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Name Holding Trade Value Shares
Change
Change in
Stake
WB
726
WesBanco Bank
West Virginia
$290K +$4.35K +25 +2%
KIA
727
KCM Investment Advisors
California
$288K -$125K -717 -31%
VFA
728
Valeo Financial Advisors
Indiana
$284K +$21.4K +123 +9%
PGA
729
Portland Global Advisors
Maine
$283K
EWA
730
EverSource Wealth Advisors
Alabama
$282K +$211K +1,210 +367%
NP
731
Nilsine Partners
Colorado
$282K -$24.9K -143 -9%
SG Americas Securities
732
SG Americas Securities
New York
$281K -$14M -80,602 -98%
SPC
733
Spirepoint Private Client
Florida
$279K +$174 +1 +0.1%
MMA
734
Mizuho Markets Americas
New York
$279K -$855K -4,912 -76%
GIA
735
Gateway Investment Advisers
Ohio
$278K -$6.44K -37 -2%
FFC
736
Frederick Financial Consultants
Maryland
$277K +$4.18K +24 +2%
Empower Advisory Group
737
Empower Advisory Group
Colorado
$275K -$26.4K -152 -9%
BFPW
738
BOK Financial Private Wealth
Colorado
$275K
VAS
739
Vestmark Advisory Solutions
Massachusetts
$274K -$7.83K -45 -3%
PPWP
740
Premier Path Wealth Partners
New Jersey
$273K -$8.35K -48 -3%
SCG
741
Sonata Capital Group
Washington
$273K
HCM
742
Hengehold Capital Management
Ohio
$272K
OFG
743
Oxford Financial Group
Indiana
$272K
PMSA
744
Patrick M. Sweeney & Associates
Illinois
$272K +$32.2K +185 +15%
VVP
745
Venture Visionary Partners
Ohio
$270K +$46.5K +267 +22%
CFS
746
Cannon Financial Strategists
Georgia
$268K -$14.3K -82 -5%
GWMR
747
GC Wealth Management RIA
Massachusetts
$268K +$254K +1,461 New
PCS
748
Personal CFO Solutions
New Jersey
$267K +$2.09K +12 +0.8%
FMLI
749
Fukoku Mutual Life Insurance
Japan
$266K
BBHC
750
Brown Brothers Harriman & Co
New York
$266K +$37.9K +218 +18%