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Name Holding Trade Value Shares
Change
Change in
Stake
HI
851
Harbour Investments
Wisconsin
$381K +$11.6K +162 +3%
EWS
852
Evergreen Wealth Solutions
Pennsylvania
$379K +$35.7K +498 +11%
OTL
853
Oak Thistle LLC
New York
$377K +$373K +5,207 New
DWT
854
Dorsey & Whitney Trust
South Dakota
$375K +$358 +5 +0.1%
TPWA
855
TRUE Private Wealth Advisors
Oregon
$373K +$2.36K +33 +0.6%
PBO
856
Peoples Bank (Ohio)
Ohio
$373K +$113K +1,576 +44%
HVIA
857
Hudson Valley Investment Advisors
New York
$373K -$7.16K -100 -2%
NSIM
858
North Star Investment Management
Illinois
$372K +$1.93K +27 +0.5%
MW
859
Marcum Wealth
Ohio
$368K +$1.65K +23 +0.5%
MIP
860
Marietta Investment Partners
Wisconsin
$367K +$7.09K +99 +2%
NP
861
NorthRock Partners
Minnesota
$365K +$24.6K +343 +7%
OIA
862
Optimum Investment Advisors
Illinois
$364K
TC
863
Telemus Capital
Michigan
$363K -$44K -614 -11%
IP
864
Ignite Planners
California
$362K +$30.1K +420 +9%
KA
865
Kearns & Associates
California
$362K +$358K +5,000 New
Capstone Investment Advisors
866
Capstone Investment Advisors
New York
$362K +$358K +4,997 New
JF
867
Joule Financial
Kentucky
$361K +$67.5K +943 +23%
BEI
868
Benjamin Edwards Inc
Missouri
$361K +$27.9K +390 +8%
Lido Advisors
869
Lido Advisors
California
$360K -$504K -7,030 -59%
EWA
870
EP Wealth Advisors
California
$360K +$356K +4,970 New
RWM
871
Ritholtz Wealth Management
New York
$359K -$90.2K -1,260 -20%
SVWAG
872
Sound View Wealth Advisors Group
Georgia
$359K +$42.8K +598 +12%
WPC
873
Wedmont Private Capital
Pennsylvania
$357K +$29.9K +418 +9%
DBT
874
Dubuque Bank & Trust
Iowa
$355K -$152K -2,122 -30%
BTI
875
Blue Trust Inc
Georgia
$355K +$153K +2,137 +58%