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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
726
Deseret Mutual Benefit Administrators
Utah
$381K -$62.1K -343 -15%
FA
727
FDx Advisors
Illinois
$375K +$62.5K +345 +22%
HI
728
Harbour Investments
Wisconsin
$372K -$344K -1,900 -50%
MA
729
Mutual Advisors
Nebraska
$372K
TF
730
Tompkins Financial
New York
$372K
CAM
731
Cresset Asset Management
Illinois
$372K +$23.9K +132 +7%
AIP
732
Ameritas Investment Partners
Nebraska
$369K -$22.1K -122 -6%
SWMG
733
Sanchez Wealth Management Group
Florida
$368K -$22.6K -125 -6%
SCA
734
Sippican Capital Advisors
Massachusetts
$368K
SB
735
Simmons Bank
Arkansas
$366K -$30.6K -169 -8%
HCM
736
Hall Capital Management
Rhode Island
$363K -$9.05K -50 -3%
WCF
737
West Coast Financial
California
$363K +$40.4K +223 +13%
AOWM
738
Alpha Omega Wealth Management
Virginia
$362K
WP
739
WMS Partners
Maryland
$362K
SWM
740
Silverlake Wealth Management
Vermont
$361K +$338K +1,867 New
GD
741
Grandfield & Dodd
New York
$360K
FRA
742
Front Row Advisors
California
$358K
MSFS
743
Main Street Financial Solutions
Pennsylvania
$355K -$647K -3,571 -66%
BS
744
Bessemer Securities
New York
$355K +$30.4K +168 +10%
PP
745
PDT Partners
New York
$355K +$332K +1,834 New
NIC
746
Northwest Investment Counselors
Oregon
$354K
EFS
747
Essex Financial Services
Connecticut
$351K
AFC
748
AFT Forsyth & Company
Florida
$350K
PRC
749
Pearl River Capital
Michigan
$350K +$327K +1,808 New
VWM
750
Valley Wealth Managers
New Jersey
$348K +$31.3K +173 +11%