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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
726
Valeo Financial Advisors
Indiana
$329K +$16.8K +150 +5%
NMC
727
Nine Masts Capital
Hong Kong
$329K +$362K +3,226 New
MT
728
Midwest Trust
Kansas
$326K +$89.4K +797 +33%
TWM
729
Thrive Wealth Management
Pennsylvania
$321K +$354K +3,156 New
MWA
730
Meridian Wealth Advisors
Texas
$319K – – –
TA
731
TrueWealth Advisors
Alabama
$319K -$59.1K -527 -14%
FGA
732
Fortis Group Advisors
New Jersey
$318K +$20.4K +182 +6%
CNBT
733
Canandaigua National Bank & Trust
New York
$317K +$349K +3,112 New
Westfield Capital Management
734
Westfield Capital Management
Massachusetts
$317K – – –
EFS
735
Essex Financial Services
Connecticut
$313K -$1.01K -9 -0.3%
OFA
736
Oak Family Advisors
Illinois
$312K – – –
CIC
737
Carnegie Investment Counsel
Ohio
$311K +$16.8K +150 +5%
BBHC
738
Brown Brothers Harriman & Co
New York
$310K +$86.9K +775 +34%
IAIM
739
International Assets Investment Management
Florida
$310K -$16.9K -151 -5%
CW
740
CreativeOne Wealth
Kansas
$309K -$29.3K -261 -8%
BMCM
741
Bryn Mawr Capital Management
Pennsylvania
$309K +$1.01K +9 +0.3%
WB
742
WesBanco Bank
West Virginia
$306K – – –
CM
743
Capula Management
Cayman Islands
$306K +$336K +3,000 New
DILIC
744
Dai-ichi Life Insurance Company
Japan
$306K +$336K +3,000 New
CIA
745
Concurrent Investment Advisors
Florida
$305K +$21K +187 +7%
WWM
746
Whalen Wealth Management
Nevada
$304K +$335K +2,984 New
AC
747
Avestar Capital
New York
$304K +$98K +874 +41%
1C
748
111 Capital
France
$302K +$333K +2,966 New
SFG
749
SevenBridge Financial Group
Pennsylvania
$290K -$4.26K -38 -1%
Asset Management One
750
Asset Management One
Japan
$289K +$159K +1,420 +100%