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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
701
Keebeck Wealth Management
Illinois
$353K +$11.7K +64 +4%
WFA
702
Wellspring Financial Advisors
Ohio
$352K +$329K +1,805 New
NAS
703
Nicolet Advisory Services
Wisconsin
$350K -$3.1K -17 -1%
IA
704
IFG Advisory
Georgia
$349K -$4.55K -25 -1%
PTC
705
Private Trust Company
Ohio
$349K -$2.37K -13 -0.7%
VA
706
VestGen Advisors
Illinois
$347K -$244K -1,338 -43%
ACA
707
Aptus Capital Advisors
Alabama
$345K +$49.9K +274 +18%
EWA
708
EverSource Wealth Advisors
Alabama
$342K -$60.8K -334 -16%
MKC
709
M. Kraus & Co
Vermont
$342K
EM
710
Excalibur Management
Massachusetts
$341K
SAM
711
Smartleaf Asset Management
Massachusetts
$339K +$14.4K +79 +5%
OIA
712
OneDigital Investment Advisors
Kansas
$338K -$2.91K -16 -0.9%
WC
713
Wynn Capital
Georgia
$335K -$27.3K -150 -8%
BTWM
714
Baker Tilly Wealth Management
Wisconsin
$334K +$13.5K +74 +5%
MHIC
715
Marble Harbor Investment Counsel
Massachusetts
$333K
CFB
716
Cullen/Frost Bankers
Texas
$332K -$1.31M -7,194 -81%
NP
717
Nilsine Partners
Colorado
$330K -$8.56K -47 -3%
JF
718
JMN Financial
Ohio
$328K +$306K +1,679 New
NPF
719
Norris Perne & French
Michigan
$328K +$182 +1 +0.1%
WT
720
Whittier Trust
California
$322K -$1.09K -6 -0.4%
FM
721
Foster & Motley
Ohio
$321K
CBTWT
722
Community Bank & Trust (Waco, Texas)
Texas
$320K
OFG
723
Oxford Financial Group
Indiana
$317K +$1.64K +9 +0.6%
PIM
724
Penobscot Investment Management
Massachusetts
$316K -$13.7K -75 -4%
QIM
725
Quantitative Investment Management
Virginia
$316K +$296K +1,623 New