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Name Holding Trade Value Shares
Change
Change in
Stake
OL
776
Optas LLC
Texas
$346K +$1.52K +16 +0.4%
SWM
777
Sandro Wealth Management
New Jersey
$345K +$354K +3,731 New
LEA
778
Legacy Edge Advisors
New York
$344K +$353K +3,718 New
MCM
779
MAI Capital Management
Ohio
$342K +$27.2K +287 +8%
JIC
780
Johnson Investment Counsel
Ohio
$342K +$15K +158 +4%
RA
781
RFG Advisory
Alabama
$341K +$48K +506 +16%
MB
782
MidFirst Bank
Oklahoma
$337K +$346K +3,645 New
SOAM
783
SBI Okasan Asset Management
Japan
$335K +$341K +3,600 New
MIC
784
Meridian Investment Counsel
California
$333K
WSCM
785
Wellington Shields Capital Management
New York
$333K
DWP
786
Daymark Wealth Partners
Ohio
$330K +$56.6K +597 +20%
RFS
787
Richardson Financial Services
Massachusetts
$330K
MFIM
788
Mesirow Financial Investment Management
Illinois
$328K -$44.9K -473 -12%
JHCP
789
Jackson Hole Capital Partners
Oklahoma
$327K
FMI
790
Frec Markets Inc
California
$326K +$335K +3,531 New
CAM
791
Cresset Asset Management
Illinois
$326K +$115K +1,214 +53%
SAM
792
Summit Asset Management
Tennessee
$324K
MWM
793
Moran Wealth Management
Florida
$319K -$63.6K -671 -16%
TBT
794
Texas Bank & Trust
Texas
$318K -$6.64K -70 -2%
FPWM
795
FSB Premier Wealth Management
Iowa
$317K +$1.04K +11 +0.3%
EPW
796
Evolve Private Wealth
California
$316K +$324K +3,418 New
IWA
797
Invera Wealth Advisors
Oregon
$316K +$324K +3,417 New
SP
798
Stonebrook Private
Michigan
$314K -$125K -1,322 -28%
FFWA
799
FRG Family Wealth Advisors
Washington
$313K
BONST
800
Bank of Nova Scotia Trust
Ontario, Canada
$312K +$320K +3,373 New