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Name Holding Trade Value Shares
Change
Change in
Stake
1SB
901
1ST Source Bank
Indiana
$4.46M -$1.07K -22 -0%
LIM
902
Leavell Investment Management
Alabama
$4.45M +$932K +19,169 +30%
FSA
903
Franklin Street Advisors
North Carolina
$4.44M -$836K -17,194 -17%
FMC
904
First Merchants Corp
Indiana
$4.43M -$799K -16,419 -16%
RWA
905
Roberts Wealth Advisors
California
$4.41M +$9.44K +194 +0.2%
FPCG
906
Fort Pitt Capital Group
Pennsylvania
$4.4M +$151K +3,109 +4%
GI
907
GAMMA Investing
California
$4.39M +$652K +13,406 +19%
SAG
908
SageView Advisory Group
California
$4.36M -$482K -9,903 -11%
ACG
909
Allen Capital Group
Nebraska
$4.33M -$773K -15,887 -16%
HW
910
Hancock Whitney
Mississippi
$4.3M -$13.2M -271,998 -77%
BCWM
911
Bartlett & Co Wealth Management
Ohio
$4.3M -$204K -4,191 -5%
AssetMark Inc
912
AssetMark Inc
California
$4.29M -$2.27M -46,641 -37%
BOCM
913
Bontempo Ohly Capital Management
Maryland
$4.28M +$101K +2,082 +3%
ST
914
Spinnaker Trust
Maine
$4.28M +$141K +2,906 +4%
AAMU
915
APG Asset Management US
New York
$4.27M -$25.4M -521,505 -87%
P
916
Pitcairn
Pennsylvania
$4.27M +$161K +3,301 +4%
RWM
917
RBA Wealth Management
California
$4.26M +$148K +3,039 +4%
ZIG
918
Zurich Insurance Group
Switzerland
$4.25M
CCP
919
Clarkston Capital Partners
Michigan
$4.24M
IWM
920
IHT Wealth Management
Illinois
$4.21M +$743K +15,285 +24%
GRP
921
Global Retirement Partners
California
$4.21M -$31K -638 -0.8%
GVAG
922
Great Valley Advisor Group
Delaware
$4.19M -$2.22M -45,619 -37%
BIM
923
Bridges Investment Management
Nebraska
$4.19M -$187K -3,851 -5%
ISWM
924
Independent Solutions Wealth Management
New York
$4.18M -$57.7K -1,186 -1%
CWM
925
Concentric Wealth Management
California
$4.18M +$14.3K +295 +0.4%