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Name Holding Trade Value Shares
Change
Change in
Stake
CRI
726
Colonial River Investments
Virginia
$248K +$241K +1,444 New
HCM
727
Howard Capital Management
Georgia
$245K +$239K +1,429 New
PWLP
728
Prio Wealth Limited Partnership
Massachusetts
$243K
RCM
729
Radnor Capital Management
Pennsylvania
$240K
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$238K -$19.5K -117 -8%
PP
731
PDS Planning
Ohio
$236K +$1.33K +8 +0.6%
CGL
732
Clarius Group LLC
Washington
$236K -$10.3K -62 -4%
MG
733
Mather Group
Illinois
$235K -$47.4K -284 -17%
EA
734
Everpar Advisors
Oklahoma
$235K -$55.1K -330 -19%
SCM
735
Shelton Capital Management
Colorado
$234K
KWMG
736
King Wealth Management Group
Florida
$234K
EC
737
EntryPoint Capital
New York
$233K -$156K -935 -41%
AP
738
Appleton Partners
Massachusetts
$232K
PAS
739
Professional Advisory Services
Florida
$232K
RWP
740
Ridgecrest Wealth Partners
California
$232K
BFM
741
Boothbay Fund Management
New York
$228K -$6.48M -38,842 -97%
EFS
742
Essex Financial Services
Connecticut
$220K +$2.34K +14 +1%
MWM
743
Mission Wealth Management
California
$218K -$164K -983 -44%
WAG
744
Wallace Advisory Group
California
$216K -$12.5K -75 -5%
ST
745
Smithfield Trust
Pennsylvania
$215K
BONST
746
Bank of Nova Scotia Trust
Ontario, Canada
$215K -$16.2K -97 -7%
PCM
747
Prelude Capital Management
New York
$208K +$203K +1,214 New
ECM
748
Evergreen Capital Management
Washington
$208K -$7.51K -45 -4%
Federated Hermes
749
Federated Hermes
Pennsylvania
$206K +$4.01K +24 +2%
RA
750
Riverstone Advisors
Texas
$206K