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Name Holding Trade Value Shares
Change
Change in
Stake
NNP
726
Nachman Norwood & Parrott
South Carolina
$769K – – –
LPT
727
Legacy Private Trust
Wisconsin
$764K -$179K -690 -20%
LWMM
728
Legacy Wealth Management (Mississippi)
Mississippi
$759K -$11.4K -44 -2%
SMH
729
Sanders Morris Harris
Texas
$756K – – –
Conestoga Capital Advisors
730
Conestoga Capital Advisors
Pennsylvania
$747K – – –
RMC
731
Resources Management Corp
Connecticut
$744K – – –
SW
732
StrongBox Wealth
Missouri
$743K +$428K +1,651 +165%
EBT
733
Enterprise Bank & Trust
Massachusetts
$729K – – –
RWA
734
Ropes Wealth Advisors
Massachusetts
$727K -$282K -1,088 -31%
Vanguard Personalized Indexing Management
735
Vanguard Personalized Indexing Management
California
$715K +$243K +936 +58%
BB
736
Bell Bank
North Dakota
$713K +$13.2K +51 +2%
WC
737
Woodstock Corp
Massachusetts
$711K – – –
BS
738
Bessemer Securities
New York
$707K +$655K +2,525 New
Lincoln National Corp
739
Lincoln National Corp
Pennsylvania
$705K -$75.8K -292 -10%
TNB
740
TCF National Bank
South Dakota
$704K -$1.07M -4,125 -62%
TCM
741
Tributary Capital Management
Nebraska
$702K – – –
GAM
742
Griffin Asset Management
New York
$702K +$1.3K +5 +0.2%
HighPoint Advisor Group
743
HighPoint Advisor Group
Illinois
$702K +$30.9K +119 +5%
Ritholtz Wealth Management
744
Ritholtz Wealth Management
New York
$702K +$63K +243 +11%
Martingale Asset Management
745
Martingale Asset Management
Massachusetts
$690K +$639K +2,462 New
SCI
746
Stableford Capital II
Arizona
$682K -$11.2K -43 -2%
LOPW
747
Live Oak Private Wealth
North Carolina
$680K +$215K +828 +52%
Cetera Advisors
748
Cetera Advisors
Colorado
$679K +$95K +366 +18%
TIAM2
749
Tru Independence Asset Management 2
Oregon
$675K +$625K +2,410 New
ZF
750
Zhang Financial
Michigan
$673K – – –