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Name Holding Trade Value Shares
Change
Change in
Stake
WFMPM
526
Woodley Farra Manion Portfolio Management
Indiana
$509K
Lido Advisors
527
Lido Advisors
California
$506K +$23.5K +131 +5%
SGA
528
Strategic Global Advisors
California
$506K +$24.6K +137 +5%
ICG
529
InterOcean Capital Group
Tennessee
$503K -$21.9K -122 -4%
CCP
530
Corient Capital Partners
California
$502K +$34.8K +194 +7%
Nuveen
531
Nuveen
North Carolina
$501K +$26K +145 +5%
SWM
532
SeaCrest Wealth Management
New York
$497K +$11.1K +62 +2%
MPAM
533
Murphy Pohlad Asset Management
Minnesota
$493K +$4.48K +25 +0.9%
CGL
534
Clarius Group LLC
Washington
$490K +$46.1K +257 +10%
ESB
535
Essex Savings Bank
Connecticut
$489K +$26.7K +149 +5%
ONB
536
Old National Bancorp
Indiana
$483K +$297K +1,659 +140%
AIA
537
Avalon Investment & Advisory
Texas
$475K
FC
538
FCA Corp
Texas
$475K
HCM
539
Howland Capital Management
Massachusetts
$475K
MWM
540
Mission Wealth Management
California
$474K +$67.2K +375 +16%
HJIM
541
Henry James International Management
New York
$473K
FFA
542
Founders Financial Alliance
North Carolina
$472K +$36.9K +206 +8%
ABLA
543
Alan B. Lancz & Associates
Ohio
$467K
RIA
544
Regal Investment Advisors
Michigan
$466K +$4.66K +26 +1%
VCA
545
Verdence Capital Advisors
Maryland
$460K +$90K +502 +23%
VA
546
Valmark Advisers
Ohio
$457K
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$457K +$26.7K +149 +6%
BOPW
548
Brandywine Oak Private Wealth
Pennsylvania
$456K -$101K -564 -17%
DWM
549
Dorchester Wealth Management
Quebec, Canada
$453K
S
550
SimplyRich
California
$451K +$32.6K +182 +7%