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Name Holding Trade Value Shares
Change
Change in
Stake
OC
776
Oakworth Capital
Alabama
$598K – – –
ZIMP
777
Zimmermann Investment Management & Planning
Pennsylvania
$594K -$7.72K -40 -1%
Jones Financial Companies
778
Jones Financial Companies
Missouri
$592K +$357K +1,849 +155%
UF
779
Univest Financial
Pennsylvania
$589K -$964 -5 -0.2%
NEOS Investment Management
780
NEOS Investment Management
Connecticut
$589K +$175K +906 +43%
ATC
781
Argent Trust Co
Tennessee
$588K +$56.7K +294 +11%
WA
782
WBH Advisory
Maryland
$587K -$58.3K -302 -9%
FNA
783
First National Advisers
Nebraska
$584K – – –
LC
784
Lincoln Capital
Nebraska
$583K – – –
WPC
785
Waters Parkerson & Co
Louisiana
$582K – – –
FHA
786
Flagship Harbor Advisors
Massachusetts
$581K +$46.1K +239 +9%
SCI
787
Stableford Capital II
Arizona
$577K +$572K +2,965 New
BB
788
Burford Brothers
Texas
$573K -$61.5K -319 -10%
FNBOH
789
First National Bank of Hutchinson
Kansas
$571K +$566K +2,934 New
Hardman Johnston Global Advisors
790
Hardman Johnston Global Advisors
Connecticut
$564K – – –
Avior Wealth Management
791
Avior Wealth Management
Nebraska
$562K +$466K +2,415 +509%
Bragg Financial Advisors
792
Bragg Financial Advisors
North Carolina
$561K +$38.4K +199 +7%
CCP
793
Cassia Capital Partners
North Carolina
$559K +$199K +1,030 +56%
MSAM
794
Moloney Securities Asset Management
Missouri
$555K +$216K +1,120 +65%
Robertson Stephens Wealth Management
795
Robertson Stephens Wealth Management
California
$553K -$1.8M -9,356 -77%
OneDigital Investment Advisors
796
OneDigital Investment Advisors
Kansas
$552K +$53K +275 +11%
Nicholas Hoffman & Company
797
Nicholas Hoffman & Company
Georgia
$549K +$49.2K +255 +10%
United Capital Financial Advisors
798
United Capital Financial Advisors
Texas
$548K -$43K -223 -7%
CF
799
Concorde Financial
Texas
$543K -$1.8M -9,342 -77%
SCI
800
Silver Coast Investments
United States
$543K +$83.3K +432 +18%