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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
626
Pinnacle Wealth Planning Services
Ohio
$392K +$45.5K +227 +13%
PFO
627
Pathstone Family Office
New Jersey
$391K -$920K -4,592 -71%
CIC
628
Carnegie Investment Counsel
Ohio
$391K +$12K +60 +3%
KWM
629
Kingsview Wealth Management
Oregon
$390K -$9.02K -45 -2%
ACA
630
Aptus Capital Advisors
Alabama
$389K +$16.6K +83 +5%
FTA
631
Financial & Tax Architects
Missouri
$387K -$3.81K -19 -1%
CWM
632
Concentric Wealth Management
California
$386K
LB
633
Legacy Bridge
Iowa
$386K
YWP
634
YorkBridge Wealth Partners
New York
$379K +$1.2K +6 +0.3%
HWM
635
HB Wealth Management
Georgia
$379K +$92K +459 +33%
MCP
636
Mirador Capital Partners
California
$377K +$372K +1,858 New
AWA
637
Arete Wealth Advisors
Illinois
$371K +$1K +5 +0.3%
MCM
638
Murphy Capital Management
New Jersey
$370K -$60.1K -300 -14%
NSB
639
Norway Savings Bank
Maine
$370K +$7.01K +35 +2%
Fiera Capital (Canada)
640
Fiera Capital (Canada)
Quebec, Canada
$367K -$64.5K -322 -15%
MGIA
641
Moneta Group Investment Advisors
Missouri
$366K -$200 -1 -0.1%
IC
642
Inscription Capital
Texas
$366K
CL
643
Choreo LLC
Illinois
$362K +$25.2K +126 +8%
CAM
644
Carret Asset Management
New York
$362K +$49.1K +245 +16%
MRCM
645
M&R Capital Management
New Jersey
$360K +$101K +504 +40%
DBT
646
Dubuque Bank & Trust
Iowa
$359K -$64.3K -321 -15%
SWA
647
Stratos Wealth Advisors
Ohio
$359K +$48.3K +241 +16%
BWM
648
Bulltick Wealth Management
Florida
$359K +$352K +1,755 New
NIM
649
Northeast Investment Management
Massachusetts
$357K
MWM
650
Modera Wealth Management
New Jersey
$357K +$90.8K +453 +35%