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Name Holding Trade Value Shares
Change
Change in
Stake
Empowered Funds
1001
Empowered Funds
Pennsylvania
$258K +$264K +1,082 New
CFG
1002
Carr Financial Group
Massachusetts
$258K – – –
LC
1003
LCNB Corp
Ohio
$257K +$9.03K +37 +4%
Sequoia Financial Advisors
1004
Sequoia Financial Advisors
Ohio
$256K +$7.81K +32 +3%
Tiedemann Advisors
1005
Tiedemann Advisors
New York
$254K +$1.71K +7 +0.7%
CCB
1006
Cutter & Co Brokerage
Missouri
$251K – – –
ECM
1007
EagleClaw Capital Management
Massachusetts
$251K – – –
Perfromance Wealth Partners
1008
Perfromance Wealth Partners
Illinois
$251K – – –
Waldron Private Wealth
1009
Waldron Private Wealth
Pennsylvania
$250K +$11.5K +47 +5%
SWM
1010
SeaCrest Wealth Management
New York
$250K – – –
WW
1011
Waterfront Wealth
Kansas
$249K – – –
Mairs & Power Inc
1012
Mairs & Power Inc
Minnesota
$249K – – –
BIC
1013
Beach Investment Counsel
Pennsylvania
$245K – – –
Summit Trail Advisors
1014
Summit Trail Advisors
New York
$242K +$35.2K +144 +17%
LOPW
1015
Live Oak Private Wealth
North Carolina
$242K – – –
GSB
1016
Greenfield Savings Bank
Massachusetts
$242K -$15.9K -65 -6%
WE
1017
Wealth Effects
Massachusetts
$241K – – –
Moneta Group Investment Advisors
1018
Moneta Group Investment Advisors
Missouri
$240K +$246K +1,006 New
FIM
1019
Freedom Investment Management
Connecticut
$240K -$19.8K -81 -7%
ACG
1020
Allen Capital Group
Nebraska
$240K +$245K +1,003 New
CIA
1021
Cladis Investment Advisory
Montana
$239K – – –
DA
1022
Dover Advisors
Virginia
$239K – – –
GI
1023
GS Investments
Minnesota
$239K – – –
WGAM
1024
Wilkinson Global Asset Management
New York
$236K -$24.4K -100 -9%
PWPS
1025
Pinnacle Wealth Planning Services
Ohio
$236K -$732 -3 -0.3%