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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1426
Ameritas Investment Company
Nebraska
$767K +$144K +961 +25%
SA
1427
SRH Advisors
Kansas
$766K +$449 +3 +0.1%
Simplicity Solutions
1428
Simplicity Solutions
Minnesota
$765K -$1.96M -13,116 -73%
TCBWMS
1429
Texas Capital Bank Wealth Management Services
Texas
$764K +$38.3K +256 +6%
Tokio Marine Asset Management
1430
Tokio Marine Asset Management
Japan
$764K +$126K +839 +21%
MBTD
1431
Mechanics Bank - Trust Department
California
$763K +$223K +1,489 +46%
AFC
1432
AFT Forsyth & Company
Florida
$762K -$26.6K -178 -4%
WC
1433
Whitney & Co
New York
$759K – – –
CRWM
1434
Castle Rock Wealth Management
California
$758K +$66.3K +443 +11%
BFA
1435
Beacon Financial Advisory
Ohio
$757K +$57.3K +383 +9%
Clark Capital Management Group
1436
Clark Capital Management Group
Pennsylvania
$754K -$432K -2,889 -38%
CPA
1437
Clear Perspective Advisors
Illinois
$751K +$19.8K +132 +3%
Heritage Wealth Advisors
1438
Heritage Wealth Advisors
Virginia
$750K -$39.2K -262 -5%
BL
1439
BFSG LLC
California
$749K +$431K +2,882 +163%
PJSIMP
1440
P.J. Schmidt Investment Management (PJS)
Wisconsin
$746K -$32.2K -215 -5%
PA
1441
Probity Advisors
Texas
$745K +$692K +4,625 New
WDL
1442
Well Done LLC
Michigan
$737K +$150 +1 +0%
HHGA
1443
Halbert Hargrove Global Advisors
California
$737K +$4.19K +28 +0.6%
SWM
1444
Stockman Wealth Management
Montana
$736K -$31K -207 -4%
BFS
1445
Bard Financial Services
Connecticut
$736K +$898 +6 +0.1%
ABTD
1446
Arvest Bank Trust Division
Oklahoma
$733K +$107K +712 +19%
ARK Investment Management
1447
ARK Investment Management
Florida
$731K +$528K +3,524 +349%
IFP Advisors
1448
IFP Advisors
Florida
$730K -$151K -1,009 -18%
EP
1449
Eudaimonia Partners
Tennessee
$729K +$678K +4,528 New
SIG
1450
Sargent Investment Group
Maryland
$728K -$87K -581 -11%