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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
751
Wealthspire Advisors (New York)
New York
$387K +$89.7K +2,085 +29%
LFAS
752
Level Four Advisory Services
Texas
$380K +$645 +15 +0.2%
PAM
753
Paradigm Asset Management
New York
$379K +$387K +9,000 New
CCT
754
Chemung Canal Trust
New York
$379K -$9.68K -225 -2%
AWM
755
Aberdeen Wealth Management
Illinois
$379K
CNAM
756
Campbell Newman Asset Management
Wisconsin
$379K
CAM
757
Cresset Asset Management
Illinois
$377K -$102K -2,370 -21%
RWB
758
RMR Wealth Builders
New Jersey
$375K +$3.23K +75 +0.9%
CW
759
CreativeOne Wealth
Kansas
$373K -$38.1K -885 -9%
FNBT
760
FineMark National Bank & Trust
Florida
$373K -$19.4K -450 -5%
HBT
761
Heartland Bank & Trust
Illinois
$373K +$6.45K +150 +2%
CM
762
Castleark Management
Illinois
$373K +$200K +4,650 +111%
GD
763
Grandfield & Dodd
New York
$370K
MWM
764
Mission Wealth Management
California
$370K +$1.94K +45 +0.5%
CT
765
Chicago Trust
Illinois
$368K -$6.45K -150 -2%
MGIA
766
Moneta Group Investment Advisors
Missouri
$367K +$37.4K +870 +11%
BL
767
Balentine LLC
Georgia
$364K -$69K -1,605 -16%
LMKC
768
L.M. Kohn & Company
Ohio
$364K
HH
769
Hilltop Holdings
Texas
$363K -$16.1K -375 -4%
CL
770
Choreo LLC
Illinois
$362K +$2.58K +60 +0.7%
PA
771
Procyon Advisors
Connecticut
$361K +$36.1K +840 +11%
TFS
772
Thoroughbred Financial Services
Tennessee
$359K
FTDI
773
First Trust Direct Indexing
Massachusetts
$359K +$5.16K +120 +1%
DWT
774
Dorsey & Whitney Trust
South Dakota
$357K +$9.68K +225 +3%
EIA
775
Edgemoor Investment Advisors
Maryland
$356K