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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
751
Bar Harbor Wealth Management
New Hampshire
$364K +$26K +180 +7%
MC
752
Moors & Cabot
Massachusetts
$364K +$97.1K +673 +35%
PA
753
Parallel Advisors
California
$360K +$14.6K +101 +4%
KWM
754
Kingsview Wealth Management
Oregon
$359K +$369K +2,560 New
WP
755
Wedgewood Partners
Missouri
$350K
SCM
756
Shelton Capital Management
Colorado
$348K +$20.3K +141 +6%
MIFH
757
Migdal Insurance & Financial Holdings
Israel
$347K -$76K -527 -18%
GT
758
Greenleaf Trust
Michigan
$347K +$107K +744 +43%
WTC
759
WhitTier Trust Company
Nevada
$343K -$1.73K -12 -0.5%
HR
760
Howe & Rusling
New York
$337K
WWM
761
Willingdon Wealth Management
North Carolina
$335K -$141K -978 -29%
VAM
762
Visionary Asset Management
Texas
$328K +$337K +2,335 New
1WA
763
180 Wealth Advisors
Washington
$326K +$24.5K +170 +8%
CAPTRUST Financial Advisors
764
CAPTRUST Financial Advisors
North Carolina
$326K +$73.7K +511 +28%
PCM
765
Parsons Capital Management
Rhode Island
$322K
CC
766
Courier Capital
New York
$314K
RIG
767
Renaissance Investment Group
Massachusetts
$311K +$72.8K +505 +30%
LSAG
768
Lake Street Advisors Group
New Hampshire
$308K -$77.5K -537 -20%
OLA
769
Oliver Luxxe Assets
New Jersey
$307K
MWM
770
Mission Wealth Management
California
$307K +$3.32K +23 +1%
LJHT
771
Laurie J. Hall Trustee
$304K +$245K +1,700 +370%
JFGIW
772
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$298K -$7.21K -50 -2%
HP
773
Hikari Power
Japan
$295K
PV
774
Private Vista
Illinois
$289K +$16.9K +117 +6%
WOC
775
West Oak Capital
California
$288K