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Name Holding Trade Value Shares
Change
Change in
Stake
IA
701
IndexIQ Advisors
New York
$305K +$15.9K +224 +6%
THWM
702
Taylor Hoffman Wealth Management
Virginia
$304K – – –
LNC
703
Lincoln National Corp
Pennsylvania
$301K +$33.5K +473 +13%
S
704
SignatureFD
Georgia
$300K +$67.9K +959 +31%
FIB
705
First Interstate Bank
Montana
$299K +$246K +3,470 +581%
CA
706
Clearstead Advisors
Ohio
$291K -$55.8K -788 -17%
MWM
707
Modera Wealth Management
New Jersey
$290K -$93.7K -1,324 -25%
CWM
708
Campbell Wealth Management
Virginia
$289K -$1.84K -26 -0.7%
BS
709
Boenning & Scattergood
Pennsylvania
$284K – – –
FANJ
710
Financial Architects (New Jersey)
New Jersey
$282K -$8.14K -115 -3%
FC
711
Ferris Capital
Massachusetts
$282K – – –
FPGK
712
Financial Partners Group (Kansas)
Kansas
$281K +$2.62K +37 +1%
CG
713
Caprock Group
Idaho
$279K +$40K +565 +18%
SDAM
714
Shulman DeMeo Asset Management
New York
$277K -$166K -2,345 -38%
Mackenzie Financial
715
Mackenzie Financial
Ontario, Canada
$277K +$266K +3,762 New
MWM
716
Mission Wealth Management
California
$276K -$15.6K -220 -6%
PCM
717
Parsons Capital Management
Rhode Island
$276K -$212 -3 -0.1%
WP
718
WMS Partners
Maryland
$275K – – –
MFW
719
Meristem Family Wealth
Minnesota
$273K -$259K -3,666 -50%
MIP
720
Marietta Investment Partners
Wisconsin
$273K – – –
IB
721
Intrust Bank
Kansas
$273K +$37.4K +528 +17%
FRM
722
Fox Run Management
Connecticut
$273K +$262K +3,702 New
PFPT
723
Pinnacle Financial Partners (Tennessee)
Tennessee
$272K +$42.9K +606 +20%
CAM
724
Cozad Asset Management
Illinois
$271K -$39K -551 -13%
FM
725
Family Management
New York
$267K – – –