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Name Holding Trade Value Shares
Change
Change in
Stake
SG
1026
StoneX Group
New York
$463K +$503K +5,314 New
WB
1027
WesBanco Bank
West Virginia
$462K -$28.4K -300 -5%
OWA
1028
Octavia Wealth Advisors
Ohio
$460K +$5.86K +62 +1%
AWM
1029
Aprio Wealth Management
Georgia
$458K +$116K +1,223 +30%
CAM
1030
Cidel Asset Management
Ontario, Canada
$457K -$3.59K -38 -0.7%
RIL
1031
Rothschild Investment LLC
Illinois
$457K +$24.8K +262 +5%
CWM
1032
Cornerstone Wealth Management
Missouri
$456K +$36.9K +390 +8%
HSA
1033
HBK Sorce Advisory
Pennsylvania
$455K +$59.2K +626 +14%
PIM
1034
Penobscot Investment Management
Massachusetts
$450K – – –
LIA
1035
LS Investment Advisors
Michigan
$448K – – –
CCM
1036
Coldstream Capital Management
Washington
$448K +$851 +9 +0.2%
VC
1037
Veracity Capital
Georgia
$447K +$83.9K +887 +21%
MYAM
1038
Meiji Yasuda Asset Management
Japan
$446K – – –
IA
1039
IFP Advisors
Florida
$446K -$85.5K -904 -15%
SC
1040
Sonen Capital
California
$446K -$53.8K -569 -10%
EAM
1041
Eschler Asset Management
United Kingdom
$445K -$111K -1,173 -19%
FG
1042
Foster Group
Iowa
$444K +$53.4K +565 +12%
EWM
1043
Empirical Wealth Management
Washington
$442K +$240K +2,534 +99%
AWA
1044
Arkadios Wealth Advisors
Georgia
$440K +$22.9K +242 +5%
NFC
1045
Northeast Financial Consultants
Connecticut
$438K – – –
WPP
1046
Whalerock Point Partners
Rhode Island
$437K +$94.6K +1,000 +25%
CSIC
1047
Clifford Swan Investment Counsel
California
$437K -$9.08K -96 -2%
GIA
1048
Guyasuta Investment Advisors
Pennsylvania
$436K – – –
AAM
1049
AR Asset Management
California
$435K – – –
7CM
1050
7G Capital Management
New York
$435K – – –