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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
376
BKM Wealth Management
Wisconsin
$510K +$95.6K +538 +26%
AWM
377
Avior Wealth Management
Nebraska
$509K +$464K +2,611 New
AIM
378
Avity Investment Management
Connecticut
$503K -$25.8K -145 -5%
HSA
379
HBK Sorce Advisory
Pennsylvania
$503K +$1.95K +11 +0.4%
BBVA
380
Banco Bilbao Vizcaya Argentaria
Spain
$497K +$197K +1,111 +77%
CB
381
Commerce Bank
Missouri
$492K -$528K -2,971 -54%
PWM
382
Perigon Wealth Management
California
$492K +$79.9K +450 +22%
TPCW
383
TD Private Client Wealth
New York
$491K -$293K -1,647 -40%
PF
384
Phoenix Financial
Israel
$488K -$39.1K -220 -8%
AIA
385
Angeles Investment Advisors
California
$483K +$12.3K +69 +3%
ATIA
386
American Trust Investment Advisors
New Hampshire
$478K
HWM
387
HB Wealth Management
Georgia
$474K +$140K +787 +48%
HC
388
Hara Capital
Washington
$472K -$26.6K -150 -6%
GFP
389
Gryphon Financial Partners
Ohio
$468K +$426K +2,399 New
PI
390
PFG Investments
New York
$461K +$25.2K +142 +6%
BG
391
Bahl & Gaynor
Ohio
$460K -$123K -693 -23%
VFA
392
Valeo Financial Advisors
Indiana
$460K +$2.67K +15 +0.6%
CNBT
393
Canandaigua National Bank & Trust
New York
$458K +$417K +2,348 New
OL
394
Optas LLC
Texas
$457K +$29K +163 +7%
STA
395
Summit Trail Advisors
New York
$450K +$39.1K +220 +11%
CWM
396
Circle Wealth Management
New Jersey
$449K
CIBC Private Wealth Group
397
CIBC Private Wealth Group
Georgia
$447K -$321K -1,809 -44%
PHIC
398
Pine Haven Investment Counsel
Massachusetts
$446K -$9.77K -55 -2%
APWM
399
Argonautica Private Wealth Management
Massachusetts
$445K -$40.5K -228 -9%
HNB
400
Huntington National Bank
Ohio
$442K -$36.1K -203 -8%