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Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
776
Summit Financial Wealth Advisors
Louisiana
$5.93M +$373K +6,506 +7%
Kovitz Investment Group Partners
777
Kovitz Investment Group Partners
Illinois
$5.93M +$84K +1,463 +1%
SG
778
Swarthmore Group
Pennsylvania
$5.9M -$169K -2,941 -3%
AFG
779
Albion Financial Group
Utah
$5.88M +$6.03M +104,995 New
CPO
780
Cerity Partners OCIO
New York
$5.87M +$730K +12,716 +14%
AP
781
Appleton Partners
Massachusetts
$5.86M -$53.5K -933 -0.9%
AWCI
782
Alpine Woods Capital Investors
New York
$5.85M +$444K +7,733 +8%
PT
783
Plimoth Trust
Massachusetts
$5.83M -$293K -5,105 -5%
HB
784
Homrich & Berg
Georgia
$5.83M +$507K +8,836 +9%
LNC
785
Lincoln National Corp
Pennsylvania
$5.82M +$119K +2,080 +2%
DAS
786
Dynamic Advisor Solutions
Arizona
$5.8M +$16.1K +280 +0.3%
WPIC
787
White Pine Investment Company
Michigan
$5.8M +$289K +5,042 +5%
Nomura Holdings
788
Nomura Holdings
Japan
$5.79M +$5.88M +102,537 New
PAIM
789
Punch & Associates Investment Management
Minnesota
$5.79M -$62.2K -1,083 -1%
FFA
790
Fragasso Financial Advisors
Pennsylvania
$5.79M +$356K +6,203 +6%
FMC
791
First Merchants Corp
Indiana
$5.76M +$30.8K +537 +0.5%
NI
792
Nepsis Inc
Minnesota
$5.76M -$263K -4,578 -4%
WWM
793
Western Wealth Management
Colorado
$5.7M +$1.77M +30,921 +44%
BWL
794
Bogart Wealth LLC
Virginia
$5.69M +$750K +13,063 +15%
LWM
795
Lyell Wealth Management
California
$5.68M -$78.1K -1,361 -1%
BC
796
Burney Company
Virginia
$5.67M -$766K -13,353 -12%
VVP
797
Venture Visionary Partners
Ohio
$5.66M +$291K +5,066 +5%
Wolverine Trading
798
Wolverine Trading
Illinois
$5.66M +$1.72M +29,966 +42%
OPTFSNA
799
Old Point Trust & Financial Services N A
Virginia
$5.64M -$45.2K -788 -0.8%
PWM
800
Perigon Wealth Management
California
$5.63M +$89.6K +1,562 +2%