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Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
401
Heritage Wealth Management (Ohio)
Ohio
$215K +$242K +1,279 New
KA
402
Klingman & Associates
New York
$213K -$17K -90 -7%
MWM
403
Modern Wealth Management
Kansas
$211K +$50.8K +268 +27%
AAM
404
Auxier Asset Management
Oregon
$210K
AWM
405
Aprio Wealth Management
Georgia
$210K -$123K -647 -34%
BTI
406
Blue Trust Inc
Georgia
$208K -$406K -2,143 -63%
SMWM
407
Silvia McColl Wealth Management
California
$208K
CFA
408
Cahill Financial Advisors
Minnesota
$208K
MCM
409
Manchester Capital Management
Vermont
$206K -$947 -5 -0.4%
SP
410
Stonebrook Private
Michigan
$206K +$232K +1,223 New
QT
411
Quantbot Technologies
New York
$204K +$230K +1,214 New
KWM
412
Keebeck Wealth Management
Illinois
$202K +$9.47K +50 +4%
SWP
413
Stratos Wealth Partners
Ohio
$201K +$20.3K +107 +10%
HI
414
Harbour Investments
Wisconsin
$188K -$4.55K -24 -2%
LFA
415
Laraway Financial Advisors
Minnesota
$185K
PUI
416
Purpose Unlimited Inc
$172K
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$160K -$32.6K -172 -15%
ASCM
418
Adkins Seale Capital Management
Louisiana
$157K +$91.3K +482 +107%
HBW
419
Hazlett, Burt & Watson
West Virginia
$155K -$5.87K -31 -3%
FB
420
First Bancorp
Maine
$153K +$172K +910 New
ACA
421
Atlas Capital Advisors
Wyoming
$144K -$28.4K -150 -15%
HNB
422
Huntington National Bank
Ohio
$142K +$30.1K +159 +23%
CFB
423
Cullen/Frost Bankers
Texas
$134K -$7.39K -39 -5%
CSPIA
424
Cary Street Partners Investment Advisory
Virginia
$121K -$21.2K -112 -14%
TRCT
425
Tower Research Capital (TRC)
New York
$120K +$135K +712 New