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Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
726
Mine & Arao Wealth Creation & Management
California
$482K -$12.5K -65 -3%
CG
727
Colony Group
Massachusetts
$481K +$2.12K +11 +0.4%
MWM
728
Mattern Wealth Management
Kansas
$479K -$921K -4,785 -66%
FF
729
FourThought Financial
Florida
$479K -$9.05K -47 -2%
CHJWM
730
Carlton Hofferkamp & Jenks Wealth Management
Texas
$479K +$35.6K +185 +8%
PBC
731
Pavion Blue Capital
California
$476K – – –
GCP
732
GSA Capital Partners
United Kingdom
$475K -$665K -3,457 -58%
AP
733
Appleton Partners
Massachusetts
$475K -$23.5K -122 -5%
AT
734
Arden Trust
Delaware
$475K +$88.2K +458 +23%
TW
735
TrinityPoint Wealth
Connecticut
$471K +$470K +2,441 New
CF
736
Clarity Financial
Texas
$470K -$7.85M -40,755 -94%
WA
737
WBH Advisory
Maryland
$469K -$11.2K -58 -2%
QCG
738
Quadrant Capital Group
Ohio
$468K +$4.62K +24 +1%
SFFS
739
Stonehage Fleming Financial Services
Jersey
$467K +$309K +1,604 +196%
ETC
740
Exchange Traded Concepts
Oklahoma
$464K +$78.2K +406 +20%
RWP
741
Ridgecrest Wealth Partners
California
$463K +$462K +2,400 New
AP
742
Advisors Preferred
Maryland
$462K +$184K +957 +66%
PCAP
743
Pratt Collard Advisory Partners
New York
$461K -$138K -716 -23%
BSB
744
Bangor Savings Bank
Maine
$461K +$460K +2,390 New
UIA
745
UBP Investment Advisors
Switzerland
$460K +$461K +2,397 New
FWP
746
FAS Wealth Partners
Kansas
$459K -$78.9K -410 -15%
PBO
747
Peoples Bank (Ohio)
Ohio
$457K -$43.5K -226 -9%
P
748
Pitcairn
Pennsylvania
$457K +$188K +975 +70%
SEC
749
Seven Eight Capital
New York
$455K – – –
BBHC
750
Brown Brothers Harriman & Co
New York
$451K +$30.8K +160 +7%