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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
501
Trust Asset Management
Texas
$373K
PWPS
502
Pinnacle Wealth Planning Services
Ohio
$371K -$17.6K -79 -4%
ONB
503
Old National Bancorp
Indiana
$366K +$138K +618 +58%
SWS
504
SYSTM Wealth Solutions
Illinois
$366K +$18.1K +81 +5%
PP
505
Patten & Patten
Tennessee
$364K
CCA
506
Checchi Capital Advisers
California
$364K +$4.01K +18 +1%
AWS
507
Atria Wealth Solutions
New York
$363K -$20.5K -92 -5%
ICG
508
InterOcean Capital Group
Tennessee
$362K -$5.35K -24 -1%
KIC
509
Keating Investment Counselors
Florida
$362K -$134K -600 -27%
FC
510
Fulcrum Capital
Washington
$362K
VIA
511
Vident Investment Advisory
Georgia
$359K +$103K +463 +39%
Wellington Management Group
512
Wellington Management Group
Massachusetts
$359K -$495K -2,219 -57%
OFA
513
Oak Family Advisors
Illinois
$356K
KFP
514
KB Financial Partners
New Jersey
$355K -$257K -1,152 -41%
GIA
515
Guyasuta Investment Advisors
Pennsylvania
$353K +$669 +3 +0.2%
CCM
516
Campbell Capital Management
Florida
$350K
DP
517
Dearborn Partners
Illinois
$335K +$3.34K +15 +1%
HNB
518
Huntington National Bank
Ohio
$333K +$46.1K +207 +16%
MAS
519
Meeder Advisory Services
Ohio
$329K -$3.12K -14 -0.9%
WC
520
Woodstock Corp
Massachusetts
$329K
WPWM
521
Windward Private Wealth Management
Kansas
$328K
CGL
522
Clarius Group LLC
Washington
$324K -$4.24K -19 -1%
Lido Advisors
523
Lido Advisors
California
$324K -$4.01K -18 -1%
AWAU
524
Alliance Wealth Advisors (Utah)
Utah
$323K -$4.24K -19 -1%
Cerity Partners
525
Cerity Partners
New York
$322K -$1.11K -5 -0.3%