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Name Holding Trade Value Shares
Change
Change in
Stake
PL
1026
Plancorp LLC
Missouri
$593K -$13.1K -186 -2%
IR
1027
Invictus RG
Bermuda
$592K -$207K -2,943 -28%
AMCA
1028
Arthur M. Cohen & Associates
Illinois
$591K – – –
MCWS
1029
McKinley Carter Wealth Services
West Virginia
$587K -$45.7K -649 -8%
SS
1030
Sunbelt Securities
Texas
$583K -$6.76K -96 -1%
WEC
1031
Winslow Evans & Crocker
Massachusetts
$582K -$2.96K -42 -0.6%
BSPF
1032
British Steel Pension Fund
United Kingdom
$582K +$515K +7,306 New
CAN
1033
Claraphi Advisory Network
United States
$576K +$986 +14 +0.2%
FRA
1034
Front Row Advisors
California
$572K -$423 -6 -0.1%
VDFA
1035
Vickerman & Driscoll Financial Advisors
Washington
$569K -$448K -6,359 -47%
CCMW
1036
Cypress Capital Management (Wyoming)
Wyoming
$569K +$35.2K +500 +8%
AWM
1037
AE Wealth Management
Kansas
$569K +$184K +2,617 +58%
FAM
1038
Fred Alger Management
New York
$568K -$47.1K -668 -9%
AFNAS
1039
American Financial Network Advisory Services
California
$568K -$141 -2 -5%
LNC
1040
Lincoln National Corp
Pennsylvania
$568K +$113K +1,610 +29%
FMWA
1041
Forvis Mazars Wealth Advisors
Missouri
$564K +$6.27K +89 +1%
TF
1042
Tompkins Financial
New York
$562K -$27.6K -392 -5%
SFSIG
1043
San Francisco Sentry Investment Group
California
$561K -$449K -6,372 -47%
VCP
1044
Vista Capital Partners
Oregon
$561K -$122K -1,734 -20%
NL
1045
NWAM LLC
Washington
$557K -$6.34K -90 -1%
AC
1046
Avestar Capital
New York
$555K +$2.18K +31 +0.4%
HL
1047
HeadInvest LLC
Maine
$552K – – –
ACM
1048
Aviance Capital Management
Florida
$548K +$118K +1,676 +32%
SFM
1049
Signature Financial Management
Virginia
$543K +$4.23K +60 +0.9%
BAM
1050
Belpointe Asset Management
Nevada
$542K +$479K +6,796 New