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Name Holding Trade Value Shares
Change
Change in
Stake
LNC
601
Lincoln National Corp
Pennsylvania
$477K +$184K +1,467 +49%
DWA
602
Douglass Winthrop Advisors
New York
$476K – – –
FTDI
603
First Trust Direct Indexing
Massachusetts
$474K -$120K -955 -18%
SCA
604
Stonebridge Capital Advisors
Minnesota
$474K +$380K +3,032 +217%
HI
605
Harbour Investments
Wisconsin
$472K – – –
LFAS
606
Level Four Advisory Services
Texas
$466K -$35.4K -282 -6%
PIM
607
Penobscot Investment Management
Massachusetts
$460K – – –
LWM
608
Laidlaw Wealth Management
New York
$460K +$10.7K +85 +2%
AA
609
ALPS Advisors
Colorado
$452K -$49.1K -391 -8%
SWM
610
Segment Wealth Management
Texas
$452K – – –
TMAM
611
Tokio Marine Asset Management
Japan
$452K +$25.6K +204 +5%
SSG
612
Summit Securities Group
New York
$450K +$170K +1,355 +47%
JCIA
613
Jackson Creek Investment Advisors
Colorado
$450K +$265K +2,112 +101%
BRA
614
Bender Robert & Associates
California
$448K -$3.14K -25 -0.6%
CFD
615
Creative Financial Designs
Indiana
$448K +$25.8K +206 +5%
CIM
616
Chiron Investment Management
New York
$444K +$521K +4,149 New
RGF
617
Retirement Guys Formula
Ohio
$442K +$9.91K +79 +2%
RDWM
618
Red Door Wealth Management
Tennessee
$438K +$7.78K +62 +2%
AAP
619
Arax Advisory Partners
Colorado
$437K +$10.2K +81 +2%
BCV
620
Banque Cantonale Vaudoise
Switzerland
$436K -$1.41M -11,200 -73%
FWCM
621
Ferguson Wellman Capital Management
Oregon
$435K – – –
MCM
622
Manchester Capital Management
Vermont
$434K -$12.5K -100 -2%
FFM
623
Forum Financial Management
Illinois
$433K +$31.6K +252 +7%
V
624
VeraBank
Texas
$431K – – –
CFB
625
Cullen/Frost Bankers
Texas
$431K +$127K +1,009 +33%