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Name Holding Trade Value Shares
Change
Change in
Stake
LF
626
Lantz Financial
Illinois
$353K +$3.16K +84 +1%
LSAG
627
Lake Street Advisors Group
New Hampshire
$351K -$33.4K -888 -9%
WA
628
WBH Advisory
Maryland
$350K +$5.79K +154 +2%
PTC
629
Private Trust Company
Ohio
$348K +$14.7K +390 +5%
HW
630
Hancock Whitney
Mississippi
$347K -$2.59K -69 -0.8%
AG
631
AIA Group
Hong Kong
$345K
MIP
632
Marietta Investment Partners
Wisconsin
$345K
ONB
633
Old National Bancorp
Indiana
$342K -$170K -4,524 -35%
SA
634
Strategic Advisors
New York
$341K +$150 +4 +0%
First Manhattan
635
First Manhattan
New York
$341K +$8.42K +224 +3%
MPM
636
MBB Public Markets
Illinois
$336K -$2.39M -63,630 -88%
HI
637
Hendershot Investments
Virginia
$335K -$3.91K -104 -1%
VCA
638
Verdence Capital Advisors
Maryland
$334K +$53.6K +1,426 +21%
CK
639
Cohen Klingenstein
New York
$333K
FFM
640
Forum Financial Management
Illinois
$332K +$43.4K +1,154 +16%
RBC
641
Romano Brothers & Co
Illinois
$330K -$28.8K -765 -9%
MFGM
642
Marshall Financial Group (Maryland)
Maryland
$328K -$237K -6,305 -44%
RP
643
Riverwater Partners
Wisconsin
$327K -$5.23K -139 -2%
CLOS
644
Compagnie Lombard Odier SCmA
Switzerland
$325K -$28.4K -756 -9%
YWM
645
Yardley Wealth Management
Pennsylvania
$324K +$301K +8,000 New
CA
646
Cornerstone Advisory
Maryland
$323K -$20.2K -537 -6%
PTP
647
Platform Technology Partners
New York
$322K +$5.98K +159 +2%
CIA
648
ClearBridge Investments (Australia)
Australia
$321K -$50.3K -1,337 -14%
AOWM
649
Alpha Omega Wealth Management
Virginia
$319K
VC
650
Veery Capital
Delaware
$319K