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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
176
KeyBank National Association
Ohio
$138K +$1.25K +281 +0.9%
VF
177
Vest Financial
Virginia
$136K +$41.3K +9,260 +43%
SIA
178
Schechter Investment Advisors
Michigan
$134K -$7.36K -1,650 -5%
AAS
179
Avantax Advisory Services
Texas
$134K +$26.5K +5,946 +25%
DI
180
Diligent Investors
California
$133K
CIA
181
Concurrent Investment Advisors
Florida
$133K -$6.24K -1,400 -4%
AO
182
Advisor OS
Illinois
$133K
MA
183
MJP Associates
Connecticut
$133K
BWM
184
BCS Wealth Management
Tennessee
$133K +$134K +30,000 New
ECM
185
Evergreen Capital Management
Washington
$133K +$12.1K +2,712 +10%
NAM
186
NorthCrest Asset Manangement
Minnesota
$132K -$6.69K -1,500 -5%
MOS
187
MGO One Seven
Ohio
$130K +$16.9K +3,792 +15%
AP
188
Adero Partners
California
$129K -$3.14K -705 -2%
Vanguard Personalized Indexing Management
189
Vanguard Personalized Indexing Management
California
$128K -$12K -2,694 -9%
NB
190
Northwest Bancshares
Pennsylvania
$126K
AI
191
Atria Investments
North Carolina
$126K -$3.9K -874 -3%
PP
192
PDS Planning
Ohio
$125K +$11.9K +2,665 +10%
SC
193
Searle & Co
Connecticut
$125K
PWMG
194
Pinnacle Wealth Management Group
Michigan
$124K
CI
195
Cherokee Insurance
Michigan
$124K +$125K +28,000 New
BAM
196
Bellevue Asset Management
Washington
$120K
FFN
197
Focus Financial Network
Minnesota
$119K
SCP
198
Sivia Capital Partners
California
$119K +$1.51K +339 +1%
DFCM
199
Dark Forest Capital Management
Puerto Rico
$118K +$119K +26,640 New
DWT
200
Dorsey & Whitney Trust
South Dakota
$117K -$5.37K -1,205 -4%