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Name Holding Trade Value Shares
Change
Change in
Stake
ONB
326
Old National Bancorp
Indiana
$186K -$93.4K -9,889 -35%
FHA
327
Flagship Harbor Advisors
Massachusetts
$185K +$2.33K +247 +1%
MIFH
328
Migdal Insurance & Financial Holdings
Israel
$184K +$174K +18,463 New
PFGIA
329
Patriot Financial Group Insurance Agency
Massachusetts
$172K +$16.1K +1,700 +11%
EF
330
Empowered Funds
Pennsylvania
$171K +$162K +17,109 New
WIA
331
World Investment Advisors
California
$171K
SFA
332
Sequoia Financial Advisors
Ohio
$170K +$3.24K +343 +2%
IAIM
333
International Assets Investment Management
Florida
$170K -$11.1K -1,178 -6%
CM
334
CoreCommodity Management
Connecticut
$164K -$46K -4,865 -23%
AI
335
Atria Investments
North Carolina
$164K +$156K +16,466 New
RG
336
Rathbones Group
United Kingdom
$164K +$5.2K +550 +3%
BCI
337
Brinker Capital Investments
Pennsylvania
$163K +$406 +43 +0.3%
OPS
338
Orion Portfolio Solutions
Nebraska
$163K +$406 +43 +0.3%
NPT
339
National Philanthropic Trust
Pennsylvania
$161K +$152K +16,097 New
RS
340
R Squared
Hong Kong
$160K +$107K +11,370 +245%
CWM
341
Cornerstone Wealth Management
Missouri
$159K +$25.6K +2,707 +20%
EP
342
Edgestream Partners
New Jersey
$159K +$151K +15,948 New
Bank of Montreal
343
Bank of Montreal
Ontario, Canada
$155K -$334K -35,358 -69%
AIC
344
Anthracite Investment Company
Texas
$150K -$3.92M -415,000 -97%
SWP
345
Sagespring Wealth Partners
Tennessee
$148K +$140K +14,806 New
TR
346
Tepp RIA
New Jersey
$147K -$27.7K -2,932 -17%
Bank Julius Baer & Co
347
Bank Julius Baer & Co
Switzerland
$144K +$134K +14,198 +6,543%
RA
348
RFG Advisory
Alabama
$140K +$132K +14,000 New
FG
349
Foster Group
Iowa
$137K +$130K +13,767 New
CL
350
Choreo LLC
Illinois
$136K +$28.5K +3,012 +28%