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Name Holding Trade Value Shares
Change
Change in
Stake
AL
576
ADE LLC
Maryland
$579K
LC
577
Lincoln Capital
Nebraska
$569K +$53K +300 +10%
WAM
578
World Asset Management
Michigan
$567K -$55.1K -312 -9%
AFIA
579
America First Investment Advisors
Nebraska
$563K
LFAS
580
Level Four Advisory Services
Texas
$556K -$62.2K -352 -10%
HPC
581
HM Payson & Co
Maine
$556K -$11.3K -64 -2%
DWA
582
Douglass Winthrop Advisors
New York
$556K
IWN
583
Independent Wealth Network
Iowa
$554K +$554K +3,137 New
UCFA
584
United Capital Financial Advisors
Texas
$550K -$3K -17 -0.5%
VBCG
585
Valley Brook Capital Group
Pennsylvania
$543K -$6.18K -35 -1%
ONB
586
Old National Bancorp
Indiana
$543K
SFI
587
SPC Financial Inc
Maryland
$537K
PIMG
588
Patriot Investment Management Group
Tennessee
$535K
TTWM
589
TCV Trust & Wealth Management
Virginia
$533K +$283K +1,600 +103%
WC
590
Woodstock Corp
Massachusetts
$532K -$26.5K -150 -5%
CB
591
Community Bank
New York
$525K -$427K -2,419 -44%
PWLP
592
Prio Wealth Limited Partnership
Massachusetts
$525K
TCOT
593
Trust Company of Toledo
Ohio
$522K -$59.9K -339 -10%
WPC
594
Waters Parkerson & Co
Louisiana
$518K
VFA
595
Valeo Financial Advisors
Indiana
$518K +$15K +85 +3%
BWM
596
BerganKDV Wealth Management
Minnesota
$514K +$26.3K +149 +5%
BA
597
Bellwether Advisors
Nebraska
$511K +$534K +3,022 New
CF
598
Centaurus Financial
California
$508K
OC
599
Oakworth Capital
Alabama
$508K
AWAG
600
ARS Wealth Advisors Group
Florida
$506K +$528K +2,989 New