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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
726
MAI Capital Management
Ohio
$294K +$27K +300 +10%
CW
727
CreativeOne Wealth
Kansas
$293K -$264K -2,933 -48%
MFG
728
Magnus Financial Group
New York
$293K +$289K +3,204 New
VCM
729
Violich Capital Management
California
$293K +$45K +500 +19%
CC
730
Courier Capital
New York
$292K -$52.9K -587 -16%
LSC
731
Lesa Sroufe & Co
Washington
$292K – – –
HAG
732
HighPoint Advisor Group
Illinois
$288K -$237K -2,635 -46%
WAU
733
Wellington-Altus USA
Manitoba, Canada
$286K +$281K +3,125 New
CNBT
734
Canandaigua National Bank & Trust
New York
$285K -$26.7K -297 -9%
OFA
735
Oak Family Advisors
Illinois
$280K – – –
Capstone Investment Advisors
736
Capstone Investment Advisors
New York
$279K +$274K +3,048 New
VVP
737
Venture Visionary Partners
Ohio
$277K -$63K -700 -19%
IIA
738
IPG Investment Advisors
California
$276K +$13.1K +145 +5%
CWM
739
Chemistry Wealth Management
New York
$274K – – –
WB
740
WesBanco Bank
West Virginia
$274K – – –
FLC
741
Fifth Lane Capital
Texas
$274K +$270K +3,000 New
OIA
742
Oakmont Investment Advisors
Pennsylvania
$274K +$270K +2,995 New
BMCM
743
Bryn Mawr Capital Management
Pennsylvania
$270K +$1.89K +21 +0.7%
WWM
744
Wolff Wiese Magana
California
$269K -$5.94K -66 -2%
TCA
745
Transcend Capital Advisors
New Jersey
$263K -$34.6K -384 -12%
PPW
746
Pasadena Private Wealth
California
$262K -$4.5K -50 -2%
PCS
747
Personal CFO Solutions
New Jersey
$260K -$4.05K -45 -2%
RBFC
748
Roman Butler Fullerton & Co
Missouri
$260K -$56.9K -632 -23%
WAAG
749
Wealth Alliance Advisory Group
Kansas
$259K – – –
JSL
750
JT Stratford LLC
Georgia
$258K -$29.4K -326 -10%