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Name Holding Trade Value Shares
Change
Change in
Stake
ONB
1051
Old National Bancorp
Indiana
$421K -$191K -599 -28%
SQA
1052
Simon Quick Advisors
New Jersey
$419K -$50.7K -159 -9%
CAM
1053
Campion Asset Management
Virginia
$417K -$92.4K -290 -16%
AFW
1054
Avantra Family Wealth
Pennsylvania
$416K +$481K +1,508 New
BFA
1055
Beaumont Financial Advisors
Massachusetts
$416K -$47.8K -150 -9%
ET
1056
Equitable Trust
Tennessee
$416K – – –
OP
1057
ORG Partners
Indiana
$414K +$319 +1 +0.1%
WBG
1058
Wharton Business Group
Pennsylvania
$414K – – –
IWM
1059
IHT Wealth Management
Illinois
$412K +$104K +327 +28%
DI
1060
Diligent Investors
California
$410K – – –
FIB
1061
First Interstate Bank
Montana
$410K +$31.2K +98 +7%
FH
1062
FWG Holdings
Florida
$408K +$20.1K +63 +5%
JWCA
1063
J.W. Coons Advisors
Ohio
$406K – – –
MWM
1064
Mindset Wealth Management
Indiana
$406K +$11.8K +37 +3%
IC
1065
Iconiq Capital
California
$406K +$271K +851 +138%
SHFA
1066
SS&H Financial Advisors
Michigan
$404K – – –
ACA
1067
American Capital Advisory
Idaho
$402K -$11.2K -35 -2%
TWPM
1068
Total Wealth Planning & Management
Florida
$402K +$463K +1,454 New
VCM
1069
Violich Capital Management
California
$401K -$2.49M -7,812 -84%
CPW
1070
Cove Private Wealth
New York
$400K – – –
SVWAG
1071
Sound View Wealth Advisors Group
Georgia
$398K -$23.9K -75 -5%
ICM
1072
Islay Capital Management
Texas
$398K – – –
GPA
1073
Guerra Pan Advisors
New Jersey
$397K – – –
BFA
1074
Brown Financial Advisors
Ohio
$396K +$63.4K +199 +16%
AIA
1075
AssuredPartners Investment Advisors
Florida
$396K +$457K +1,435 New