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Name Holding Trade Value Shares
Change
Change in
Stake
WB
701
WesBanco Bank
West Virginia
$503K -$47K -100 -9%
QCG
702
Quadrant Capital Group
Ohio
$503K +$7.99K +17 +2%
MWM
703
Modera Wealth Management
New Jersey
$497K -$17.4K -37 -3%
Loomis, Sayles & Company
704
Loomis, Sayles & Company
Massachusetts
$495K -$67.7K -144 -12%
PCS
705
Personal CFO Solutions
New Jersey
$493K -$90.2K -192 -16%
EAM
706
Erste Asset Management
Austria
$492K
OIA
707
OneDigital Investment Advisors
Kansas
$491K -$278K -591 -37%
KWMG
708
King Wealth Management Group
Florida
$487K
CM
709
Capula Management
Cayman Islands
$487K -$47K -100 -9%
CNAM
710
Campbell Newman Asset Management
Wisconsin
$487K
TFA
711
Trinity Financial Advisors
Ohio
$487K
OC
712
Oakworth Capital
Alabama
$480K -$10.8K -23 -2%
LJAC
713
L.J. Altfest & Co
New York
$479K +$3.76K +8 +0.8%
CSPIA
714
Cary Street Partners Investment Advisory
Virginia
$476K +$224K +476 +95%
AC
715
ASB Consultores
Florida
$473K -$32.4K -69 -7%
SIC
716
Samalin Investment Counsel
New York
$471K +$24.9K +53 +6%
CT
717
Caldwell Trust
Florida
$470K
SC
718
SRB Corp
Massachusetts
$465K +$39.5K +84 +10%
SVWAG
719
Sound View Wealth Advisors Group
Georgia
$465K +$6.11K +13 +1%
CI
720
Conning Inc
Connecticut
$464K -$9.4K -20 -2%
WDG
721
Wealth Dimensions Group
Ohio
$462K +$1.41K +3 +0.3%
APWA
722
Atlas Private Wealth Advisors
New Jersey
$462K +$446K +950 New
TSS
723
Two Sigma Securities
New York
$462K +$446K +950 New
CIC
724
Carnegie Investment Counsel
Ohio
$462K -$21.6K -46 -5%
SWP
725
Strategic Wealth Partners
Ohio
$456K +$440K +937 New