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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1176
Weatherly Asset Management
California
$830K – – –
LSV Asset Management
1177
LSV Asset Management
Illinois
$827K – – –
DAS
1178
Dynamic Advisor Solutions
Arizona
$825K +$330K +4,033 +62%
SIC
1179
Salem Investment Counselors
North Carolina
$823K +$865K +10,573 +19,224%
BOS
1180
Bank of Stockton
California
$818K +$36.8K +450 +4%
WI
1181
Wintrust Investments
Illinois
$817K +$632K +7,734 +283%
IC
1182
Investment Counsel
Michigan
$816K -$32.7K -400 -4%
SNT
1183
Security National Trust
West Virginia
$815K +$2.13K +26 +0.2%
HF
1184
HRT Financial
New York
$814K +$853K +10,427 New
FG
1185
Fiduciary Group
Georgia
$809K – – –
DAM
1186
Doheny Asset Management
California
$807K -$131K -1,600 -13%
WIC
1187
Whitegate Investment Counselors
New Hampshire
$807K +$115K +1,411 +16%
AWE
1188
Avidian Wealth Enterprises
Texas
$804K +$18.6K +228 +2%
IDBONY
1189
Israel Discount Bank of New York
New York
$799K +$72K +880 +9%
OFS
1190
Orrstown Financial Services
Pennsylvania
$797K -$26.3K -322 -3%
SFSIG
1191
San Francisco Sentry Investment Group
California
$796K -$113K -1,377 -12%
YWP
1192
YorkBridge Wealth Partners
New York
$794K +$130K +1,588 +17%
MIAN
1193
Mariner Independent Advisor Network
Kansas
$791K +$828K +10,127 New
HC
1194
Hawkins Capital
Texas
$788K – – –
TTWM
1195
TCV Trust & Wealth Management
Virginia
$786K +$17.5K +214 +2%
AB
1196
AT Bancorp
Iowa
$775K -$1.31K -16 -0.2%
PL
1197
Parkwood LLC
Ohio
$774K +$485K +5,928 +149%
MIC
1198
Meridian Investment Counsel
California
$771K – – –
CI
1199
Capital Innovations
Wisconsin
$771K +$46.6K +570 +6%
CAM
1200
Columbia Asset Management
Michigan
$769K -$4.82K -59 -0.6%