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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
826
Dynamic Advisor Solutions
Arizona
$5.65M +$356K +6,002 +7%
GFG
827
Greystone Financial Group
Michigan
$5.65M +$6.09M +102,609 New
BMWM
828
Brown Miller Wealth Management
Virginia
$5.63M +$5.7M +95,912 New
SP
829
Symmetry Partners
Connecticut
$5.61M -$313K -5,273 -5%
WPIC
830
White Pine Investment Company
Michigan
$5.61M +$51.1K +860 +0.9%
BO
831
Bank OZK
Arkansas
$5.6M +$52.1K +878 +0.9%
Koshinski Asset Management
832
Koshinski Asset Management
Illinois
$5.6M -$244K -4,107 -4%
AWCI
833
Alpine Woods Capital Investors
New York
$5.6M +$2.16M +36,402 +62%
OCM
834
Oakwood Capital Management
California
$5.59M -$158K -2,657 -3%
ECM
835
Evergreen Capital Management
Washington
$5.59M -$947K -15,943 -14%
AIA
836
Affinity Investment Advisors
California
$5.58M -$419K -7,048 -7%
PWM
837
Perigon Wealth Management
California
$5.57M +$547K +9,216 +11%
1SB
838
1ST Source Bank
Indiana
$5.57M -$626K -10,534 -10%
ODCM
839
Old Dominion Capital Management
Virginia
$5.57M -$92.7K -1,561 -2%
LNC
840
Lincoln National Corp
Pennsylvania
$5.56M +$519K +8,731 +10%
BSW
841
Buckingham Strategic Wealth
Missouri
$5.56M +$892K +15,021 +19%
AWP
842
Ascent Wealth Partners
New York
$5.54M -$66.3K -1,116 -1%
EWA
843
EP Wealth Advisors
California
$5.53M +$160K +2,689 +3%
SWA
844
Stratos Wealth Advisors
Ohio
$5.53M +$441K +7,423 +9%
AIM
845
Anchor Investment Management
South Carolina
$5.45M +$246K +4,138 +5%
LNWWM
846
Laird Norton Wetherby Wealth Management
California
$5.41M +$822K +13,834 +18%
LPT
847
Legacy Private Trust
Wisconsin
$5.41M -$513K -8,640 -9%
IA
848
IndexIQ Advisors
New York
$5.41M +$1.54M +25,969 +39%
KWM
849
Kingsview Wealth Management
Oregon
$5.41M +$1.13M +18,954 +26%
UCMOK
850
United Capital Management of KS
Kansas
$5.4M +$357K +6,010 +7%