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