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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
801
Deseret Mutual Benefit Administrators
Utah
$365K
WWP
802
WR Wealth Planners
Missouri
$363K +$9.86K +167 +3%
JF
803
Jump Financial
Illinois
$362K -$16.5K -279 -4%
HWMG
804
Hurlow Wealth Management Group
Indiana
$361K
PP
805
Paloma Partners
Connecticut
$360K -$153K -2,600 -29%
WCWM
806
Willow Creek Wealth Management
California
$360K
BIA
807
BHK Investment Advisors
Alabama
$360K +$8.97K +152 +2%
AT
808
American Trust
Kentucky
$358K -$5.72K -97 -1%
FFA
809
Founders Financial Alliance
North Carolina
$358K +$382K +6,472 New
OBGC
810
O'Brien Greene & Co
Pennsylvania
$356K
NB
811
Northwest Bancshares
Pennsylvania
$355K +$5.13K +87 +1%
GC
812
Grimes & Company
Massachusetts
$354K
OQS
813
Occudo Quantitative Strategies
Florida
$352K +$376K +6,369 New
PA
814
Profund Advisors
Maryland
$350K -$108K -1,837 -23%
PNC
815
Park National Corp
Ohio
$350K +$374K +6,329 New
SWA
816
Sutton Wealth Advisors
Florida
$350K +$2.42K +41 +0.7%
LWP
817
Lumature Wealth Partners
Georgia
$349K +$27.6K +467 +8%
QCG
818
Quadrant Capital Group
Ohio
$349K +$40K +677 +12%
CI
819
Conning Inc
Connecticut
$348K -$944 -16 -0.3%
PWW
820
Pettyjohn Wood & White
Virginia
$348K
TAM
821
Trust Asset Management
Texas
$347K -$12.2K -206 -3%
VCA
822
Verdence Capital Advisors
Maryland
$347K +$826 +14 +0.2%
SIA
823
SeaBridge Investment Advisors
New Jersey
$346K
GDP
824
Great Diamond Partners
Maine
$345K +$54.1K +917 +17%
TC
825
Titleist Capital
Texas
$344K -$124K -2,106 -25%