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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
626
Bank Julius Baer & Co
Switzerland
$321K +$276K +1,408 New
WI
627
Westbourne Investments
Virginia
$320K +$304K +1,550 New
PS
628
Planned Solutions
California
$319K – – –
BMCM
629
Bryn Mawr Capital Management
Pennsylvania
$319K – – –
AIP
630
Ameritas Investment Partners
Nebraska
$319K -$23.5K -120 -7%
PFW
631
Petros Family Wealth
Minnesota
$313K +$298K +1,517 New
HPM
632
Hoxton Planning & Management
West Virginia
$311K -$4.51K -23 -2%
CPRC
633
Consolidated Portfolio Review Corp
New York
$311K +$295K +1,506 New
GL
634
Graypoint LLC
New York
$310K +$5.29K +27 +2%
MCM
635
Morton Capital Management
California
$309K – – –
EB
636
Eastern Bank
Massachusetts
$309K +$98.1K +500 +50%
GWMI
637
Guardian Wealth Management (Illinois)
Illinois
$309K – – –
CCG
638
Catalina Capital Group
California
$308K +$14.3K +73 +5%
FWA
639
FSM Wealth Advisors
Ohio
$306K -$55.5K -283 -17%
KCFA
640
Key Client Fiduciary Advisors
New Jersey
$305K – – –
AA
641
Advisory Alpha
Michigan
$303K +$288K +1,470 New
BP
642
Ballentine Partners
Massachusetts
$303K +$3.14K +16 +1%
CIA
643
Capital Investment Advisors
Georgia
$301K -$41.6K -212 -13%
CA
644
Cambridge Advisors
Nebraska
$299K – – –
MGIA
645
Moneta Group Investment Advisors
Missouri
$298K +$196 +1 +0.1%
SS
646
Sound Stewardship
Kansas
$296K -$10K -51 -3%
A
647
Argentarii
Ohio
$295K +$280K +1,430 New
CC
648
Corton Capital
Ontario, Canada
$295K -$77.1K -393 -22%
GIA
649
Gladstone Institutional Advisory
Florida
$293K – – –
BC
650
Bridgefront Capital
Texas
$291K +$277K +1,413 New