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MKS Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
551
Moss Adams Wealth Advisors
Washington
$344K +$242K +773 New
ICP
552
Interchange Capital Partners
Pennsylvania
$342K +$241K +769 New
PWPS
553
Pinnacle Wealth Planning Services
Ohio
$338K +$6.26K +20 +3%
PFA
554
Pure Financial Advisors
California
$336K +$236K +754 New
KF
555
Krilogy Financial
Missouri
$335K +$236K +754 New
DS
556
DRW Securities
Illinois
$334K -$395K -1,261 -63%
DWP
557
Daymark Wealth Partners
Ohio
$332K +$233K +746 New
WAM
558
Weiss Asset Management
Massachusetts
$326K +$230K +734 New
CP
559
Canopy Partners
Ohio
$323K +$227K +727 New
GI
560
GAMCO Investors
Connecticut
$318K -$989K -3,160 -82%
PWP
561
Phillips Wealth Planners
Mississippi
$313K -$140K -446 -33%
DWT
562
Dorsey & Whitney Trust
South Dakota
$310K +$218K +696 New
UFF
563
USA Financial Formulas
Michigan
$309K -$71K -227 -25%
Kovitz Investment Group Partners
564
Kovitz Investment Group Partners
Illinois
$307K +$216K +689 New
MWM
565
Mission Wealth Management
California
$305K +$215K +686 New
AWM
566
Affinity Wealth Management
Delaware
$300K +$211K +675 New
GRP
567
Global Retirement Partners
California
$300K +$211K +674 New
BS
568
Banco Santander
Spain
$299K +$211K +673 New
SPP
569
Single Point Partners
Massachusetts
$298K +$210K +670 New
NWM
570
Northwest Wealth Management
Iowa
$296K +$208K +665 New
Allspring Global Investments
571
Allspring Global Investments
North Carolina
$295K +$248K +793 New
CWMA
572
Capstone Wealth Management (Alabama)
Alabama
$294K +$207K +662 New
SF
573
Summit Financial
New Jersey
$291K +$205K +655 New
IGAM
574
iA Global Asset Management
Quebec, Canada
$290K +$204K +652 New
NW
575
NewEdge Wealth
Pennsylvania
$290K +$204K +651 New