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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
751
Venturi Wealth Management
Texas
$85.2K +$2.76K +10 +4%
PPA
752
Painted Porch Advisors
California
$84K – – –
MG
753
Mather Group
Illinois
$81.1K -$25.1K -91 -25%
WB
754
Webster Bank
Connecticut
$79.7K – – –
BCWM
755
Bartlett & Co Wealth Management
Ohio
$75.3K – – –
CAL
756
Capital Advisors Ltd
Ohio
$70K – – –
SIM
757
Sentry Investment Management
Wisconsin
$67K – – –
TIM
758
Tortoise Investment Management
New York
$66.9K – – –
FRA
759
Front Row Advisors
California
$64.9K -$32.5K -118 -35%
VCM
760
Versant Capital Management
Arizona
$63.7K +$6.89K +25 +13%
PTC
761
Private Trust Company
Ohio
$62.9K +$16.5K +60 +38%
JGIA
762
Jackson Grant Investment Advisers
Connecticut
$57.9K – – –
OSNBOA
763
Old Second National Bank of Aurora
Illinois
$57.9K – – –
NC
764
nVerses Capital
Florida
$57.9K +$55.1K +200 New
PFBT
765
Parkside Financial Bank & Trust
Missouri
$57.7K – – –
BGAI
766
Bruce G. Allen Investments
Colorado
$57.1K +$1.65K +6 +3%
BBHC
767
Brown Brothers Harriman & Co
New York
$53.9K -$23.1K -84 -31%
FHA
768
First Horizon Advisors
Tennessee
$51.3K +$276 +1 +0.6%
HI
769
Harbour Investments
Wisconsin
$49.5K -$12.4K -45 -21%
PBK
770
Peoples Bank (Kansas)
Kansas
$45.8K – – –
CA
771
Clearstead Advisors
Ohio
$44K +$11.6K +42 +38%
EWA
772
EverSource Wealth Advisors
Alabama
$43.2K – – –
PCWA
773
Pacific Capital Wealth Advisors
California
$41.7K – – –
LC
774
Lindbrook Capital
California
$40.3K +$1.1K +4 +3%
BIG
775
Brooklyn Investment Group
New York
$38.8K +$36.9K +134 New