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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
776
MAI Capital Management
Ohio
$221K -$59.9K -943 -21%
PWA
777
Phoenix Wealth Advisors
North Carolina
$220K -$191 -3 -0.1%
FBB
778
Fulton Breakefield Broenniman
Maryland
$219K
CBT
779
Crews Bank & Trust
Florida
$216K +$222K +3,493 New
CWS
780
Cypress Wealth Services
California
$216K +$9.97K +157 +5%
PP
781
PDS Planning
Ohio
$215K +$191 +3 +0.1%
ABLA
782
Alan B. Lancz & Associates
Ohio
$215K
GA
783
Geller Advisors
New York
$213K +$64 +1 +0%
BFM
784
Boston Financial Management
Massachusetts
$213K +$64 +1 +0%
HTIM
785
Harbour Trust & Investment Management
Indiana
$212K
WTB
786
Washington Trust Bank
Washington
$211K
SMC
787
Smith, Moore & Co
Missouri
$211K +$17.7K +279 +9%
AA
788
Advisory Alpha
Michigan
$210K +$215K +3,390 New
IAN
789
Integrated Advisors Network
Texas
$210K +$215K +3,386 New
HBT
790
Hills Bank & Trust
Iowa
$210K -$3.18K -50 -1%
CCFCSB
791
Cape Cod Five Cents Savings Bank
Massachusetts
$208K
Tudor Investment Corp
792
Tudor Investment Corp
Connecticut
$208K +$213K +3,360 New
PTC
793
Private Trust Company
Ohio
$208K +$18.7K +295 +10%
PCM
794
Prelude Capital Management
New York
$208K +$213K +3,355 New
CFP
795
Cascade Financial Partners
California
$208K
AI
796
Accredited Investors
Minnesota
$207K
MG
797
Marex Group
$206K +$211K +3,319 New
HCM
798
Howland Capital Management
Massachusetts
$204K
SP
799
Successful Portfolios
Florida
$201K -$1.4K -22 -0.7%
PAMG
800
Patton Albertson Miller Group
Tennessee
$201K -$1.46K -23 -0.7%