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Name Holding Trade Value Shares
Change
Change in
Stake
UHC
876
Union Heritage Capital
Michigan
$2.8M
SFO
877
Stokes Family Office
Louisiana
$2.8M -$178K -1,655 -6%
S
878
SimplyRich
California
$2.79M
SSWM
879
Smith Salley Wealth Management
North Carolina
$2.79M +$113K +1,049 +4%
LAM
880
Lynch Asset Management
Pennsylvania
$2.78M
MS
881
Madden Securities
Texas
$2.78M +$236K +2,199 +9%
EWM
882
Executive Wealth Management
Michigan
$2.78M +$211K +1,967 +8%
KCM
883
Kornitzer Capital Management
Kansas
$2.78M +$10.7K +100 +0.4%
HSA
884
HBK Sorce Advisory
Pennsylvania
$2.77M +$351K +3,265 +15%
FWIA
885
Fort Washington Investment Advisors
Ohio
$2.77M -$12.3K -114 -0.4%
BBWA
886
Bell & Brown Wealth Advisors
California
$2.77M +$2.74M +25,504 New
TW
887
Transform Wealth
Colorado
$2.75M +$37.8K +352 +1%
KC
888
Knuff & Co
California
$2.75M +$43K +400 +2%
AP
889
Arlington Partners
Alabama
$2.72M -$426K -3,964 -14%
VIA
890
Vickerman Investment Advisors
Washington
$2.72M -$16.5K -154 -0.6%
CG
891
Caprock Group
Idaho
$2.72M -$71.2K -663 -3%
BCM
892
Becker Capital Management
Oregon
$2.72M +$95.9K +892 +4%
KFBMI
893
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.71M
AIP
894
Ameritas Investment Partners
Nebraska
$2.69M +$3.22K +30 +0.1%
CIP
895
Capital Insight Partners
Arizona
$2.68M +$47.8K +445 +2%
FAM
896
Formidable Asset Management
Ohio
$2.68M -$119K -1,109 -4%
MA
897
Mutual Advisors
Nebraska
$2.66M +$235K +2,187 +10%
TAA
898
TB Alternative Assets
Cayman Islands
$2.66M
BIM
899
Baldwin Investment Management
Pennsylvania
$2.65M -$61.8K -575 -2%
SNBOSCI
900
Security National Bank of Sioux City Iowa
Iowa
$2.64M -$19.9K -185 -0.8%