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Name Holding Trade Value Shares
Change
Change in
Stake
WB
751
WesBanco Bank
West Virginia
$457K -$7.48K -200 -2%
AAS
752
Annex Advisory Services
Wisconsin
$447K +$187K +5,000 +69%
TIA
753
Trust Investment Advisors
Indiana
$445K -$67.7K -1,810 -13%
SIM
754
Sentry Investment Management
Wisconsin
$444K -$76.3K -2,040 -14%
SCM
755
SevenOneSeven Capital Management
Pennsylvania
$444K -$8.23K -220 -2%
AG
756
Ascent Group
Virginia
$443K +$452K +12,090 New
CT
757
Coastline Trust
Rhode Island
$439K
JIR
758
James Investment Research
Ohio
$439K
CW
759
CreativeOne Wealth
Kansas
$437K +$12K +320 +3%
CP
760
Camelot Portfolios
Ohio
$434K -$241K -6,440 -35%
WTC
761
WhitTier Trust Company
Nevada
$432K
PFO
762
Pathstone Family Office
New Jersey
$430K -$62.1K -1,660 -12%
PWS
763
Precision Wealth Strategies
Missouri
$423K -$138K -3,700 -24%
AAMC
764
Asset Allocation & Management Company
Illinois
$421K
CM
765
CastleKnight Management
New York
$421K +$430K +11,500 New
CTA
766
Chesley Taft & Associates
Illinois
$418K -$11.2K -300 -2%
RWM
767
Ritholtz Wealth Management
New York
$416K +$12.3K +330 +3%
ACM
768
Ategra Capital Management
Virginia
$410K
FDCDDQ
769
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K -$44.9K -1,200 -10%
MIP
770
Marietta Investment Partners
Wisconsin
$408K
SFS
771
Stiles Financial Services
Minnesota
$407K +$41.9K +1,120 +11%
SW
772
SVB Wealth
Massachusetts
$405K +$29.5K +790 +8%
WAG
773
Winthrop Advisory Group
Massachusetts
$404K +$748 +20 +0.2%
SWA
774
SFMG Wealth Advisors
Texas
$403K -$1.12K -30 -0.3%
Credit Agricole
775
Credit Agricole
France
$402K +$200K +5,340 +95%