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Name Holding Trade Value Shares
Change
Change in
Stake
MGO One Seven
751
MGO One Seven
Ohio
$260K +$246K +2,138 New
AF
752
Advisornet Financial
Minnesota
$259K +$23K +200 +10%
GA
753
Geller Advisors
New York
$259K +$40.3K +350 +20%
MAI Capital Management
754
MAI Capital Management
Ohio
$258K +$31.1K +270 +15%
FIM
755
Freedom Investment Management
Connecticut
$257K +$14.4K +125 +6%
MSFP
756
Mark Sheptoff Financial Planning
Connecticut
$256K – – –
CCG
757
Cypress Capital Group
Florida
$255K – – –
YMRC
758
Yorktown Management & Research Company
Virginia
$255K – – –
BOTW
759
Bank of the West
California
$255K +$2.19K +19 +0.9%
BDF
760
Balasa Dinverno & Foltz
$249K -$34.5K -300 -13%
AHB
761
Abner Herrman & Brock
New Jersey
$248K -$40.3K -350 -15%
BCA
762
Bay Colony Advisors
Massachusetts
$248K +$235K +2,039 New
WCWM
763
Willow Creek Wealth Management
California
$247K – – –
WesBanco Bank
764
WesBanco Bank
West Virginia
$245K +$232K +2,014 New
HAIM
765
Hunter Associates Investment Management
Pennsylvania
$244K – – –
SCI
766
S&CO Inc
Massachusetts
$243K – – –
S
767
Surevest
California
$243K – – –
IFP Advisors
768
IFP Advisors
Florida
$242K -$3.34K -29 -1%
NB
769
Nicolet Bankshares
Wisconsin
$241K – – –
Buckingham Strategic Wealth
770
Buckingham Strategic Wealth
Missouri
$240K +$11.4K +99 +5%
FA
771
Faithward Advisors
Pennsylvania
$240K +$227K +1,972 New
KCM
772
Kathmere Capital Management
Pennsylvania
$239K – – –
MPPW
773
Mitchell & Pahl Private Wealth
Oklahoma
$238K -$1.15K -10 -0.5%
Boston Financial Management
774
Boston Financial Management
Massachusetts
$237K -$28.8K -250 -11%
KCM
775
Kanawha Capital Management
Virginia
$237K +$6.68K +58 +3%