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Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
726
Pinnacle Wealth Management Advisory Group
New Jersey
$337K -$36.2K -196 -9%
GA
727
Geller Advisors
New York
$331K -$369 -2 -0.1%
EFG
728
Everhart Financial Group
Ohio
$331K +$26.4K +143 +8%
AG
729
Ascent Group
Virginia
$325K +$87.5K +474 +40%
AAB
730
ABN AMRO Bank
Netherlands
$323K
MNBTD
731
Moody National Bank Trust Division
Texas
$323K +$32.5K +176 +11%
MGIA
732
Moneta Group Investment Advisors
Missouri
$321K +$128K +693 +64%
BEAM
733
Baker Ellis Asset Management
Washington
$320K +$5.54K +30 +2%
CW
734
Channel Wealth
California
$318K -$13.1K -71 -4%
ST
735
Sageworth Trust
Pennsylvania
$318K
B
736
Bellecapital
Switzerland
$314K
SFO
737
Stokes Family Office
Louisiana
$312K +$36.4K +197 +13%
CI
738
Cigna Investments
Connecticut
$310K -$44.3K -240 -12%
BCM
739
Boltwood Capital Management
California
$309K -$4.06K -22 -1%
FMWA
740
Forvis Mazars Wealth Advisors
Missouri
$308K -$1.48K -8 -0.5%
BRWA
741
B. Riley Wealth Advisors
Florida
$305K +$103K +559 +49%
SAM
742
Seelaus Asset Management
New Jersey
$303K
PWM
743
Perigon Wealth Management
California
$303K -$45.1K -244 -13%
IIC
744
Ironwood Investment Counsel
Arizona
$299K
CFG
745
Cooper Financial Group
California
$291K +$298K +1,616 New
HAIM
746
Hunter Associates Investment Management
Pennsylvania
$288K
WAOTB
747
Wealth Advisors of Tampa Bay
Florida
$288K +$296K +1,600 New
SCA
748
Snowden Capital Advisors
New York
$287K -$112K -609 -28%
MC
749
Montag & Caldwell
Georgia
$286K
HFW
750
Horizon Family Wealth
Illinois
$282K +$24K +130 +9%