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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
776
Envestnet Portfolio Solutions
Illinois
$705K +$226 +1 +0%
SBFM
777
S-Bank Fund Management
Finland
$705K +$716K +3,163 New
WANY
778
Wealthspire Advisors (New York)
New York
$704K +$715K +3,161 New
GIA
779
Gladstone Institutional Advisory
Florida
$702K +$7.24K +32 +1%
SFG
780
Seamount Financial Group
Colorado
$698K
LCM
781
LVM Capital Management
Michigan
$691K -$67.9K -300 -9%
CBT
782
CoreFirst Bank & Trust
Kansas
$687K -$18.1K -80 -3%
AAS
783
Ameritas Advisory Services
Nebraska
$687K +$268K +1,186 +63%
SWM
784
SHP Wealth Management
Massachusetts
$684K +$61.8K +273 +10%
PG
785
Proffitt & Goodson
Tennessee
$683K -$53.4K -236 -7%
AI
786
Accredited Investors
Minnesota
$681K +$453 +2 +0.1%
CICI
787
Capital Investment Counsel Inc
North Carolina
$681K
CCM
788
Canal Capital Management
Virginia
$679K +$1.58K +7 +0.2%
BFA
789
Bill Few Associates
Pennsylvania
$679K +$679 +3 +0.1%
JIR
790
James Investment Research
Ohio
$678K -$65.6K -290 -9%
HCMT
791
Highland Capital Management (Tennessee)
Tennessee
$675K
FPAS
792
Focus Partners Advisor Solutions
Missouri
$671K -$967K -4,273 -59%
VHAM
793
Van Hulzen Asset Management
California
$670K +$42.5K +188 +7%
IA
794
Integrity Alliance
Iowa
$669K +$124K +547 +22%
DI
795
Disciplined Investors
Texas
$668K -$2.04K -9 -0.3%
LCM
796
Logan Capital Management
Pennsylvania
$668K +$679K +3,000 New
UFF
797
USA Financial Formulas
Michigan
$665K -$67.9K -300 -9%
GWMR
798
GC Wealth Management RIA
Massachusetts
$664K -$60.2K -266 -8%
BFS
799
Bradley Foster & Sargent
Connecticut
$656K
APWM
800
Argonautica Private Wealth Management
Massachusetts
$648K