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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Altium Wealth Management
New York
$867K +$107K +695 +13%
ONB
452
Old National Bancorp
Indiana
$863K -$34.3K -224 -3%
FPF
453
First Pacific Financial
Washington
$854K +$55.6K +363 +6%
MP
454
McDonald Partners
Ohio
$854K +$941K +6,143 New
BFS
455
Bradley Foster & Sargent
Connecticut
$849K -$59.8K -390 -6%
FBT
456
First Bankers Trust
Kentucky
$848K -$31.9K -208 -3%
EWA
457
EP Wealth Advisors
California
$845K -$26.5K -173 -3%
MMPW
458
Mitchell McLeod Pugh & Williams
Alabama
$843K -$69.7K -455 -7%
JIC
459
Johnson Investment Counsel
Ohio
$843K -$62.8K -410 -6%
MSFS
460
Main Street Financial Solutions
Pennsylvania
$841K -$60.8K -397 -6%
GVAG
461
Great Valley Advisor Group
Delaware
$839K +$6.28K +41 +0.7%
LSA
462
Lion Street Advisors
Texas
$839K +$320K +2,086 +53%
GIM
463
Grassi Investment Management
California
$834K
WS
464
Wedbush Securities
California
$832K +$6.74K +44 +0.7%
LNC
465
Lincoln National Corp
Pennsylvania
$829K +$171K +1,116 +23%
FB
466
Fulton Bank
Pennsylvania
$823K +$908K +5,923 New
MCCP
467
Mission Creek Capital Partners
California
$821K +$3.83K +25 +0.4%
FNB
468
Farmers National Bank
Kentucky
$820K -$53.8K -351 -6%
Fiera Capital (Canada)
469
Fiera Capital (Canada)
Quebec, Canada
$817K +$274K +1,785 +44%
IP
470
Intellectus Partners
California
$815K +$253K +1,653 +39%
AWM
471
Aevitas Wealth Management
Massachusetts
$811K -$412K -2,690 -32%
SIAG
472
Signet Investment Advisory Group
Rhode Island
$807K -$38.9K -254 -4%
KWM
473
Kingsview Wealth Management
Oregon
$805K +$3.22K +21 +0.4%
RPCONE
474
Retirement Planning Company of New England
Rhode Island
$802K +$125K +813 +16%
DF
475
Donoghue Forlines
Massachusetts
$801K +$328K +2,142 +59%