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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
801
Fenimore Asset Management
New York
$266K -$143K -425 -35%
GWM
802
GSB Wealth Management
Connecticut
$266K
YWP
803
YorkBridge Wealth Partners
New York
$264K
CAM
804
Cozad Asset Management
Illinois
$263K
LNC
805
Lincoln National Corp
Pennsylvania
$263K +$6.73K +20 +3%
LFM
806
LGT Fund Management
Liechtenstein
$262K
QCG
807
Quadrant Capital Group
Ohio
$262K
BHIA
808
Birch Hill Investment Advisors
Massachusetts
$260K
AWS
809
Atria Wealth Solutions
New York
$260K +$260K +772 New
GIA
810
Gateway Investment Advisers
Ohio
$259K -$58.5K -174 -18%
BHWM
811
Bar Harbor Wealth Management
New Hampshire
$258K
WP
812
WealthSource Partners
California
$257K -$5.38K -16 -2%
SB
813
Simmons Bank
Arkansas
$257K -$1.01K -3 -0.4%
AFS
814
Axiom Financial Strategies
Indiana
$255K
FF
815
FourThought Financial
Florida
$255K
KLCM
816
KG&L Capital Management
Louisiana
$253K -$86.1K -256 -25%
AC
817
Avenir Corporation
Virginia
$253K -$45.7K -136 -15%
SWP
818
Strategic Wealth Partners
Ohio
$253K +$252K +749 New
DMBA
819
Deseret Mutual Benefit Administrators
Utah
$251K -$105K -311 -30%
SHGA
820
Sand Hill Global Advisors
California
$251K -$19.8K -59 -7%
CA
821
Carson Advisory
Georgia
$250K
MAM
822
McLean Asset Management
Virginia
$249K +$4.04K +12 +2%
FPCP
823
Fort Point Capital Partners
California
$246K
LSA
824
Leonteq Securities AG
Switzerland
$245K +$92.1K +274 +61%
AAS
825
Avantax Advisory Services
Texas
$244K +$23.2K +69 +10%