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Name Holding Trade Value Shares
Change
Change in
Stake
HNB
601
Hilltop National Bank
Wyoming
$247K +$18.7K +366 +7%
VWM
602
Venturi Wealth Management
Texas
$246K -$82.1K -1,607 -21%
OFS
603
OneAscent Financial Services
Alabama
$243K -$133K -2,609 -31%
IP
604
Intellectus Partners
California
$242K -$30.4K -595 -9%
WTC
605
WhitTier Trust Company
Nevada
$240K +$241K +4,725 +602%
FT
606
Fiduciary Trust
Massachusetts
$236K -$3.02K -59 -1%
AA
607
ABC Arbitrage
France
$236K +$288K +5,645 New
CIA
608
Capital Investment Advisors
Georgia
$233K -$13.4K -262 -4%
SFC
609
SYM Financial Corp
Indiana
$231K -$21.4K -419 -7%
TNA
610
True North Advisors
Texas
$230K +$613 +12 +0.2%
QCG
611
Quadrant Capital Group
Ohio
$229K -$28.5K -557 -9%
SC
612
Savant Capital
Illinois
$227K +$241K +4,723 New
KCP
613
Kera Capital Partners
California
$227K -$2.66K -52 -0.9%
OAM
614
Oxford Asset Management
United Kingdom
$224K +$275K +5,373 New
TG
615
TCW Group
California
$222K +$23.2K +454 +9%
SAM
616
Smartleaf Asset Management
Massachusetts
$218K – – –
TCM
617
TruNorth Capital Management
Michigan
$216K – – –
SWP
618
Stratos Wealth Partners
Ohio
$216K +$1.94K +38 +0.7%
Vanguard National Trust
619
Vanguard National Trust
Pennsylvania
$215K – – –
BWA
620
Basecamp Wealth Advisors
Washington
$215K -$3.48K -68 -1%
CI Investments Inc
621
CI Investments Inc
Ontario, Canada
$214K +$3.17K +62 +1%
LMFP
622
Larry Mathis Financial Planning
Arizona
$212K -$33.7K -659 -11%
EIP
623
Ellis Investment Partners
Pennsylvania
$211K -$153 -3 -0.1%
ST
624
Somerset Trust
Pennsylvania
$210K -$818 -16 -0.3%
KeyBank National Association
625
KeyBank National Association
Ohio
$209K +$1.28K +25 +0.5%