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Name Holding Trade Value Shares
Change
Change in
Stake
SW
726
StrongBox Wealth
Missouri
$743K +$428K +1,651 +165%
EBT
727
Enterprise Bank & Trust
Massachusetts
$729K
RWA
728
Ropes Wealth Advisors
Massachusetts
$727K -$282K -1,088 -31%
Vanguard Personalized Indexing Management
729
Vanguard Personalized Indexing Management
California
$715K +$243K +936 +58%
BB
730
Bell Bank
North Dakota
$713K +$13.2K +51 +2%
WC
731
Woodstock Corp
Massachusetts
$711K
BS
732
Bessemer Securities
New York
$707K +$655K +2,525 New
LNC
733
Lincoln National Corp
Pennsylvania
$705K -$75.8K -292 -10%
TNB
734
TCF National Bank
South Dakota
$704K -$1.07M -4,125 -62%
TCM
735
Tributary Capital Management
Nebraska
$702K
GAM
736
Griffin Asset Management
New York
$702K +$1.3K +5 +0.2%
HAG
737
HighPoint Advisor Group
Illinois
$702K +$30.9K +119 +5%
RWM
738
Ritholtz Wealth Management
New York
$702K +$63K +243 +11%
MAM
739
Martingale Asset Management
Massachusetts
$690K +$639K +2,462 New
SCI
740
Stableford Capital II
Arizona
$682K -$11.2K -43 -2%
LOPW
741
Live Oak Private Wealth
North Carolina
$680K +$215K +828 +52%
CA
742
Cetera Advisors
Colorado
$679K +$95K +366 +18%
TIAM2
743
Tru Independence Asset Management 2
Oregon
$675K +$625K +2,410 New
ZF
744
Zhang Financial
Michigan
$673K
CIAS
745
Capital Investment Advisory Services
North Carolina
$670K
MG
746
Mather Group
Illinois
$669K +$160K +618 +35%
PNAA
747
Pictet North America Advisors
Switzerland
$667K
FAM
748
Formidable Asset Management
Ohio
$661K
SGI
749
Summit Global Investments
Utah
$661K +$65.4K +252 +12%
OPS
750
Orion Portfolio Solutions
Nebraska
$658K +$229K +881 +60%