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Name Holding Trade Value Shares
Change
Change in
Stake
WG
701
Wealth Group
North Carolina
$769K +$763K +3,956 New
Lincoln National Corp
702
Lincoln National Corp
Pennsylvania
$765K +$16K +83 +2%
TRIA
703
Trail Ridge Investment Advisors
Colorado
$763K – – –
PWG
704
Portside Wealth Group
Utah
$762K +$755K +3,916 New
FMB
705
Field & Main Bank
Kentucky
$760K -$68.7K -356 -8%
VFIC
706
Valley Forge Investment Consultants
Pennsylvania
$760K – – –
BDWCC
707
B&D White Capital Company
Texas
$759K +$752K +3,900 New
DA
708
Dillon & Associates
Michigan
$756K +$85.1K +441 +13%
Raymond James Trust
709
Raymond James Trust
Florida
$753K +$44.4K +230 +6%
SVWAG
710
Sound View Wealth Advisors Group
Georgia
$751K +$38.4K +199 +5%
Ritholtz Wealth Management
711
Ritholtz Wealth Management
New York
$751K +$27.6K +143 +4%
Aptus Capital Advisors
712
Aptus Capital Advisors
Alabama
$750K +$52.1K +270 +8%
Los Angeles Capital Management
713
Los Angeles Capital Management
California
$750K -$3.77M -19,560 -84%
FTC
714
Farmers Trust Company
Ohio
$749K +$55.4K +287 +8%
Livforsakringsbolaget Skandia
715
Livforsakringsbolaget Skandia
Sweden
$749K – – –
Dana Investment Advisors
716
Dana Investment Advisors
Wisconsin
$746K +$338K +1,752 +84%
NAMP
717
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$739K – – –
SFI
718
SPC Financial Inc
Maryland
$735K +$14.5K +75 +2%
First Command Advisory Services
719
First Command Advisory Services
Texas
$735K – – –
CCG
720
Cypress Capital Group
Florida
$732K +$437K +2,263 +151%
Pinnacle Financial Partners (Tennessee)
721
Pinnacle Financial Partners (Tennessee)
Tennessee
$731K -$23.7K -123 -3%
Leonteq Securities AG
722
Leonteq Securities AG
Switzerland
$730K +$66.7K +346 +10%
FCM
723
Fairbanks Capital Management
California
$720K +$714K +3,704 New
DI
724
Diligent Investors
California
$719K +$386 +2 +0.1%
HM Payson & Co
725
HM Payson & Co
Maine
$717K – – –