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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
376
Marks Group Wealth Management
Minnesota
$257K +$30.4K +632 +13%
EFH
377
Eaton Financial Holdings
Florida
$256K +$256K +5,324 New
TCCM
378
Timber Creek Capital Management
Massachusetts
$256K
IB
379
Intrust Bank
Kansas
$254K -$156K -3,249 -38%
FSA
380
Financial Sense Advisors
California
$254K
MWM
381
Mindset Wealth Management
Indiana
$251K
AM
382
AGF Management
Ontario, Canada
$250K +$250K +5,200 New
IAS
383
Insigneo Advisory Services
Florida
$245K +$19K +396 +8%
RPCONE
384
Retirement Planning Company of New England
Rhode Island
$245K +$30.6K +636 +14%
AG
385
Ascent Group
Virginia
$245K +$15.9K +330 +7%
WJWM
386
Williams Jones Wealth Management
New York
$244K
NGA
387
Naples Global Advisors
Florida
$242K -$21.6K -450 -8%
CI
388
Corient IA
Florida
$240K
William Blair & Company
389
William Blair & Company
Illinois
$238K -$26.9K -560 -10%
TSS
390
Two Sigma Securities
New York
$237K +$237K +4,924 New
MOS
391
MGO One Seven
Ohio
$236K +$236K +4,911 New
TW
392
Traveka Wealth
California
$235K +$6.59K +137 +3%
HAM
393
Harmony Asset Management
Arizona
$232K -$21.8K -453 -9%
Kovitz Investment Group Partners
394
Kovitz Investment Group Partners
Illinois
$230K -$5.91K -123 -3%
SAI
395
Savvy Advisors Inc
New York
$230K +$230K +4,781 New
SP
396
Successful Portfolios
Florida
$230K -$769 -16 -0.3%
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$229K -$33.2K -690 -13%
JWCA
398
J.W. Cole Advisors
Florida
$228K +$228K +4,733 New
WF
399
Welch & Forbes
Massachusetts
$227K
SCA
400
Snowden Capital Advisors
New York
$226K -$23.8K -495 -10%