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Name Holding Trade Value Shares
Change
Change in
Stake
FFBTD
951
First Financial Bank - Trust Division
Ohio
$626K +$3.89K +9 +0.6%
AWP
952
Accretive Wealth Partners
New Jersey
$626K +$11.2K +26 +2%
PCP
953
Proficio Capital Partners
Massachusetts
$626K +$29.8K +69 +4%
GM
954
GeoWealth Management
Illinois
$624K -$41.5K -96 -6%
OLA
955
Oliver Luxxe Assets
New Jersey
$620K +$5.62K +13 +0.8%
SA
956
SRN Advisors
Pennsylvania
$617K -$50.5K -117 -7%
VST
957
Van Strum & Towne
California
$614K
OPS
958
Orion Portfolio Solutions
Nebraska
$611K +$124K +287 +22%
BG
959
Bahl & Gaynor
Ohio
$609K +$182K +422 +37%
PT
960
Plimoth Trust
Massachusetts
$606K -$125K -290 -16%
AA
961
Ancora Advisors
Ohio
$605K +$3.46K +8 +0.5%
JWA
962
JFS Wealth Advisors
Pennsylvania
$600K
SCP
963
Stamos Capital Partners
California
$596K -$549K -1,270 -45%
AP
964
Americana Partners
Texas
$596K +$12.1K +28 +2%
ZCA
965
Zeke Capital Advisors
Pennsylvania
$593K +$50.1K +116 +8%
PAI
966
Pittenger & Anderson Inc
Nebraska
$593K +$98.5K +228 +17%
VA
967
Valmark Advisers
Ohio
$591K +$2.59K +6 +0.4%
Lido Advisors
968
Lido Advisors
California
$591K +$95.5K +221 +17%
EFG
969
Everhart Financial Group
Ohio
$590K +$207K +479 +46%
EI
970
Ellevest Inc
New York
$590K +$214K +495 +48%
CA
971
Clearstead Advisors
Ohio
$586K -$364K -842 -36%
FPAS
972
Focus Partners Advisor Solutions
Missouri
$585K +$128K +296 +24%
LC
973
Lindbrook Capital
California
$581K +$6.91K +16 +1%
TCB
974
Texas Capital Bancshares
Texas
$577K
CHP
975
Cable Hill Partners
Oregon
$577K +$222K +513 +52%