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Name Holding Trade Value Shares
Change
Change in
Stake
ONB
751
Old National Bancorp
Indiana
$302K -$34.7K -651 -9%
VCA
752
Verdence Capital Advisors
Maryland
$301K -$889K -16,677 -72%
PWM
753
Perigon Wealth Management
California
$301K -$365K -6,842 -52%
MHS
754
M Holdings Securities
Oregon
$301K -$33.6K -631 -9%
PP
755
Patron Partners
Texas
$301K – – –
WAAG
756
Wealth Alliance Advisory Group
Kansas
$300K -$10.7K -200 -3%
CPA
757
Court Place Advisors
Maryland
$298K – – –
SAM
758
SignalPoint Asset Management
Missouri
$298K – – –
FA
759
FDx Advisors
Illinois
$296K -$248K -4,649 -43%
BOH
760
Bank of Hawaii
Hawaii
$296K -$188K -3,534 -36%
W
761
Wealthquest
Ohio
$296K +$1.01K +19 +0.3%
CFG
762
Cooper Financial Group
California
$296K +$66.9K +1,256 +25%
AIM
763
Anchor Investment Management
South Carolina
$296K – – –
XT
764
XTX Topco
Cayman Islands
$289K +$326K +6,113 New
OPS
765
Orion Portfolio Solutions
Nebraska
$288K +$23.9K +448 +8%
BW
766
Bison Wealth
Georgia
$288K +$77.5K +1,454 +31%
ECM
767
Evergreen Capital Management
Washington
$286K -$12K -226 -4%
MCM
768
MAI Capital Management
Ohio
$286K -$8.21K -154 -2%
RA
769
RFG Advisory
Alabama
$285K +$13.5K +253 +4%
SHA
770
Seneca House Advisors
Virginia
$284K – – –
FWM
771
Frontier Wealth Management
Missouri
$281K – – –
HFM
772
Harvest Fund Management
China
$280K -$104K -1,947 -25%
JAG
773
Journey Advisory Group
Kentucky
$280K -$8K -150 -2%
SIC
774
Sigma Investment Counselors
Michigan
$278K – – –
PPW
775
Parcion Private Wealth
Washington
$278K +$1.17K +22 +0.4%