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Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
926
Lombard Odier Asset Management (Switzerland)
Switzerland
$384K +$174K +2,158 +78%
WF
927
Williams Financial
Vermont
$383K -$32.3K -400 -8%
ECM
928
Elgethun Capital Management
South Dakota
$382K +$2.18K +27 +0.6%
OWP
929
Obermeyer Wealth Partners
Colorado
$381K -$139K -1,716 -26%
SVWAG
930
Sound View Wealth Advisors Group
Georgia
$380K +$565 +7 +0.1%
MFW
931
Meristem Family Wealth
Minnesota
$379K +$115K +1,419 +41%
Nomura Holdings
932
Nomura Holdings
Japan
$373K +$388K +4,805 New
LSC
933
Lesa Sroufe & Co
Washington
$372K
Cerity Partners
934
Cerity Partners
New York
$370K -$632K -7,824 -62%
GB
935
Goepper Burkhardt
South Carolina
$370K
CAM
936
Columbia Asset Management
Michigan
$368K -$252K -3,125 -40%
NQWM
937
Northwest Quadrant Wealth Management
Oregon
$368K -$15.5K -192 -4%
VAS
938
Vestmark Advisory Solutions
Massachusetts
$367K +$94.6K +1,171 +33%
EIP
939
Ellis Investment Partners
Pennsylvania
$365K +$1.94K +24 +0.5%
MG
940
Mather Group
Illinois
$364K +$4.28K +53 +1%
TCOT
941
Trust Company of Toledo
Ohio
$363K
CCM
942
Coldstream Capital Management
Washington
$361K -$1.13K -14 -0.3%
SSG
943
Summit Securities Group
New York
$359K +$1.37K +17 +0.4%
LNC
944
Lincoln National Corp
Pennsylvania
$359K +$24.4K +302 +7%
BIAS
945
Beacon Investment Advisory Services
New Jersey
$358K
S
946
SimplyRich
California
$358K
AF
947
Allworth Financial
California
$358K +$81 +1 +0%
WB
948
Webster Bank
Connecticut
$357K
CAG
949
Csenge Advisory Group
Florida
$357K +$4.44K +55 +1%
LC
950
Lincoln Capital
Nebraska
$355K