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Name Holding Trade Value Shares
Change
Change in
Stake
1WA
226
180 Wealth Advisors
Washington
$416K +$3.37K +74 +0.8%
VWM
227
Venturi Wealth Management
Texas
$399K +$364K +7,987 New
HC
228
Henshaw Capital
Massachusetts
$398K -$255K -5,602 -41%
HPCM
229
High Pointe Capital Management
Illinois
$396K +$370K +8,127 New
DAS
230
Dynamic Advisor Solutions
Arizona
$393K +$1.09K +24 +0.3%
ONB
231
Old National Bancorp
Indiana
$384K +$3.15K +69 +0.9%
HCM
232
Highlander Capital Management
New Jersey
$383K -$89.5K -1,963 -20%
SA
233
Sicart Associates
New York
$383K
AW
234
ACG Wealth
Georgia
$378K -$25.4K -558 -7%
CPIG
235
Chicago Partners Investment Group
Illinois
$374K +$8.48K +186 +3%
PT
236
Plimoth Trust
Massachusetts
$367K -$729 -16 -0.2%
WS
237
Wedbush Securities
California
$366K -$54K -1,184 -14%
DWT
238
Dorsey & Whitney Trust
South Dakota
$365K
ECM
239
Evergreen Capital Management
Washington
$362K +$4.83K +106 +1%
BAM
240
Belpointe Asset Management
Nevada
$345K -$111K -2,438 -26%
Mariner
241
Mariner
Kansas
$343K +$47.5K +1,042 +17%
OC
242
Oppenheimer & Co
New York
$330K -$3.37K -74 -1%
FFC
243
First Financial Corp
Indiana
$328K +$7.66K +168 +3%
APA
244
American Portfolios Advisors
New York
$326K +$39.7K +872 +15%
IIC
245
Integrated Investment Consultants
Michigan
$316K +$296K +6,485 New
RFM
246
Royal Fund Management
Florida
$315K +$19.1K +419 +7%
B
247
Bailard
California
$315K +$73.2K +1,607 +33%
JIC
248
Johnson Investment Counsel
Ohio
$314K
BFA
249
Benedict Financial Advisors
Georgia
$314K +$9.03K +198 +3%
FI
250
Financial Insights
Washington
$309K