Name Holding Trade Value Shares
Change
Change in
Stake
SLI
1201
Sumitomo Life Insurance
Japan
$3.76M -$359K -3,160 -9%
BEI
1202
Benjamin Edwards Inc
Missouri
$3.76M -$471K -4,148 -11%
ISB
1203
Iowa State Bank
Iowa
$3.76M -$45.1K -397 -1%
RSWM
1204
Robertson Stephens Wealth Management
California
$3.72M -$8.29K -73 -0.2%
DFG
1205
Delta Financial Group
New Jersey
$3.72M -$341 -3 -0%
SAM
1206
Secure Asset Management
Michigan
$3.71M +$78.2K +689 +2%
MAM
1207
Madison Asset Management
Wisconsin
$3.69M -$125K -1,098 -3%
CT
1208
Clearstead Trust
Maine
$3.69M +$189K +1,662 +5%
WGAM
1209
Wilkinson Global Asset Management
New York
$3.67M -$34.1K -300 -0.9%
ST
1210
Smithfield Trust
Pennsylvania
$3.67M -$22.5K -198 -0.6%
PA
1211
PFG Advisors
Arizona
$3.67M +$500K +4,401 +16%
CG
1212
Caprock Group
Idaho
$3.67M +$244K +2,146 +7%
KFBMI
1213
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.66M – – –
HAC
1214
Harbor Advisory Corp
New Hampshire
$3.66M -$62.1K -547 -2%
FPGT
1215
Financial Partners Group (Tennessee)
Tennessee
$3.65M -$31.6K -278 -0.9%
4WM
1216
44 Wealth Management
Oregon
$3.65M +$48.7K +429 +1%
OC
1217
Optimas Capital
Hong Kong
$3.62M +$3.57M +31,400 New
OL
1218
Owen LaRue
Kentucky
$3.62M -$40.4K -356 -1%
AT
1219
Arden Trust
Delaware
$3.62M -$663K -5,841 -16%
SCA
1220
Stokes Capital Advisors
South Carolina
$3.61M -$159K -1,397 -4%
BFC
1221
Blue Fin Capital
Rhode Island
$3.61M +$227 +2 +0%
AFM
1222
Abbot Financial Management
Massachusetts
$3.61M -$109K -959 -3%
BL
1223
BFSG LLC
California
$3.6M +$234K +2,059 +7%
QCG
1224
Quadrant Capital Group
Ohio
$3.59M -$43.6K -384 -1%
CCA
1225
Checchi Capital Advisers
California
$3.57M +$1.02K +9 +0%