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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
676
Violich Capital Management
California
$401K
OFW
677
Omnia Family Wealth
Florida
$401K -$2.87K -26 -0.7%
AWM
678
AE Wealth Management
Kansas
$400K +$108K +980 +34%
VWM
679
Venturi Wealth Management
Texas
$398K +$398K +3,607 +1,382%
FCP
680
Fidelis Capital Partners
Florida
$396K +$25.7K +233 +6%
DFCM
681
Dark Forest Capital Management
Puerto Rico
$395K +$423K +3,836 New
ONB
682
Old National Bancorp
Indiana
$395K +$235K +2,136 +126%
HC
683
Hamilton Capital
Ohio
$394K -$15.7K -142 -4%
GM
684
GeoWealth Management
Illinois
$393K -$1.05M -9,565 -71%
PIM
685
Penobscot Investment Management
Massachusetts
$391K
GL
686
Graypoint LLC
New York
$390K +$26K +236 +7%
IAIM
687
International Assets Investment Management
Florida
$389K -$289K -2,620 -41%
SAG
688
SageView Advisory Group
California
$387K +$414K +3,760 New
BWP
689
BSW Wealth Partners
Colorado
$385K +$30.5K +277 +8%
Financial Engines Advisors
690
Financial Engines Advisors
California
$385K +$413K +3,743 New
IF
691
Integrity Financial
Wyoming
$385K
IFWM
692
Institute for Wealth Management
Colorado
$381K +$109K +989 +36%
CFG
693
Citizens Financial Group
Rhode Island
$376K +$46.8K +425 +13%
SAM
694
Silvercrest Asset Management
New York
$374K
ACMA
695
Arbor Capital Management (Alaska)
Alaska
$373K
FB
696
Fulton Bank
Pennsylvania
$371K -$40.9K -371 -9%
BFG
697
Beacon Financial Group
Texas
$366K +$4.41K +40 +1%
CSIC
698
Clifford Swan Investment Counsel
California
$366K
DZ Bank
699
DZ Bank
Germany
$362K
BA
700
Bridgewater Associates
Connecticut
$362K +$387K +3,515 New