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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
551
Thrive Wealth Management
Pennsylvania
$295K +$22.6K +89 +9%
PNC
552
Park National Corp
Ohio
$294K
MOS
553
MGO One Seven
Ohio
$293K -$78.1K -307 -22%
WA
554
Wealth Alliance
New York
$293K -$4.33K -17 -2%
IAIM
555
International Assets Investment Management
Florida
$292K -$254 -1 -0.1%
AT
556
American Trust
Kentucky
$291K -$9.93K -39 -3%
PWG
557
Portside Wealth Group
Utah
$291K +$277K +1,088 New
CI Investments Inc
558
CI Investments Inc
Ontario, Canada
$290K +$41.7K +164 +18%
GWM
559
GSB Wealth Management
Connecticut
$286K
PVM
560
Palogic Value Management
Texas
$284K +$2.29K +9 +0.9%
CFS
561
Cannon Financial Strategists
Georgia
$284K
LNWWM
562
Laird Norton Wetherby Wealth Management
California
$281K +$2.8K +11 +1%
MIS
563
Morningstar Investment Services
Illinois
$280K +$272K +1,067 New
EHC
564
Everett Harris & Co
California
$280K
BP
565
Ballentine Partners
Massachusetts
$278K +$12.7K +50 +5%
DILIC
566
Dai-ichi Life Insurance Company
Japan
$277K
VFA
567
Valeo Financial Advisors
Indiana
$276K +$9.16K +36 +3%
APW
568
Austin Private Wealth
Texas
$274K
FWCM
569
Ferguson Wellman Capital Management
Oregon
$269K +$763 +3 +0.3%
GT
570
Glenview Trust
Kentucky
$269K
DWA
571
Douglass Winthrop Advisors
New York
$268K -$102K -400 -29%
AAM
572
Auxier Asset Management
Oregon
$268K
CG
573
Clarus Group
Texas
$268K
NFG
574
Nadler Financial Group
Illinois
$268K
HCM
575
Howland Capital Management
Massachusetts
$268K +$254K +1,000 New