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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Mindset Wealth Management
Indiana
$253K
SCA
377
Snowden Capital Advisors
New York
$252K -$2.39K -48 -0.9%
DI
378
Diligent Investors
California
$250K
FTWA
379
Fifth Third Wealth Advisors
Ohio
$248K
WJWM
380
Williams Jones Wealth Management
New York
$246K
PAG
381
Private Advisor Group
New Jersey
$246K +$29.9K +601 +13%
CTC
382
Central Trust Company
Missouri
$245K -$14.9K -300 -6%
PCM
383
Ping Capital Management
New York
$243K
TCCM
384
Timber Creek Capital Management
Massachusetts
$243K
CI
385
Corient IA
Florida
$243K +$249K +5,000 New
BCG
386
Breakwater Capital Group
New Jersey
$241K -$99K -1,989 -29%
AA
387
ABC Arbitrage
France
$239K -$7.56M -151,835 -97%
Kovitz Investment Group Partners
388
Kovitz Investment Group Partners
Illinois
$239K -$246K -4,934 -50%
PWPS
389
Pinnacle Wealth Planning Services
Ohio
$238K +$14.5K +291 +6%
MG
390
Marex Group
$237K +$243K +4,888 New
MCM
391
MAI Capital Management
Ohio
$236K +$34.3K +688 +16%
SP
392
Successful Portfolios
Florida
$233K +$1.09K +22 +0.5%
LWM
393
Lyell Wealth Management
California
$232K -$137K -2,757 -37%
AAS
394
Ameritas Advisory Services
Nebraska
$232K +$199 +4 +0.1%
AG
395
Ascent Group
Virginia
$231K +$237K +4,756 New
TW
396
Traveka Wealth
California
$230K +$236K +4,748 New
CH
397
Cromwell Holdings
Wyoming
$230K -$41K -824 -15%
SC
398
Steph & Co
Wisconsin
$230K -$11.5K -231 -5%
WF
399
Welch & Forbes
Massachusetts
$229K
MGWM
400
Marks Group Wealth Management
Minnesota
$229K -$9.36K -188 -4%