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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1176
LCNB Corp
Ohio
$627K -$29.6K -173 -5%
PMFA
1177
Plante Moran Financial Advisors
Michigan
$626K -$75.2K -440 -11%
AWM
1178
Altium Wealth Management
New York
$626K +$88.5K +518 +17%
FNT
1179
First National Trust
Pennsylvania
$622K -$152K -890 -20%
TNBTD
1180
Trustmark National Bank Trust Department
Mississippi
$620K -$11.1K -65 -2%
OFW
1181
Omnia Family Wealth
Florida
$615K +$10.8K +63 +2%
HB
1182
Homrich & Berg
Georgia
$613K +$23.1K +135 +4%
VCA
1183
Verdence Capital Advisors
Maryland
$612K +$29.7K +174 +5%
AJ
1184
Ashburton (Jersey)
Jersey
$611K +$22.2K +130 +4%
CWM
1185
Confluence Wealth Management
Oregon
$605K -$10.3K -60 -2%
ACM
1186
AUA Capital Management
Pennsylvania
$604K
EVM
1187
Evelyn V. Moreno
$604K +$76.9K +450 +15%
WOC
1188
West Oak Capital
California
$597K -$88K -515 -13%
HC
1189
Henshaw Capital
Massachusetts
$597K +$583K +3,408 New
YIA
1190
YHB Investment Advisors
Connecticut
$595K -$3.42K -20 -0.6%
GAG
1191
GM Advisory Group
New York
$594K -$27.3K -160 -5%
PCG
1192
Private Capital Group
Connecticut
$589K +$310K +1,811 +117%
CG
1193
Caprock Group
Idaho
$582K +$2.56K +15 +0.5%
CF
1194
Copperwynd Financial
Arizona
$579K +$19.7K +115 +4%
BIM
1195
Baldwin Investment Management
Pennsylvania
$578K -$25.6K -150 -4%
SIM
1196
SSI Investment Management
California
$570K -$8.38K -49 -1%
MMG
1197
Monetary Management Group
Missouri
$569K -$42.7K -250 -7%
Lido Advisors
1198
Lido Advisors
California
$568K +$555K +3,245 New
RIM
1199
Regent Investment Management
Kentucky
$567K -$41.2K -241 -7%
WI
1200
WrapManager Inc
California
$567K +$22.4K +131 +4%