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Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
826
Moneta Group Investment Advisors
Missouri
$274K +$43.9K +461 +16%
HNB
827
Huntington National Bank
Ohio
$273K +$20.2K +212 +7%
MIP
828
Mondrian Investment Partners
United Kingdom
$270K
HC
829
Hamilton Capital
Ohio
$270K +$105K +1,104 +49%
EP
830
Elkhorn Partners
Nebraska
$268K
HC
831
Hourglass Capital
Texas
$266K
RIL
832
Rothschild Investment LLC
Illinois
$263K -$74.6K -783 -19%
PWMG
833
Pinnacle Wealth Management Group
Michigan
$261K -$9.53K -100 -3%
WFO
834
Wealthgate Family Office
Colorado
$261K
WSC
835
Wellington Shields & Co
New York
$259K
SFCL
836
Strengthening Families & Communities LLC
Massachusetts
$258K -$61.4K -645 -17%
CA
837
Cullinan Associates
Kentucky
$256K -$31K -325 -9%
CI
838
CAZ Investments
Texas
$256K
GIM
839
Groesbeck Investment Management
New Jersey
$255K
CAM
840
Carret Asset Management
New York
$253K -$268K -2,813 -47%
PWP
841
Principle Wealth Partners
Connecticut
$253K
CQS
842
Credential Qtrade Securities
$253K -$8.38K -88 -3%
IWN
843
Independent Wealth Network
Iowa
$251K +$1.33K +14 +0.4%
CHA
844
Cooper/Haims Advisors
New York
$249K
FFWM
845
Future Financial Wealth Management
Ohio
$249K +$209K +2,194 New
HWM
846
HB Wealth Management
Georgia
$248K -$4.19K -44 -1%
CL
847
CPWM LLC
Washington
$246K -$103K -1,080 -26%
PWS
848
Precision Wealth Strategies
Missouri
$246K +$85.6K +898 +30%
NHC
849
Nicholas Hoffman & Company
Georgia
$245K +$2.38K +25 +0.8%
PAG
850
Private Advisory Group
Washington
$243K -$56.7K -595 -16%