ESL Trust Services
New York
$284K
SYBT
485
Stock Yards Bank & Trust
Kentucky
$283K
TWP
486
Tempus Wealth Planning
California
$280K +$8.04K +160 +3%
WSC
487
Wellington Shields & Co
New York
$280K +$20.1K +400 +7%
DTL
488
Dynamic Technology Lab
Singapore
$280K +$295K +5,872 New
JCM
489
Jacobi Capital Management
Pennsylvania
$279K +$653 +13 +0.2%
TPCW
490
TD Private Client Wealth
New York
$278K -$75.1K -1,496 -20%
MWM
491
Meridian Wealth Management
Kentucky
$274K +$23.5K +467 +9%
JWCA
492
J.W. Cole Advisors
Florida
$272K -$33.3K -662 -10%
TCA
493
Transcend Capital Advisors
New Jersey
$271K -$42K -836 -13%
V
494
Veritable
Delaware
$269K -$70.1K -1,396 -20%
KOC
495
Koss-Olinger Consulting
Florida
$269K +$283K +5,632 New
FFA
496
Founders Financial Alliance
North Carolina
$268K
VVP
497
Venture Visionary Partners
Ohio
$267K -$2.41K -48 -0.8%
Fayez Sarofim & Co
498
Fayez Sarofim & Co
Texas
$266K
PFO
499
Pathstone Family Office
New Jersey
$265K -$77.7K -1,546 -22%
WCM
500
Washington Capital Management
Washington
$264K -$24.5K -488 -8%