We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
426
TCV Trust & Wealth Management
Virginia
$251K – – –
RC
427
Roundview Capital
New Jersey
$244K – – –
WSTAM
428
Wilbanks Smith & Thomas Asset Management
Virginia
$237K – – –
TCBWMS
429
Texas Capital Bank Wealth Management Services
Texas
$235K +$24.6K +150 +11%
PCA
430
Personal Capital Advisors
California
$233K -$328 -2 -0.1%
SFG
431
SNS Financial Group
Minnesota
$231K +$164 +1 +0.1%
OFG
432
Oxford Financial Group
Indiana
$229K – – –
DILIC
433
Dai-ichi Life Insurance Company
Japan
$227K – – –
E
434
Ergoteles
New York
$220K +$229K +1,400 New
QI
435
QS Investors
New York
$219K -$26K -159 -10%
WAM
436
Wolverine Asset Management
Illinois
$217K -$247K -1,508 -52%
VF
437
Virtu Financial
New York
$213K +$222K +1,358 New
MA
438
MANA Advisors
New York
$211K +$220K +1,343 New
PNC
439
Park National Corp
Ohio
$205K – – –
AAM
440
Aureus Asset Management
Massachusetts
$204K +$213K +1,300 New
LSAG
441
Lake Street Advisors Group
New Hampshire
$203K +$19.5K +119 +10%
LS
442
Livforsakringsbolaget Skandia
Sweden
$194K – – –
WT
443
Whittier Trust
California
$194K – – –
GAB
444
German American Bancorp
Indiana
$188K – – –
SBSB
445
Sullivan, Bruyette, Speros & Blaney
Virginia
$188K – – –
Federated Hermes
446
Federated Hermes
Pennsylvania
$185K +$116K +710 +152%
HB
447
Horizon Bancorp
Indiana
$178K -$7.86K -48 -4%
GWM
448
Geneos Wealth Management
Colorado
$172K – – –
BCA
449
Berman Capital Advisors
Georgia
$170K -$4.09K -25 -2%
Acadian Asset Management
450
Acadian Asset Management
Massachusetts
$169K +$106K +650 +153%