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Name Holding Trade Value Shares
Change
Change in
Stake
Buckingham Strategic Wealth
1076
Buckingham Strategic Wealth
Missouri
$639K +$17K +227 +3%
FIM
1077
Frontier Investment Management
Texas
$636K +$23K +308 +4%
World Investment Advisors
1078
World Investment Advisors
California
$636K +$561K +7,505 New
Lincoln National Corp
1079
Lincoln National Corp
Pennsylvania
$635K -$18.3K -244 -3%
SFSIG
1080
San Francisco Sentry Investment Group
California
$627K +$8.45K +113 +1%
WIA
1081
Wealthstreet Investment Advisors
Texas
$626K -$112K -1,500 -16%
EP
1082
Edgestream Partners
New Jersey
$625K +$631K +8,428 New
SM
1083
Sciencast Management
New Jersey
$623K -$76.1K -1,017 -12%
UR
1084
USCA RIA
Texas
$618K +$40.2K +537 +7%
EFSCE
1085
Enterprise Financial Services Corp (EFSC)
Missouri
$613K -$47.4K -634 -7%
SCI
1086
S&CO Inc
Massachusetts
$609K – – –
GBT
1087
Grove Bank & Trust
Florida
$607K +$51.5K +688 +9%
Bailard
1088
Bailard
California
$606K +$2.99K +40 +0.5%
DI
1089
DAGCO Inc
Ohio
$606K +$612K +8,175 New
IWS
1090
Insight Wealth Strategies
California
$606K +$612K +8,176 New
MCM
1091
Murphy Capital Management
New Jersey
$601K +$166K +2,215 +38%
Washington Trust
1092
Washington Trust
Rhode Island
$598K -$6.13K -82 -1%
PAS
1093
Professional Advisory Services
Florida
$597K – – –
CCP
1094
Corient Capital Partners
California
$589K +$284K +3,793 +92%
Klingenstein Fields & Co
1095
Klingenstein Fields & Co
New York
$585K – – –
BWP
1096
Baldwin Wealth Partners
Massachusetts
$580K – – –
NSIM
1097
North Star Investment Management
Illinois
$579K +$36.3K +485 +7%
OPTFSNA
1098
Old Point Trust & Financial Services N A
Virginia
$571K – – –
Sowell Financial Services
1099
Sowell Financial Services
Arkansas
$569K +$109K +1,452 +23%
PAM
1100
Peak Asset Management
Colorado
$568K +$190K +2,540 +50%