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Name Holding Trade Value Shares
Change
Change in
Stake
SSW
776
Smith Shellnut Wilson
Mississippi
$347K – – –
OL
777
Optas LLC
Texas
$346K +$1.52K +16 +0.4%
SWM
778
Sandro Wealth Management
New Jersey
$345K +$354K +3,731 New
LEA
779
Legacy Edge Advisors
New York
$344K +$759 +8 +0.2%
MCM
780
MAI Capital Management
Ohio
$342K +$27.2K +287 +8%
JIC
781
Johnson Investment Counsel
Ohio
$342K +$15K +158 +4%
RA
782
RFG Advisory
Alabama
$341K +$48K +506 +16%
MB
783
MidFirst Bank
Oklahoma
$337K +$346K +3,645 New
SOAM
784
SBI Okasan Asset Management
Japan
$335K +$341K +3,600 New
MIC
785
Meridian Investment Counsel
California
$333K – – –
WSCM
786
Wellington Shields Capital Management
New York
$333K – – –
DWP
787
Daymark Wealth Partners
Ohio
$330K +$56.6K +597 +20%
RFS
788
Richardson Financial Services
Massachusetts
$330K – – –
MFIM
789
Mesirow Financial Investment Management
Illinois
$328K -$44.9K -473 -12%
JHCP
790
Jackson Hole Capital Partners
Oklahoma
$327K – – –
FMI
791
Frec Markets Inc
California
$326K +$335K +3,531 New
CAM
792
Cresset Asset Management
Illinois
$326K +$115K +1,214 +53%
SAM
793
Summit Asset Management
Tennessee
$324K – – –
MWM
794
Moran Wealth Management
Florida
$319K -$63.6K -671 -16%
TBT
795
Texas Bank & Trust
Texas
$318K -$6.64K -70 -2%
FPWM
796
FSB Premier Wealth Management
Iowa
$317K +$1.04K +11 +0.3%
EPW
797
Evolve Private Wealth
California
$316K +$324K +3,418 New
IWA
798
Invera Wealth Advisors
Oregon
$316K +$324K +3,417 New
SP
799
Stonebrook Private
Michigan
$314K -$125K -1,322 -28%
FFWA
800
FRG Family Wealth Advisors
Washington
$313K – – –