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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
651
Hollencrest Capital Management
California
$281K
MLL
652
Moody Lynn & Lieberson
Massachusetts
$281K
SWA
653
Stratos Wealth Advisors
Ohio
$279K +$62.9K +1,423 +24%
SCFS
654
S.C. Financial Services
Arizona
$277K
BCI
655
Brinker Capital Investments
Pennsylvania
$276K -$5.75K -130 -2%
CIA
656
ClearBridge Investments (Australia)
Australia
$275K -$129M -2,921,559 -100%
AWM
657
Accel Wealth Management
Iowa
$274K +$73.4K +1,659 +32%
SSG
658
Summit Securities Group
New York
$271K -$77.8K -1,759 -20%
TFA
659
Transamerica Financial Advisors
Florida
$271K +$6.28K +142 +2%
HCA
660
Harbour Capital Advisors
Virginia
$270K -$9.06K -205 -3%
FC
661
Financial Consulate
Maryland
$270K +$265 +6 +0.1%
BAM
662
Belpointe Asset Management
Nevada
$270K +$198K +4,488 +165%
CWA
663
Centennial Wealth Advisory
Michigan
$269K +$93.7K +2,119 +42%
TBNY
664
Trustco Bank (New York)
New York
$268K -$13.3K -300 -4%
SWM
665
Segment Wealth Management
Texas
$268K -$1.5K -34 -0.5%
FFM
666
Forum Financial Management
Illinois
$268K +$2.21K +50 +0.7%
CPO
667
Cerity Partners OCIO
New York
$268K +$316K +7,147 New
FHC
668
First Heartland Consultants
Missouri
$267K +$40.8K +922 +15%
FMLI
669
Fukoku Mutual Life Insurance
Japan
$266K -$25.2K -570 -7%
EIG
670
Ellenbecker Investment Group
Wisconsin
$265K +$310 +7 +0.1%
SP
671
Successful Portfolios
Florida
$264K -$354 -8 -0.1%
GSB
672
Greenfield Savings Bank
Massachusetts
$264K
MC
673
Moors & Cabot
Massachusetts
$262K -$1.86K -42 -0.6%
UF
674
Univest Financial
Pennsylvania
$261K
BMCM
675
Bryn Mawr Capital Management
Pennsylvania
$260K