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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
676
TriaGen Wealth Management
California
$231K +$235K +7,258 New
KCM
677
Kathmere Capital Management
Pennsylvania
$230K -$6.48K -200 -3%
TI
678
Truepoint Inc
Ohio
$230K +$234K +7,230 New
SCM
679
Stevens Capital Management
Pennsylvania
$229K +$234K +7,218 New
TNB
680
TCF National Bank
South Dakota
$227K +$4.44K +137 +2%
DFG
681
Demars Financial Group
Washington
$226K +$4.86K +150 +2%
JAG
682
Journey Advisory Group
Kentucky
$226K +$231K +7,115 New
SICM
683
Sustainable Insight Capital Management
New York
$225K +$230K +7,092 New
KWM
684
Kingsview Wealth Management
Oregon
$224K -$40.9K -1,263 -15%
AIM
685
Anchor Investment Management
South Carolina
$224K
SFA
686
Souders Financial Advisors
Ohio
$223K -$15.4K -476 -6%
CMO
687
Covenant Multifamily Offices
Texas
$221K +$14.3K +441 +7%
MWM
688
Meridian Wealth Management
Kentucky
$218K -$64.8K -1,998 -23%
EAM
689
Evanson Asset Management
California
$218K +$6.48K +200 +3%
FHB
690
First Hawaiian Bank
Hawaii
$217K -$237K -7,299 -52%
CS
691
Comerica Securities
Michigan
$217K +$8.56K +264 +4%
IWM
692
IHT Wealth Management
Illinois
$216K -$6.06K -187 -3%
FNT
693
First National Trust
Pennsylvania
$214K -$13.3K -409 -6%
ODG
694
O'Dell Group
Ohio
$212K +$216K +6,665 New
AF
695
Advisornet Financial
Minnesota
$211K -$107K -3,301 -33%
DT
696
Diversified Trust
Tennessee
$210K -$134K -4,141 -39%
CCM
697
Coldstream Capital Management
Washington
$207K -$59.3K -1,830 -22%
TSS
698
Two Sigma Securities
New York
$206K +$210K +6,485 New
Connor, Clark & Lunn Investment Management (CC&L)
699
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$204K -$1.14M -35,173 -85%
FTC
700
Farmers Trust Company
Ohio
$203K