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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
576
Loudon Investment Management
New Hampshire
$696K – – –
BRWA
577
B. Riley Wealth Advisors
Florida
$695K +$121K +421 +19%
AWM
578
AE Wealth Management
Kansas
$693K -$3.79M -13,220 -85%
Bessemer Group
579
Bessemer Group
New Jersey
$693K -$1.02M -3,547 -60%
AAM
580
AR Asset Management
California
$693K – – –
MFC
581
Mechanics Financial Corp
Ohio
$693K +$24.9K +87 +4%
MBT
582
Montecito Bank & Trust
California
$691K -$100K -350 -13%
TA
583
TFG Advisers
Michigan
$689K +$5.45K +19 +0.8%
IA
584
IFP Advisors
Florida
$684K +$251K +874 +59%
SSA
585
Schonfeld Strategic Advisors
New York
$678K -$2.88M -10,061 -81%
CCA
586
Checchi Capital Advisers
California
$669K +$136K +476 +26%
BCP
587
Berkeley Capital Partners
Georgia
$664K +$4.01K +14 +0.6%
EWA
588
EP Wealth Advisors
California
$662K +$100K +350 +18%
IPW
589
Impact Partnership Wealth
Georgia
$653K -$84K -293 -12%
BL
590
Balentine LLC
Georgia
$651K +$162K +564 +34%
EWM
591
Evercore Wealth Management
New York
$649K -$263K -916 -29%
WRPWM
592
Werba Rubin Papier Wealth Management
California
$642K – – –
LW
593
Linscomb Wealth
Texas
$641K -$21.8K -76 -3%
PGFC
594
Peapack-Gladstone Financial Corp
New Jersey
$635K +$1.15K +4 +0.2%
SFB
595
STAR Financial Bank
Indiana
$635K -$12.9K -45 -2%
CANY
596
Caxton Associates (New York)
New York
$633K +$295K +1,030 +89%
RJT
597
Raymond James Trust
Florida
$632K +$94.6K +330 +18%
RPCONE
598
Retirement Planning Company of New England
Rhode Island
$630K -$29.8K -104 -5%
SFC
599
Swisher Financial Concepts
Ohio
$627K +$61.6K +215 +10%
NW
600
NewEdge Wealth
Pennsylvania
$627K -$6.31K -22 -0.9%