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Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Clearstead Advisors
Ohio
$234K -$34.5K -668 -12%
PCA
327
Pallas Capital Advisors
Massachusetts
$230K +$14.7K +284 +6%
WANY
328
Wealthspire Advisors (New York)
New York
$227K -$70.7K -1,369 -23%
ONB
329
Old National Bancorp
Indiana
$227K -$98.5K -1,908 -29%
WIC
330
Wilkins Investment Counsel
Massachusetts
$225K
BL
331
BFSG LLC
California
$224K +$43.2K +836 +22%
CIA
332
Concurrent Investment Advisors
Florida
$223K +$24.5K +475 +12%
ABLA
333
Alan B. Lancz & Associates
Ohio
$215K -$15.5K -300 -6%
IA
334
Integrity Alliance
Iowa
$208K +$220K +4,255 New
EWA
335
EP Wealth Advisors
California
$208K -$135K -2,609 -38%
Envestnet Portfolio Solutions
336
Envestnet Portfolio Solutions
Illinois
$207K -$6.61K -128 -3%
PA
337
PharVision Advisers
Florida
$201K +$212K +4,106 New
KBC Group
338
KBC Group
Belgium
$183K +$57.8K +1,120 +43%
SWM
339
Spire Wealth Management
Virginia
$176K +$19.1K +370 +11%
C
340
Covestor
United Kingdom
$172K -$19.8K -383 -10%
GI
341
GAMMA Investing
California
$154K +$41.2K +798 +34%
PEAK6
342
PEAK6
Illinois
$154K +$163K +3,155 New
SAM
343
Shell Asset Management
Netherlands
$152K -$723 -14 -0.4%
TPCW
344
TD Private Client Wealth
New York
$148K -$9.91K -192 -6%
HDIM
345
Hanson & Doremus Investment Management
Vermont
$142K
AAM
346
Advisors Asset Management
Colorado
$141K -$118K -2,282 -44%
CT
347
Caldwell Trust
Florida
$132K
CA
348
Continuum Advisory
Idaho
$129K -$2.89K -56 -2%
ECM
349
Estabrook Capital Management
New York
$129K -$72.6K -1,406 -35%
CFD
350
Creative Financial Designs
Indiana
$121K +$5.21K +101 +4%