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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
526
Boltwood Capital Management
California
$374K -$3.33K -64 -0.9%
CG
527
Caprock Group
Idaho
$374K +$348K +6,697 New
ACP
528
Aveo Capital Partners
Colorado
$374K +$353K +6,782 New
QCG
529
Quadrant Capital Group
Ohio
$371K -$19.7K -378 -5%
PHS
530
Pekin Hardy Strauss
Illinois
$370K +$6.03K +116 +2%
CCT
531
Country Club Trust
Missouri
$369K +$348K +6,691 New
WB
532
WesBanco Bank
West Virginia
$366K -$65.5K -1,260 -16%
NAM
533
NTV Asset Management
West Virginia
$366K -$61.4K -1,180 -15%
CCP
534
Corient Capital Partners
California
$365K +$103K +1,984 +43%
FLI
535
Family Legacy Inc
South Carolina
$360K – – –
EWM
536
EPG Wealth Management
Georgia
$358K +$338K +6,499 New
MA
537
MKT Advisors
California
$357K +$337K +6,473 New
FNBOO
538
First National Bank of Omaha
Nebraska
$354K -$98.5K -1,893 -23%
PCA
539
Personal Capital Advisors
California
$354K +$334K +6,430 New
CC
540
Courier Capital
New York
$353K +$520 +10 +0.2%
MWM
541
Mission Wealth Management
California
$353K +$64.3K +1,236 +24%
RP
542
Riverwater Partners
Wisconsin
$353K +$334K +6,412 New
OL
543
Optas LLC
Texas
$345K -$208 -4 -0.1%
JCM
544
Jacobi Capital Management
Pennsylvania
$344K +$20.2K +389 +7%
NP
545
NorthRock Partners
Minnesota
$340K +$321K +6,162 New
CIA
546
Cladis Investment Advisory
Montana
$340K +$320K +6,160 New
PFO
547
Pathstone Family Office
New Jersey
$337K +$28.1K +540 +10%
AIM
548
Axiom Investment Management
New York
$336K -$629K -12,100 -67%
CA
549
Calton & Associates
Florida
$336K -$24.8K -477 -7%
APP
550
Avantax Planning Partners
Iowa
$334K – – –