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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
526
Private Wealth Partners
California
$415K -$167K -1,000 -28%
IPW
527
Inlet Private Wealth
Florida
$415K
WKWM
528
Walter & Keenan Wealth Management
Indiana
$414K
OIA
529
OneDigital Investment Advisors
Kansas
$410K +$256K +1,527 +156%
WA
530
Wambolt & Associates
Colorado
$409K -$8.37K -50 -2%
CA
531
Cullinan Associates
Kentucky
$409K
BIAS
532
Beacon Investment Advisory Services
New Jersey
$408K -$6.69K -40 -2%
CBU
533
CIBC Bank USA
Illinois
$407K +$137K +817 +49%
SYBT
534
Stock Yards Bank & Trust
Kentucky
$406K
Loomis, Sayles & Company
535
Loomis, Sayles & Company
Massachusetts
$406K +$63.8K +381 +18%
FNT
536
First Nebraska Trust
Nebraska
$403K +$12.6K +75 +3%
DP
537
Dearborn Partners
Illinois
$403K -$1.17K -7 -0.3%
SRC
538
Shufro Rose & Co
New York
$403K
FHA
539
Flagship Harbor Advisors
Massachusetts
$402K -$36K -215 -8%
9WM
540
9258 Wealth Management
Ohio
$399K -$6.69K -40 -2%
AssetMark Inc
541
AssetMark Inc
California
$399K +$35.6K +213 +10%
FMBTD
542
First Midwest Bank Trust Division
Illinois
$398K
BOPW
543
Brandywine Oak Private Wealth
Pennsylvania
$398K +$29.4K +176 +8%
BSB
544
Bangor Savings Bank
Maine
$396K -$20.7K -124 -5%
HPCM
545
High Pointe Capital Management
Illinois
$396K
IB
546
Intrust Bank
Kansas
$396K
RBFC
547
Roman Butler Fullerton & Co
Missouri
$395K -$16.7K -100 -4%
AIS
548
American Investment Services
Massachusetts
$390K
DWM
549
Doyle Wealth Management
Florida
$385K +$117K +700 +42%
FCCM
550
First City Capital Management
Georgia
$384K