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Name Holding Trade Value Shares
Change
Change in
Stake
PP
251
PDS Planning
Ohio
$357K +$17.6K +870 +6%
FNT
252
First National Trust
Pennsylvania
$350K
RCA
253
Resonant Capital Advisors
Wisconsin
$347K +$36.1K +1,789 +13%
Luther King Capital Management (LKCM)
254
Luther King Capital Management (LKCM)
Texas
$345K -$53.2K -2,636 -14%
CP
255
Canopy Partners
Ohio
$337K
OL
256
Optas LLC
Texas
$335K -$2.06K -102 -0.7%
CGL
257
Clarius Group LLC
Washington
$334K
VFA
258
Valeo Financial Advisors
Indiana
$327K +$21K +1,042 +7%
PCA
259
Prosperity Capital Advisors
Ohio
$327K +$19K +939 +7%
KeyBank National Association
260
KeyBank National Association
Ohio
$320K +$4.67K +231 +2%
FOA
261
Five Oceans Advisors
California
$316K
Group One Trading
262
Group One Trading
Illinois
$312K +$139K +6,898 +94%
ONB
263
Old National Bancorp
Indiana
$311K -$5.82K -288 -2%
PFS
264
Prospera Financial Services
Texas
$310K +$55.8K +2,765 +24%
CCIA
265
Campbell & Co Investment Adviser
Maryland
$306K -$25.1K -1,242 -8%
AF
266
Aviso Financial
Ontario, Canada
$304K +$12.2K +603 +5%
EWA
267
EP Wealth Advisors
California
$301K +$278K +13,773 New
BFG
268
Bleakley Financial Group
New Jersey
$300K +$7.94K +393 +3%
BCM
269
Bayesian Capital Management
New York
$293K +$271K +13,400 New
PS
270
Principal Securities
Iowa
$287K -$116K -5,751 -30%
KPWS
271
Kestra Private Wealth Services
Texas
$286K +$7.55K +374 +3%
KP
272
Keel Point
Alabama
$286K +$26.6K +1,315 +11%
YIA
273
YHB Investment Advisors
Connecticut
$282K
KCM
274
Kathmere Capital Management
Pennsylvania
$276K +$16.8K +830 +7%
Thrivent Financial for Lutherans
275
Thrivent Financial for Lutherans
Minnesota
$276K +$162 +8 +0.1%