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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
276
MGO One Seven
Ohio
$388K -$2.83K -73 -0.8%
TCA
277
Transcend Capital Advisors
New Jersey
$385K +$78 +2 +0%
MA
278
Mutual Advisors
Nebraska
$377K +$10.7K +275 +3%
TWM
279
Trueblood Wealth Management
Ohio
$375K +$1.2K +31 +0.3%
CFP
280
Cascade Financial Partners
California
$374K +$357K +9,207 New
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$374K +$3.8K +98 +1%
TNA
282
True North Advisors
Texas
$369K +$344K +8,877 New
PGAM
283
Princeton Global Asset Management
New Jersey
$363K +$2.52K +65 +0.7%
FCP
284
Fidelis Capital Partners
Florida
$361K
CIC
285
Carnegie Investment Counsel
Ohio
$356K
FW
286
FirstPurpose Wealth
Utah
$352K
NDSI
287
Newman Dignan & Sheerar Inc
Rhode Island
$345K
WPC
288
Wedmont Private Capital
Pennsylvania
$341K +$2.4K +62 +0.8%
QWM
289
Quadcap Wealth Management
Texas
$341K -$122K -3,148 -28%
CIA
290
Concurrent Investment Advisors
Florida
$337K +$582 +15 +0.2%
VIM
291
VELA Investment Management
Ohio
$334K
RIL
292
Rothschild Investment LLC
Illinois
$333K
MPCG
293
Matrix Private Capital Group
New York
$332K
RFC
294
Regions Financial Corp
Alabama
$332K
FCH
295
Freestone Capital Holdings
Washington
$332K +$310K +8,000 New
PVI
296
Pine Valley Investments
New Jersey
$326K +$543 +14 +0.2%
PCM
297
Pointe Capital Management
Michigan
$325K
SMH
298
Sanders Morris Harris
Texas
$325K +$303K +7,823 New
DWA
299
Douglass Winthrop Advisors
New York
$324K +$77.5K +2,000 +34%
AO
300
Advisor OS
Illinois
$322K