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Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
801
Focus Partners Advisor Solutions
Missouri
$737K +$189K +901 +29%
PWM
802
Perigon Wealth Management
California
$736K -$6.94K -33 -0.9%
MIM
803
Miller Investment Management
Pennsylvania
$732K – – –
PP
804
PDT Partners
New York
$731K -$3.66M -17,398 -81%
BIM
805
Baldwin Investment Management
Pennsylvania
$731K – – –
BBI
806
Baxter Bros Inc
Connecticut
$731K – – –
LHWM
807
Lake Hills Wealth Management
Texas
$723K – – –
TWM
808
Trueblood Wealth Management
Ohio
$719K +$114K +543 +16%
CTC
809
Central Trust Company
Missouri
$718K -$49.6K -236 -6%
HS
810
Horan Securities
United States
$710K +$1.26K +6 +0.2%
AO
811
Advisor OS
Illinois
$706K +$102K +483 +14%
WT
812
Whittier Trust
California
$702K +$107K +508 +15%
MCWS
813
McKinley Carter Wealth Services
West Virginia
$699K -$163K -777 -17%
TW
814
TrinityPoint Wealth
Connecticut
$698K -$218K -1,037 -21%
PWS
815
Proactive Wealth Strategies
Georgia
$697K +$1.47K +7 +0.2%
FTWA
816
Fifth Third Wealth Advisors
Ohio
$696K -$44.8K -213 -5%
ACM
817
Advisors Capital Management
New Jersey
$695K -$6.1K -29 -0.8%
ESBC
818
E.S. Barr & Co
Kentucky
$694K – – –
TBT
819
Texas Bank & Trust
Texas
$694K +$799K +3,800 New
KDA
820
Kraft Davis & Associates
Missouri
$690K – – –
LC
821
LCNB Corp
Ohio
$687K – – –
HAG
822
HighPoint Advisor Group
Illinois
$681K +$64.5K +307 +10%
MCM
823
Manchester Capital Management
Vermont
$673K – – –
TWP
824
Tyche Wealth Partners
Texas
$668K +$769K +3,658 New
BAM
825
Blueshift Asset Management
New Jersey
$668K +$768K +3,654 New