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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
601
Bedel Financial Consulting
Indiana
$440K – – –
AIM
602
Anchor Investment Management
South Carolina
$438K – – –
FMBTD
603
First Midwest Bank Trust Division
Illinois
$435K – – –
YWP
604
YorkBridge Wealth Partners
New York
$432K +$34.8K +356 +9%
VFA
605
Valeo Financial Advisors
Indiana
$430K +$10.2K +104 +2%
SIA
606
SkyView Investment Advisors
New Jersey
$426K – – –
FMT
607
First Mercantile Trust
Tennessee
$424K -$45.4K -464 -9%
PBO
608
Peoples Bank (Ohio)
Ohio
$424K +$39.5K +404 +10%
JAG
609
Journey Advisory Group
Kentucky
$421K +$8.61K +88 +2%
PA
610
Parallel Advisors
California
$420K +$40.3K +412 +10%
KPWS
611
Kestra Private Wealth Services
Texas
$420K +$126K +1,288 +41%
H
612
HoyleCohen
California
$419K – – –
BPA
613
Beacon Pointe Advisors
California
$418K -$4.3K -44 -1%
HPC
614
HM Payson & Co
Maine
$414K – – –
EF
615
Empirical Finance
Pennsylvania
$414K +$24.3K +248 +6%
FFBTD
616
First Financial Bank - Trust Division
Ohio
$413K -$35.6K -364 -8%
Wolverine Trading
617
Wolverine Trading
Illinois
$408K +$410K +4,192 New
TCM
618
Twin Capital Management
Pennsylvania
$406K +$12.9K +132 +3%
CB
619
CNB Bank
Pennsylvania
$406K +$63.8K +652 +18%
SNT
620
Security National Trust
West Virginia
$397K – – –
PRC
621
Pearl River Capital
Michigan
$396K +$407K +4,156 New
CWM
622
Chesapeake Wealth Management
Virginia
$392K -$92K -940 -19%
PMFA
623
Plante Moran Financial Advisors
Michigan
$390K -$6.26K -64 -2%
BU
624
BBVA USA
Alabama
$390K +$111K +1,132 +38%
TI
625
Truepoint Inc
Ohio
$389K -$19.6K -200 -5%