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Name Holding Trade Value Shares
Change
Change in
Stake
AI
451
Atria Investments
North Carolina
$517K +$480K +4,484 New
BCWM
452
Bartlett & Co Wealth Management
Ohio
$516K -$4.39K -41 -0.9%
AW
453
Alpha Windward
Massachusetts
$516K -$32.5K -303 -6%
HAM
454
Highstreet Asset Management
Ontario, Canada
$512K -$15.4K -144 -3%
AB
455
Atlas Brown
Kentucky
$511K
RIG
456
Renaissance Investment Group
Massachusetts
$510K
HB
457
Horizon Bancorp
Indiana
$510K +$474K +4,425 New
Aristotle Capital Management
458
Aristotle Capital Management
California
$498K
WAM
459
Wealthspire Advisors (Maryland)
Maryland
$478K +$123K +1,150 +38%
TCOT
460
Trust Company of Toledo
Ohio
$474K
WP
461
WealthShield Partners
North Carolina
$473K -$132K -1,237 -23%
MGIM
462
M&G Investment Management
United Kingdom
$473K +$441K +4,114 New
VWM
463
Valley Wealth Managers
New Jersey
$461K -$342K -3,191 -44%
MJP
464
Michael J. Puzo
$461K
MFG
465
MidWestOne Financial Group
Iowa
$461K
CIBC Private Wealth Group
466
CIBC Private Wealth Group
Georgia
$459K -$171K -1,600 -29%
PCM
467
Prelude Capital Management
New York
$457K -$10.3K -96 -2%
CI
468
CX Institutional
Indiana
$454K
DADC
469
D.A. Davidson & Co
Montana
$451K -$53.6K -500 -11%
AA
470
Ancora Advisors
Ohio
$444K -$182K -1,700 -31%
FA
471
FDx Advisors
Illinois
$444K +$11.2K +105 +3%
NWP
472
Northstar Wealth Partners
Connecticut
$442K -$48.2K -450 -10%
TF
473
TRH Financial
Iowa
$441K +$407K +3,802 New
ETC
474
Exchange Traded Concepts
Oklahoma
$437K +$406K +3,789 New
CI
475
Cigna Investments
Connecticut
$436K -$44.2K -413 -10%