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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
376
StrategIQ Financial Group
Indiana
$245K -$394 -15 -0.2%
BBVA
377
Banco Bilbao Vizcaya Argentaria
Spain
$244K +$210 +8 +0.1%
PNC
378
Park National Corp
Ohio
$244K -$14.1K -535 -6%
UB
379
UMB Bank
Missouri
$239K -$999 -38 -0.4%
CCM
380
CTC Capital Management
Illinois
$236K +$226K +8,600 New
RPWA
381
Regent Peak Wealth Advisors
Georgia
$231K +$1.42K +54 +0.6%
MGP
382
Metis Global Partners
California
$231K +$221K +8,415 New
LNWWM
383
Laird Norton Wetherby Wealth Management
California
$226K -$20.8K -790 -9%
MAM
384
Meeder Asset Management
Ohio
$226K -$312K -11,861 -59%
HWM
385
Hemington Wealth Management
Virginia
$225K -$526 -20 -0.2%
MIM
386
Morningstar Investment Management
Illinois
$225K +$216K +8,206 New
BFC
387
Bedel Financial Consulting
Indiana
$223K +$214K +8,151 New
VFA
388
Valeo Financial Advisors
Indiana
$222K +$213K +8,091 New
HKIMG
389
Hutchens & Kramer Investment Management Group
Indiana
$221K
LK
390
Lumbard & Kellner
New Hampshire
$219K
FTDI
391
First Trust Direct Indexing
Massachusetts
$219K +$210K +7,990 New
MAM
392
Mastrapasqua Asset Management
Tennessee
$218K +$209K +7,945 New
3IP
393
3Chopt Investment Partners
Virginia
$218K +$209K +7,939 New
V
394
Veritable
Delaware
$216K +$207K +7,885 New
RJT
395
Raymond James Trust
Florida
$215K +$206K +7,838 New
CGL
396
Clarius Group LLC
Washington
$214K +$205K +7,806 New
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210K
PFM
398
Patton Fund Management
Texas
$210K +$201K +7,665 New
Cetera Investment Advisers
399
Cetera Investment Advisers
Illinois
$209K +$201K +7,638 New
BP
400
Ballentine Partners
Massachusetts
$209K +$201K +7,632 New