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Name Holding Trade Value Shares
Change
Change in
Stake
LNC
726
Lincoln National Corp
Pennsylvania
$354K +$10.6K +46 +4%
PWAG
727
Polaris Wealth Advisory Group
California
$354K +$52K +225 +20%
PAM
728
Peak Asset Management
Colorado
$350K -$28.9K -125 -9%
TFS
729
Thoroughbred Financial Services
Tennessee
$350K +$61.2K +265 +25%
HKAM
730
Horizon Kinetics Asset Management
New York
$350K +$309K +1,337 New
JWA
731
JFS Wealth Advisors
Pennsylvania
$344K – – –
PFM
732
Parsec Financial Management
North Carolina
$341K -$12K -52 -4%
SC
733
SouthState Corp
Florida
$338K -$12.2K -53 -4%
PFPT
734
Pinnacle Financial Partners (Tennessee)
Tennessee
$338K +$17.8K +77 +6%
RTC
735
Riverview Trust Company
Washington
$335K – – –
SAM
736
Sompo Asset Management
Japan
$335K +$296K +1,280 New
QCM
737
Quest Capital Management
Texas
$332K +$295K +1,276 New
NSIM
738
North Star Investment Management
Illinois
$329K – – –
IFWM
739
Institute for Wealth Management
Colorado
$328K +$290K +1,254 New
FAM
740
Flaharty Asset Management
Florida
$325K +$288K +1,245 New
SFA
741
Sequoia Financial Advisors
Ohio
$322K +$284K +1,230 New
SWAG
742
Spectrum Wealth Advisory Group
California
$321K +$284K +1,227 New
VCA
743
Verdence Capital Advisors
Maryland
$319K +$7.86K +34 +3%
BBNA
744
Bremer Bank National Association
Minnesota
$315K +$289K +1,252 New
AHB
745
Abner Herrman & Brock
New Jersey
$313K – – –
MA
746
Mutual Advisors
Nebraska
$312K -$5.08K -22 -2%
AW
747
Alpha Windward
Massachusetts
$312K – – –
RFM
748
Royal Fund Management
Florida
$312K – – –
Fisher Asset Management
749
Fisher Asset Management
Washington
$312K +$6.93K +30 +3%
OC
750
Oakworth Capital
Alabama
$310K – – –