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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
726
Souders Financial Advisors
Ohio
$333K +$107 +2 +0%
PP
727
PDT Partners
New York
$333K +$114K +2,143 +44%
SSB
728
Sandy Spring Bank
Maryland
$332K – – –
FAM
729
Formidable Asset Management
Ohio
$330K -$49.7K -932 -12%
TPW
730
Transatlantique Private Wealth
New York
$330K +$372K +6,974 New
MCA
731
Morris Capital Advisors
Pennsylvania
$327K -$17.7K -333 -5%
CA
732
Clearstead Advisors
Ohio
$326K +$7.3K +137 +2%
ZCA
733
Zeke Capital Advisors
Pennsylvania
$325K +$116K +2,175 +46%
BFC
734
Bedel Financial Consulting
Indiana
$323K – – –
SLI
735
Sumitomo Life Insurance
Japan
$321K -$5.22K -98 -1%
AWC
736
Adamsbrown Wealth Consultants
Kansas
$321K – – –
UB
737
UMB Bank
Missouri
$320K -$8.21K -154 -2%
RGF
738
Retirement Guys Formula
Ohio
$320K +$54.2K +1,017 +18%
CL
739
CPWM LLC
Washington
$316K +$47K +881 +15%
AF
740
Allworth Financial
California
$314K -$23K -432 -6%
FMAEN1
741
Fund Management at Engine No 1
California
$314K +$51.4K +964 +17%
IGWM
742
ICA Group Wealth Management
Colorado
$311K +$4.69K +88 +1%
KFGK
743
Keystone Financial Group (Kentucky)
Kentucky
$309K +$53 +1 +0%
FPCG
744
Forum Private Client Group
Indiana
$306K +$345K +6,475 New
GWM
745
Geneos Wealth Management
Colorado
$304K -$59.1K -1,109 -15%
WB
746
WesBanco Bank
West Virginia
$304K – – –
JCM
747
J2 Capital Management
Michigan
$303K +$3.41K +64 +1%
FWP
748
FAS Wealth Partners
Kansas
$303K +$79.9K +1,500 +31%
EFG
749
Everhart Financial Group
Ohio
$303K +$341K +6,396 New
WPC
750
Wedmont Private Capital
Pennsylvania
$303K +$341K +6,406 New