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Name Holding Trade Value Shares
Change
Change in
Stake
HA
551
Harfst & Associates
Wyoming
$1.11M -$1.51M -21,644 -59%
MNBTD
552
Moody National Bank Trust Division
Texas
$1.1M -$2.16K -31 -0.2%
SAM
553
Silvercrest Asset Management
New York
$1.09M -$74.3K -1,066 -7%
MSWM
554
McGlone Suttner Wealth Management
Wisconsin
$1.09M +$174K +2,492 +20%
AWA
555
Arete Wealth Advisors
Illinois
$1.08M -$68.2K -979 -6%
RCA
556
Ranch Capital Advisors
Florida
$1.07M +$8.71K +125 +0.9%
Acadian Asset Management
557
Acadian Asset Management
Massachusetts
$1.05M +$992K +14,229 New
LNC
558
Lincoln National Corp
Pennsylvania
$1.05M +$141K +2,026 +17%
PWP
559
Precedent Wealth Partners
Texas
$1.05M +$83.6K +1,200 +9%
SACTSONJ
560
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.04M
HAG
561
HighPoint Advisor Group
Illinois
$1.04M -$43.3K -621 -4%
CL
562
Choreo LLC
Illinois
$1.02M +$173K +2,478 +22%
GC
563
Gilbert & Cook
Iowa
$1.02M -$5.09K -73 -0.5%
BC
564
Barrett & Company
Rhode Island
$1.02M -$17.9K -257 -2%
MC
565
Machina Capital
France
$1.02M +$957K +13,727 New
MAS
566
Meeder Advisory Services
Ohio
$1.02M +$28.8K +413 +3%
JF
567
Jump Financial
Illinois
$1.01M +$952K +13,656 New
PP
568
Paloma Partners
Connecticut
$1.01M +$788K +11,305 +493%
FFM
569
Forum Financial Management
Illinois
$1.01M +$139 +2 +0%
JCM
570
Jacobi Capital Management
Pennsylvania
$1M -$332K -4,758 -26%
LNWWM
571
Laird Norton Wetherby Wealth Management
California
$999K +$5.3K +76 +0.6%
Carson Wealth (CWM LLC)
572
Carson Wealth (CWM LLC)
Nebraska
$996K +$65.7K +942 +8%
GS
573
GTS Securities
Florida
$992K +$57.7K +828 +7%
CA
574
Claro Advisors
Massachusetts
$984K +$926K +13,279 New
NSEDCP
575
NJ State Employees Deferred Compensation Plan
New Jersey
$979K