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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
801
Perigon Wealth Management
California
$736K -$6.94K -33 -0.9%
MIM
802
Miller Investment Management
Pennsylvania
$732K
PP
803
PDT Partners
New York
$731K -$3.66M -17,398 -81%
BIM
804
Baldwin Investment Management
Pennsylvania
$731K
BBI
805
Baxter Bros Inc
Connecticut
$731K
LHWM
806
Lake Hills Wealth Management
Texas
$723K
TWM
807
Trueblood Wealth Management
Ohio
$719K +$114K +543 +16%
CTC
808
Central Trust Company
Missouri
$718K -$49.6K -236 -6%
HS
809
Horan Securities
United States
$710K +$1.26K +6 +0.2%
AO
810
Advisor OS
Illinois
$706K +$102K +483 +14%
WT
811
Whittier Trust
California
$702K +$107K +508 +15%
MCWS
812
McKinley Carter Wealth Services
West Virginia
$699K -$163K -777 -17%
TW
813
TrinityPoint Wealth
Connecticut
$698K -$218K -1,037 -21%
PWS
814
Proactive Wealth Strategies
Georgia
$697K +$1.47K +7 +0.2%
FTWA
815
Fifth Third Wealth Advisors
Ohio
$696K -$44.8K -213 -5%
ACM
816
Advisors Capital Management
New Jersey
$695K -$6.1K -29 -0.8%
ESBC
817
E.S. Barr & Co
Kentucky
$694K
TBT
818
Texas Bank & Trust
Texas
$694K +$799K +3,800 New
KDA
819
Kraft Davis & Associates
Missouri
$690K
LC
820
LCNB Corp
Ohio
$687K
HAG
821
HighPoint Advisor Group
Illinois
$681K +$64.5K +307 +10%
MCM
822
Manchester Capital Management
Vermont
$673K
TWP
823
Tyche Wealth Partners
Texas
$668K +$769K +3,658 New
BAM
824
Blueshift Asset Management
New Jersey
$668K +$768K +3,654 New
Financial Engines Advisors
825
Financial Engines Advisors
California
$661K -$14.1K -67 -2%