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Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
651
P.J. Schmidt Investment Management (PJS)
Wisconsin
$375K +$3.28K +19 +0.9%
MWM
652
Mission Wealth Management
California
$375K +$389K +2,251 New
CCA
653
Checchi Capital Advisers
California
$371K +$10.9K +63 +3%
FFN
654
Focus Financial Network
Minnesota
$367K
SIA
655
Schechter Investment Advisors
Michigan
$361K -$11.2K -65 -3%
BC
656
Bridgefront Capital
Texas
$360K -$403K -2,332 -52%
SOW
657
State of Wyoming
Wyoming
$356K -$89.3K -517 -19%
FTIS
658
First Trust Investment Solutions
Florida
$354K +$78.4K +454 +27%
WDA
659
Wendell David Associates
New Hampshire
$353K +$25.9K +150 +8%
SWM
660
Segment Wealth Management
Texas
$348K
WH
661
Willner & Heller
California
$348K +$518 +3 +0.1%
LWM
662
LJI Wealth Management
Indiana
$348K
HNB
663
Huntington National Bank
Ohio
$345K +$37.1K +215 +12%
FWIA
664
Fort Washington Investment Advisors
Ohio
$344K -$86.4K -500 -19%
FAIM
665
Financial Advocates Investment Management
Washington
$344K +$109K +633 +44%
LWM
666
Lyell Wealth Management
California
$342K
SWP
667
Strategic Wealth Partners
Ohio
$340K -$170K -986 -33%
CPIG
668
Chicago Partners Investment Group
Illinois
$336K +$4.32K +25 +1%
SEIA
669
Signature Estate & Investment Advisors
California
$336K +$348K +2,017 New
CFB
670
Cullen/Frost Bankers
Texas
$329K +$2.25K +13 +0.7%
BCV
671
Banque Cantonale Vaudoise
Switzerland
$324K +$335K +1,941 New
SEC
672
Seven Eight Capital
New York
$322K -$447K -2,586 -57%
FNBTCON
673
First National Bank & Trust Co of Newtown
Pennsylvania
$317K
BRWA
674
B. Riley Wealth Advisors
Florida
$314K -$6.39K -37 -2%
KWA
675
Kingswood Wealth Advisors
California
$313K -$53.2K -308 -14%