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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
726
Personal CFO Solutions
New Jersey
$264K -$9.03K -44 -4%
SIC
727
Sterling Investment Counsel
New York
$262K +$233K +1,133 New
TWM
728
Trueblood Wealth Management
Ohio
$261K +$232K +1,128 New
AWP
729
Accretive Wealth Partners
New Jersey
$257K – – –
WJWM
730
Williams Jones Wealth Management
New York
$255K -$11.9K -58 -5%
Fuller & Thaler Asset Management
731
Fuller & Thaler Asset Management
California
$255K +$203K +990 +868%
HIA
732
Harbor Investment Advisory
Maryland
$251K +$70.8K +345 +47%
SCM
733
Shelton Capital Management
Colorado
$251K -$12.9K -63 -5%
BC
734
Bridgefront Capital
Texas
$248K -$262K -1,277 -54%
STA
735
Summit Trail Advisors
New York
$247K -$9.45K -46 -4%
BPFA
736
Barnes Pettey Financial Advisors
Mississippi
$242K – – –
CWS
737
Cypress Wealth Services
California
$242K +$215K +1,046 New
I
738
InceptionR
California
$242K -$892K -4,343 -81%
CFGS
739
Concourse Financial Group Securities
Alabama
$241K -$5.95K -29 -3%
LRIA
740
Leonard Rickey Investment Advisors
Washington
$241K -$2.46K -12 -1%
IWA
741
Icon Wealth Advisors
Texas
$241K +$214K +1,042 New
MWM
742
MGB Wealth Management
Texas
$240K +$212K +1,033 New
TWC
743
TD Waterhouse Canada
Ontario, Canada
$239K +$107K +522 +94%
CWM
744
Cahaba Wealth Management
Georgia
$239K -$18.5K -90 -8%
PE
745
Point72 Europe
United Kingdom
$238K +$211K +1,028 New
CIM
746
CIM Investment Management
Pennsylvania
$238K – – –
MCWA
747
Meadow Creek Wealth Advisors
Georgia
$238K +$211K +1,027 New
AWA
748
Arkadios Wealth Advisors
Georgia
$236K -$3.7K -18 -2%
KP
749
Keel Point
Alabama
$233K +$207K +1,009 New
EA
750
Everpar Advisors
Oklahoma
$231K +$205K +1,000 New