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Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
351
Hennion & Walsh Asset Management
New Jersey
$322K -$44.9K -662 -13%
WT
352
Whittier Trust
California
$322K – – –
PWPS
353
Pinnacle Wealth Planning Services
Ohio
$320K +$5.7K +84 +2%
CW
354
CreativeOne Wealth
Kansas
$318K +$272 +4 +0.1%
SSG
355
Summit Securities Group
New York
$315K -$733K -10,791 -71%
ASN
356
Advisory Services Network
Georgia
$314K +$301K +4,436 New
RCM
357
Radnor Capital Management
Pennsylvania
$312K +$20.4K +300 +7%
TPCW
358
TD Private Client Wealth
New York
$310K -$11.9K -175 -4%
FWA
359
FSM Wealth Advisors
Ohio
$306K -$611 -9 -0.2%
IB
360
Intrust Bank
Kansas
$301K -$2.99K -44 -1%
WB
361
WesBanco Bank
West Virginia
$299K +$15.1K +222 +6%
QI
362
Qtron Investments
Massachusetts
$297K +$285K +4,191 New
OC
363
Oppenheimer & Co
New York
$296K +$7.13K +105 +3%
GT
364
Greenleaf Trust
Michigan
$292K +$39.7K +585 +17%
P
365
&Partners
Tennessee
$292K -$14.9K -220 -5%
OPS
366
Orion Portfolio Solutions
Nebraska
$291K +$16.4K +242 +6%
TMAM
367
Tokio Marine Asset Management
Japan
$290K +$25.5K +375 +10%
LWAC
368
Laurel Wealth Advisors (California)
California
$289K -$20.1K -296 -7%
PRC
369
Pearl River Capital
Michigan
$286K +$274K +4,043 New
ANB
370
Amarillo National Bank
Texas
$283K – – –
WG
371
Welch Group
Alabama
$283K – – –
AFG
372
Allegheny Financial Group
Pennsylvania
$281K +$7.26K +107 +3%
CGL
373
Clarius Group LLC
Washington
$273K +$9.71K +143 +4%
MFAM
374
Motley Fool Asset Management
Virginia
$270K -$28.9K -425 -10%
HH
375
Hilltop Holdings
Texas
$269K +$20.4K +300 +9%
13 14
15
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