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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
1001
Bartlett & Co Wealth Management
Ohio
$224K +$15.4K +77 +7%
BC
1002
Bartlett & Co
Ohio
$223K +$15.4K +77 +7%
AS
1003
Altshuler Shaham
Israel
$223K +$123K +612 +119%
KMWM
1004
Keudell/Morrison Wealth Management
Oregon
$222K -$13.6K -68 -6%
FFA
1005
First Foundation Advisors
California
$222K +$225K +1,122 New
B
1006
Barings
North Carolina
$221K +$1K +5 +0.4%
AAS
1007
Avantax Advisory Services
Texas
$221K +$223K +1,113 New
IFWM
1008
Institute for Wealth Management
Colorado
$220K -$120K -600 -35%
VWM
1009
Valley Wealth Managers
New Jersey
$219K -$225K -1,124 -50%
FFC
1010
First Financial Corp
Indiana
$218K -$10K -50 -4%
PA
1011
PFG Advisors
Arizona
$218K -$3.81K -19 -2%
B
1012
Bellecapital
Switzerland
$218K – – –
LPIC
1013
LeJeune Puetz Investment Counsel
Michigan
$218K – – –
ST
1014
Smithfield Trust
Pennsylvania
$218K +$27.1K +135 +14%
HTC
1015
Haverford Trust Company
Pennsylvania
$217K – – –
Two Sigma Investments
1016
Two Sigma Investments
New York
$217K +$219K +1,094 New
FNT
1017
First Nebraska Trust
Nebraska
$216K – – –
NFG
1018
Nadler Financial Group
Illinois
$215K -$12K -60 -5%
PP
1019
Prudential plc
United Kingdom
$214K -$20.4K -102 -9%
AWM
1020
Aries Wealth Management
Maine
$213K -$9.02K -45 -4%
NL
1021
NWAM LLC
Washington
$213K +$1.4K +7 +0.7%
LC
1022
LCNB Corp
Ohio
$208K -$1K -5 -0.5%
HWA
1023
Heritage Wealth Advisors
Virginia
$208K – – –
D.E. Shaw & Co
1024
D.E. Shaw & Co
New York
$206K -$247K -1,234 -54%
LWAC
1025
Laurel Wealth Advisors (California)
California
$203K +$205K +1,023 New