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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1151
Greenwich Wealth Management
Connecticut
$480K +$7.82K +129 +2%
NFG
1152
Nations Financial Group
Iowa
$476K -$130K -2,150 -22%
VNA
1153
VNBTrust National Association
Virginia
$468K
FWCM
1154
Ferguson Wellman Capital Management
Oregon
$467K +$10.6K +174 +2%
FPB
1155
First PREMIER Bank
South Dakota
$466K +$108K +1,783 +32%
MSTVIM
1156
Messner & Smith Theme Value Investment Management
California
$461K
BJL
1157
Brighton Jones LLC
Washington
$459K +$64.8K +1,068 +18%
HTHT
1158
Hemenway Trust Hemenway Trust
New Hampshire
$458K -$240K -3,951 -36%
SRAM
1159
Stone Ridge Asset Management
New York
$458K +$433K +7,148 New
WI
1160
WrapManager Inc
California
$448K -$8.07K -133 -2%
HCA
1161
Harbour Capital Advisors
Virginia
$447K -$47.9K -790 -10%
MMPW
1162
Mitchell McLeod Pugh & Williams
Alabama
$447K +$17.6K +291 +4%
CM
1163
Castleark Management
Illinois
$445K
Lido Advisors
1164
Lido Advisors
California
$445K +$16.6K +273 +4%
LNC
1165
Lincoln National Corp
Pennsylvania
$445K +$112K +1,849 +36%
CFIA
1166
Cantor Fitzgerald Investment Advisors
New York
$444K +$303 +5 +0.1%
JFA
1167
Johanson Financial Advisors
California
$443K -$45.8K -756 -10%
OMC
1168
Old Mission Capital
Illinois
$442K +$418K +6,901 New
BWL
1169
Bogart Wealth LLC
Virginia
$438K +$287K +4,728 +224%
IWM
1170
IHT Wealth Management
Illinois
$434K +$68.4K +1,128 +21%
LOAMS
1171
Lombard Odier Asset Management (Switzerland)
Switzerland
$433K
OIA
1172
OneDigital Investment Advisors
Kansas
$433K +$34.1K +562 +9%
RW
1173
Rand Wealth
Maryland
$430K -$130K -2,139 -24%
LSAG
1174
Lake Street Advisors Group
New Hampshire
$429K +$406K +6,694 New
ORI
1175
Oak Ridge Investments
Illinois
$428K +$405K +6,686 New