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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
676
Williams Jones Wealth Management
New York
$354K -$19.1K -800 -5%
BG
677
Bellevue Group
Switzerland
$352K -$144K -6,000 -30%
MHC
678
Meyer Handelman Company
New York
$352K
PP
679
PrairieView Partners
Minnesota
$352K
ClearBridge Investments
680
ClearBridge Investments
New York
$350K +$12.1K +504 +4%
WA
681
WESPAC Advisors
California
$350K +$333K +13,936 New
BFO
682
Boston Family Office
Massachusetts
$349K
PIM
683
Penobscot Investment Management
Massachusetts
$347K
RWB
684
RMR Wealth Builders
New Jersey
$347K
ACS
685
Archford Capital Strategies
Illinois
$345K -$2.01M -84,222 -86%
LSAG
686
Lake Street Advisors Group
New Hampshire
$344K -$23.1K -964 -7%
CCM
687
Check Capital Management
California
$340K
BWM
688
BerganKDV Wealth Management
Minnesota
$336K -$144 -6 -0%
ZCA
689
Zeke Capital Advisors
Pennsylvania
$334K
EFM
690
E Fund Management
China
$334K +$317K +13,270 New
OPS
691
Orion Portfolio Solutions
Nebraska
$334K +$318K +13,274 New
CT
692
Caldwell Trust
Florida
$333K +$31.6K +1,320 +11%
9WM
693
9258 Wealth Management
Ohio
$333K +$1.05K +44 +0.3%
IAN
694
Integrated Advisors Network
Texas
$329K +$7.99K +334 +3%
TNB
695
Thomasville National Bank
Georgia
$328K +$502K +21,000 New
SWM
696
Spire Wealth Management
Virginia
$327K +$311K +13,014 New
MGIA
697
Moneta Group Investment Advisors
Missouri
$321K +$305K +12,768 New
MSAM
698
Moloney Securities Asset Management
Missouri
$320K -$586K -24,480 -66%
IAA
699
Independent Advisor Alliance
North Carolina
$317K -$447K -18,668 -60%
OFG
700
OmniStar Financial Group
North Carolina
$317K -$102K -4,248 -25%