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Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Caprock Group
Idaho
$374K +$348K +6,697 New
ACP
527
Aveo Capital Partners
Colorado
$374K +$353K +6,782 New
QCG
528
Quadrant Capital Group
Ohio
$371K -$19.7K -378 -5%
PHS
529
Pekin Hardy Strauss
Illinois
$370K +$6.03K +116 +2%
CCT
530
Country Club Trust
Missouri
$369K +$348K +6,691 New
WB
531
WesBanco Bank
West Virginia
$366K -$65.5K -1,260 -16%
NAM
532
NTV Asset Management
West Virginia
$366K -$61.4K -1,180 -15%
CCP
533
Corient Capital Partners
California
$365K +$103K +1,984 +43%
FLI
534
Family Legacy Inc
South Carolina
$360K
EWM
535
EPG Wealth Management
Georgia
$358K +$338K +6,499 New
MA
536
MKT Advisors
California
$357K +$337K +6,473 New
FNBOO
537
First National Bank of Omaha
Nebraska
$354K -$98.5K -1,893 -23%
PCA
538
Personal Capital Advisors
California
$354K +$334K +6,430 New
CC
539
Courier Capital
New York
$353K +$520 +10 +0.2%
MWM
540
Mission Wealth Management
California
$353K +$64.3K +1,236 +24%
RP
541
Riverwater Partners
Wisconsin
$353K +$334K +6,412 New
OL
542
Optas LLC
Texas
$345K -$208 -4 -0.1%
JCM
543
Jacobi Capital Management
Pennsylvania
$344K +$20.2K +389 +7%
NP
544
NorthRock Partners
Minnesota
$340K +$321K +6,162 New
CIA
545
Cladis Investment Advisory
Montana
$340K +$320K +6,160 New
PFO
546
Pathstone Family Office
New Jersey
$337K +$28.1K +540 +10%
AIM
547
Axiom Investment Management
New York
$336K -$629K -12,100 -67%
CA
548
Calton & Associates
Florida
$336K -$24.8K -477 -7%
APP
549
Avantax Planning Partners
Iowa
$334K
MWM
550
Meridian Wealth Management
Kentucky
$333K +$16.6K +320 +6%