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Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
751
Wellington Shields Capital Management
New York
$335K
LS
752
Livforsakringsbolaget Skandia
Sweden
$334K +$34.2K +389 +12%
MWP
753
Meriwether Wealth & Planning
Louisiana
$333K -$4.22K -48 -1%
RFS
754
Richardson Financial Services
Massachusetts
$333K -$8.8K -100 -3%
JIC
755
Johnson Investment Counsel
Ohio
$330K +$22.9K +260 +8%
JHCP
756
Jackson Hole Capital Partners
Oklahoma
$330K
SFS
757
Sowell Financial Services
Arkansas
$330K +$28.6K +325 +10%
TWP
758
Triad Wealth Partners
Kansas
$328K +$309K +3,518 New
Group One Trading
759
Group One Trading
Illinois
$328K -$373K -4,235 -55%
TBT
760
Texas Bank & Trust
Texas
$327K -$2.64K -30 -0.8%
SAM
761
Summit Asset Management
Tennessee
$326K
OFO
762
OneAscent Family Office
Alabama
$324K -$11.7K -133 -4%
AWM
763
Aprio Wealth Management
Georgia
$322K +$38.4K +436 +14%
ADL
764
Asset Dedication LLC
California
$322K -$126K -1,437 -29%
SWM
765
SeaCrest Wealth Management
New York
$322K +$293K +3,327 New
GIA
766
Gateway Investment Advisers
Ohio
$321K +$3.25K +37 +1%
TI
767
Trexquant Investment
Connecticut
$320K +$12.4K +141 +4%
PA
768
Pinnacle Associates
New York
$320K -$3.78K -43 -1%
FPWM
769
FSB Premier Wealth Management
Iowa
$319K -$24.6K -280 -8%
MCM
770
MAI Capital Management
Ohio
$318K +$51.5K +586 +21%
FFWA
771
FRG Family Wealth Advisors
Washington
$316K
PIA
772
Pinion Investment Advisors
Kansas
$316K -$20.8K -236 -7%
OFS
773
OneAscent Financial Services
Alabama
$315K -$246K -2,801 -45%
LFA
774
Legacy Financial Advisors
Kentucky
$311K -$83.3K -947 -22%
MC
775
Mathes Company
New York
$308K