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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
526
Boston Family Office
Massachusetts
$239K – – –
RMC
527
Resources Management Corp
Connecticut
$236K -$1.8K -30 -0.8%
VFA
528
Valeo Financial Advisors
Indiana
$234K +$230K +3,833 New
BCWM
529
Bartlett & Co Wealth Management
Ohio
$234K +$13.2K +220 +6%
AFG
530
Atomi Financial Group
New York
$233K +$229K +3,813 New
JPWM
531
Jamison Private Wealth Management
Georgia
$232K +$2.88K +48 +1%
AIIMS
532
Analyst IMS Investment Management Services
Israel
$232K – – –
CSC
533
Caldwell Sutter Capital
California
$231K – – –
EW
534
Elyxium Wealth
California
$231K +$227K +3,775 New
DWT
535
Dorsey & Whitney Trust
South Dakota
$230K -$5.34K -89 -2%
FRA
536
Frank Rimerman Advisors
California
$227K +$223K +3,716 New
CAM
537
Claret Asset Management
Quebec, Canada
$227K -$37.6K -626 -14%
GC
538
Guggenheim Capital
Illinois
$226K +$222K +3,699 New
PIM
539
Penobscot Investment Management
Massachusetts
$225K – – –
AssetMark Inc
540
AssetMark Inc
California
$224K -$1.66M -27,644 -88%
ONB
541
Old National Bancorp
Indiana
$224K +$220K +3,659 New
VCA
542
Verdence Capital Advisors
Maryland
$216K -$7.14K -119 -3%
FTWA
543
Fifth Third Wealth Advisors
Ohio
$213K -$8.1K -135 -4%
ATC
544
Argent Trust Co
Tennessee
$212K -$10.6K -176 -5%
A
545
Argentarii
Ohio
$211K +$205K +3,421 New
JIC
546
Johnson Investment Counsel
Ohio
$211K +$207K +3,449 New
FCB
547
First County Bank
Connecticut
$208K +$205K +3,408 New
AA
548
ALPS Advisors
Colorado
$207K +$203K +3,384 New
MYAM
549
Meiji Yasuda Asset Management
Japan
$204K -$49.9K -831 -20%
TRCT
550
Tower Research Capital (TRC)
New York
$204K -$303K -5,055 -60%