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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
926
SevenBridge Financial Group
Pennsylvania
$427K – – –
EDRIA
927
Edmonds Duncan Registered Investment Advisors
Kansas
$424K – – –
SIA
928
SeaBridge Investment Advisors
New Jersey
$424K – – –
FSC
929
Full Sail Capital
Oklahoma
$421K -$50.3K -585 -11%
BG
930
Bollard Group
Massachusetts
$421K +$2.06K +24 +0.5%
CICC
931
Capital Investment Counsel (Colorado)
Colorado
$421K +$11.3K +131 +3%
SPWG
932
Sage Private Wealth Group
Illinois
$419K +$67.1K +781 +20%
D
933
Dentgroup
Louisiana
$419K +$86 +1 +0%
CCA
934
Cobblestone Capital Advisors
New York
$418K – – –
WBWA
935
William B. Walkup & Associates
South Carolina
$418K +$402K +4,676 New
IPW
936
Invictus Private Wealth
Colorado
$417K -$24.4K -284 -6%
RWM
937
Revisor Wealth Management
Ohio
$416K -$284K -3,304 -41%
IB
938
Intrust Bank
Kansas
$414K – – –
PNC
939
Park National Corp
Ohio
$414K – – –
PWMAG
940
Pinnacle Wealth Management Advisory Group
New Jersey
$413K +$6.62K +77 +2%
ACM
941
Altrius Capital Management
North Carolina
$412K – – –
NWM
942
Northcape Wealth Management
New York
$409K -$18.7K -217 -5%
OWA
943
One Wealth Advisors
California
$406K -$12.2K -142 -3%
OBGC
944
O'Brien Greene & Co
Pennsylvania
$404K -$17.2K -200 -4%
ECA
945
Elevated Capital Advisors
Utah
$404K – – –
CAM
946
Cidel Asset Management
Ontario, Canada
$404K -$12.1K -141 -3%
MHS
947
M Holdings Securities
Oregon
$403K +$388K +4,515 New
AIM
948
Avity Investment Management
Connecticut
$402K -$43K -500 -10%
BI
949
Ballast Inc
Kentucky
$401K – – –
NB
950
Northwest Bancshares
Pennsylvania
$399K +$1.72K +20 +0.4%