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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
826
Trust Asset Management
Texas
$656K +$142K +403 +30%
BFEC
827
Benjamin F. Edwards & Company
Missouri
$656K +$175K +497 +40%
SFS
828
Sowell Financial Services
Arkansas
$655K -$73K -208 -11%
RWA
829
Ropes Wealth Advisors
Massachusetts
$653K -$15.5K -44 -2%
Aristotle Capital Management
830
Aristotle Capital Management
California
$653K -$351 -1 -0.1%
HIM
831
Hillsdale Investment Management
Ontario, Canada
$653K +$12.3K +35 +2%
CIC
832
Carnegie Investment Counsel
Ohio
$652K +$77.3K +220 +15%
EAM
833
Evanson Asset Management
California
$648K
LNC
834
Lincoln National Corp
Pennsylvania
$647K +$33K +94 +6%
FMLI
835
Fukoku Mutual Life Insurance
Japan
$646K -$597K -1,700 -50%
CWM
836
Concentric Wealth Management
California
$646K
IIC
837
Integrated Investment Consultants
Michigan
$643K
TMAM
838
Tokio Marine Asset Management
Japan
$640K -$12.6K -36 -2%
NIP
839
Nicholas Investment Partners
California
$639K +$48.5K +138 +9%
CA
840
Clearstead Advisors
Ohio
$637K +$300K +853 +103%
LWM
841
Liberty Wealth Management
California
$635K +$422K +1,201 +240%
CCA
842
Conestoga Capital Advisors
Pennsylvania
$634K -$47.4K -135 -7%
IEFM
843
IQ EQ Fund Management
Ireland
$632K -$28.4K -81 -5%
DACG
844
Donor Advised Charitable Giving
California
$631K
FGAM
845
Financial Gravity Asset Management
Texas
$627K +$580K +1,652 New
AWP
846
Accretive Wealth Partners
New Jersey
$624K +$577K +1,644 New
ECM
847
Evergreen Capital Management
Washington
$617K +$570K +1,624 New
ACM
848
AlphaCrest Capital Management
New York
$614K +$106K +302 +23%
AFG
849
Albion Financial Group
Utah
$614K +$221K +628 +63%
UBV
850
United Bank (Virginia)
Virginia
$613K +$566K +1,613 New