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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1076
Frontier Investment Management
Texas
$636K +$23K +308 +4%
WIA
1077
World Investment Advisors
California
$636K +$561K +7,505 New
LNC
1078
Lincoln National Corp
Pennsylvania
$635K -$18.3K -244 -3%
SFSIG
1079
San Francisco Sentry Investment Group
California
$627K +$8.45K +113 +1%
WIA
1080
Wealthstreet Investment Advisors
Texas
$626K -$112K -1,500 -16%
EP
1081
Edgestream Partners
New Jersey
$625K +$631K +8,428 New
SM
1082
Sciencast Management
New Jersey
$623K -$76.1K -1,017 -12%
UR
1083
USCA RIA
Texas
$618K +$40.2K +537 +7%
EFSCE
1084
Enterprise Financial Services Corp (EFSC)
Missouri
$613K -$47.4K -634 -7%
SCI
1085
S&CO Inc
Massachusetts
$609K
GBT
1086
Grove Bank & Trust
Florida
$607K +$51.5K +688 +9%
B
1087
Bailard
California
$606K +$2.99K +40 +0.5%
DI
1088
DAGCO Inc
Ohio
$606K +$612K +8,175 New
IWS
1089
Insight Wealth Strategies
California
$606K +$612K +8,176 New
MCM
1090
Murphy Capital Management
New Jersey
$601K +$166K +2,215 +38%
WT
1091
Washington Trust
Rhode Island
$598K -$6.13K -82 -1%
PAS
1092
Professional Advisory Services
Florida
$597K
CCP
1093
Corient Capital Partners
California
$589K +$284K +3,793 +92%
KFC
1094
Klingenstein Fields & Co
New York
$585K
BWP
1095
Baldwin Wealth Partners
Massachusetts
$580K
NSIM
1096
North Star Investment Management
Illinois
$579K +$36.3K +485 +7%
OPTFSNA
1097
Old Point Trust & Financial Services N A
Virginia
$571K
SFS
1098
Sowell Financial Services
Arkansas
$569K +$109K +1,452 +23%
PAM
1099
Peak Asset Management
Colorado
$568K +$190K +2,540 +50%
BPA
1100
Beacon Pointe Advisors
California
$564K +$570K +7,616 New