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Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
MUFG Americas
New York
$385K +$7.12K +16 +2%
BCAM
652
Boston Common Asset Management
Massachusetts
$385K +$8.45K +19 +2%
CIA
653
CCM Investment Advisers
South Carolina
$379K
WDG
654
Wealth Dimensions Group
Ohio
$379K
H
655
HoyleCohen
California
$377K
LSWM
656
Lorne Steinberg Wealth Management
Canada
$374K
SFA
657
Sequoia Financial Advisors
Ohio
$373K +$81.4K +183 +30%
AA
658
Ancora Advisors
Ohio
$370K
PWPS
659
Pinnacle Wealth Planning Services
Ohio
$366K +$17.8K +40 +5%
CA
660
Continuum Advisory
Idaho
$365K +$81.9K +184 +31%
IFS
661
Ifrah Financial Services
Arkansas
$364K -$5.34K -12 -2%
OPS
662
Orion Portfolio Solutions
Nebraska
$364K +$27.6K +62 +9%
WF
663
Welch & Forbes
Massachusetts
$362K
ZIM
664
Zacks Investment Management
Illinois
$361K +$1.33K +3 +0.4%
SWP
665
Stratos Wealth Partners
Ohio
$356K +$88.1K +198 +35%
FIM
666
Freedom Investment Management
Connecticut
$353K +$336K +755 New
TCA
667
Transcend Capital Advisors
New Jersey
$353K +$74.3K +167 +28%
MCM
668
Manchester Capital Management
Vermont
$349K +$890 +2 +0.3%
DWM
669
Drive Wealth Management
Utah
$349K +$18.7K +42 +6%
SWM
670
Sendero Wealth Management
Texas
$348K +$874K +1,965 +300%
PA
671
Pinnacle Associates
New York
$347K +$73.9K +166 +29%
DWT
672
Dorsey & Whitney Trust
South Dakota
$345K +$3.56K +8 +1%
AWS
673
Atria Wealth Solutions
New York
$344K +$69.9K +157 +27%
BFS
674
Beacon Financial Strategies
North Carolina
$344K
HI
675
Hoey Investments
Pennsylvania
$336K +$319K +717 New