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Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Wealth Alliance
New York
$266K +$716 +3 +0.3%
JF
552
Jump Financial
Illinois
$265K -$2.36M -9,895 -90%
II
553
Inspire Investing
Idaho
$264K -$136K -572 -34%
PTC
554
Private Trust Company
Ohio
$264K -$52.2K -219 -17%
PVM
555
Palogic Value Management
Texas
$263K +$5.01K +21 +2%
SFA
556
Sequoia Financial Advisors
Ohio
$262K +$76.8K +322 +43%
APW
557
Austin Private Wealth
Texas
$259K
GWM
558
GSB Wealth Management
Connecticut
$259K
OC
559
Oppenheimer & Co
New York
$257K +$253K +1,062 New
CFS
560
Cannon Financial Strategists
Georgia
$257K
CW
561
CreativeOne Wealth
Kansas
$257K +$254K +1,063 New
LNWWM
562
Laird Norton Wetherby Wealth Management
California
$256K +$716 +3 +0.3%
FRA
563
Frank Rimerman Advisors
California
$254K +$250K +1,046 New
LI
564
LRI Investments
Florida
$252K +$248K +1,039 New
EHC
565
Everett Harris & Co
California
$250K -$2.86K -12 -1%
CI Investments Inc
566
CI Investments Inc
Ontario, Canada
$249K -$13.6K -57 -5%
FTWA
567
Fifth Third Wealth Advisors
Ohio
$245K +$241K +1,009 New
FWCM
568
Ferguson Wellman Capital Management
Oregon
$244K
GT
569
Glenview Trust
Kentucky
$244K
AT
570
American Trust
Kentucky
$243K -$20.5K -86 -8%
AAM
571
Auxier Asset Management
Oregon
$242K
CG
572
Clarus Group
Texas
$242K
DWA
573
Douglass Winthrop Advisors
New York
$242K
HCM
574
Howland Capital Management
Massachusetts
$242K
NFG
575
Nadler Financial Group
Illinois
$242K