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Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
501
North Star Asset Management
Wisconsin
$221K
CBA
502
Coastal Bridge Advisors
Connecticut
$219K +$1.07K +6 +0.5%
BA
503
BKS Advisors
Michigan
$217K +$210K +1,177 New
GS
504
Girard Securities
California
$210K -$4.47K -25 -2%
EFS
505
Essex Financial Services
Connecticut
$205K -$536 -3 -0.3%
UCFA
506
United Capital Financial Advisors
Texas
$205K +$199K +1,113 New
ONB
507
Old National Bancorp
Indiana
$204K +$2.15K +12 +1%
WKWM
508
Walter & Keenan Wealth Management
Indiana
$203K
Capstone Investment Advisors
509
Capstone Investment Advisors
New York
$201K +$196K +1,095 New
SC
510
SRB Corp
Massachusetts
$195K +$9.12K +51 +5%
ACM
511
AUA Capital Management
Pennsylvania
$191K
Northwestern Mutual Wealth Management
512
Northwestern Mutual Wealth Management
Wisconsin
$190K +$69.4K +388 +60%
WAS
513
WESPAC Advisors SoCal
California
$184K
WAM
514
Wealthspire Advisors (Maryland)
Maryland
$177K -$270K -1,508 -61%
IA
515
IFP Advisors
Florida
$169K -$326K -1,821 -67%
RIM
516
Rampart Investment Management
Connecticut
$167K -$8.76K -49 -5%
NSB
517
Norway Savings Bank
Maine
$166K
GT
518
Glenmede Trust
Pennsylvania
$136K +$10.9K +61 +9%
BC
519
Barnett & Company
Tennessee
$129K
FMLI
520
Fukoku Mutual Life Insurance
Japan
$129K
VFA
521
Valeo Financial Advisors
Indiana
$129K +$125K +701 New
CPA
522
Clear Perspective Advisors
Illinois
$124K
MA
523
MUFG Americas
New York
$115K
TG
524
TLP Group
Illinois
$113K -$148K -827 -58%
IWM
525
IHT Wealth Management
Illinois
$112K +$45.2K +253 +68%