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Name Holding Trade Value Shares
Change
Change in
Stake
Apollon Wealth Management
726
Apollon Wealth Management
South Carolina
$369K +$1.64K +33 +0.5%
WesBanco Bank
727
WesBanco Bank
West Virginia
$368K -$132K -2,656 -29%
EAM
728
Evanson Asset Management
California
$368K – – –
JCM
729
J2 Capital Management
Michigan
$364K -$86.5K -1,743 -22%
PP
730
Patron Partners
Texas
$364K – – –
CPA
731
Court Place Advisors
Maryland
$361K -$49.6K -1,000 -14%
SAM
732
SignalPoint Asset Management
Missouri
$361K – – –
Evergreen Capital Management
733
Evergreen Capital Management
Washington
$361K +$8.34K +168 +3%
ACG
734
Allen Capital Group
Nebraska
$361K +$34.8K +700 +13%
F.L. Putnam Investment Management
735
F.L. Putnam Investment Management
Massachusetts
$360K +$35.5K +715 +13%
MWPCG
736
Measured Wealth Private Client Group
New Hampshire
$359K -$11.1K -223 -3%
TC
737
Towle & Co
Colorado
$359K +$310K +6,250 New
AIM
738
Anchor Investment Management
South Carolina
$359K – – –
TPWM
739
Twelve Points Wealth Management
Massachusetts
$356K +$308K +6,198 New
MAI Capital Management
740
MAI Capital Management
Ohio
$356K +$308K +6,207 New
JAG
741
Journey Advisory Group
Kentucky
$352K -$42.9K -864 -12%
Meridian Wealth Management
742
Meridian Wealth Management
Kentucky
$351K -$88.4K -1,781 -23%
FWM
743
Frontier Wealth Management
Missouri
$349K +$3.72K +75 +1%
EARNEST Partners
744
EARNEST Partners
Georgia
$346K – – –
PPW
745
Parcion Private Wealth
Washington
$344K – – –
SHA
746
Seneca House Advisors
Virginia
$344K +$298K +6,000 New
BW
747
Basepoint Wealth
Iowa
$338K -$32K -645 -10%
SIC
748
Sigma Investment Counselors
Michigan
$337K – – –
Fiera Capital (Canada)
749
Fiera Capital (Canada)
Quebec, Canada
$337K +$292K +5,875 New
AIA
750
Affinity Investment Advisors
California
$335K +$44.6K +898 +18%