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Name Holding Trade Value Shares
Change
Change in
Stake
WFS
851
Widmann Financial Services
Maryland
$286K – – –
TC
852
TownSquare Capital
Utah
$285K +$74.1K +448 +33%
FWP
853
FAS Wealth Partners
Kansas
$284K +$42.9K +259 +17%
MIM
854
Marco Investment Management
Georgia
$284K – – –
JCM
855
Jacobi Capital Management
Pennsylvania
$283K +$166 +1 +0.1%
FCA
856
FinTrust Capital Advisors
South Carolina
$283K -$84.6K -511 -22%
WF
857
Wayfinding Financial
Washington
$283K +$2.65K +16 +0.9%
MJP
858
Michael J. Puzo
$281K – – –
GAM
859
Griffin Asset Management
New York
$281K – – –
TSW
860
Thompson Siegel & Walmsley
Virginia
$280K – – –
JF
861
Jump Financial
Illinois
$280K -$747K -4,511 -72%
PI
862
PFG Investments
New York
$280K +$296K +1,788 New
ONST
863
Old North State Trust
North Carolina
$279K – – –
PA
864
Pinnacle Associates
New York
$277K +$2.81K +17 +1%
ITIM
865
Indiana Trust & Investment Management
Indiana
$276K – – –
SC
866
Syon Capital
California
$276K +$292K +1,764 New
TNBTD
867
Trustmark National Bank Trust Department
Mississippi
$275K +$27.3K +165 +10%
SIG
868
Sky Investment Group
Connecticut
$273K -$4.14K -25 -1%
BCM
869
Brookstone Capital Management
Illinois
$273K +$28K +169 +10%
LA
870
Lifeworks Advisors
Michigan
$272K +$82.8K +500 +40%
AFP
871
Alpha Financial Partners
Kentucky
$272K -$7.28K -44 -2%
OWM
872
OneAscent Wealth Management
Alabama
$272K +$288K +1,739 New
CIA
873
Capital Investment Advisors
Georgia
$271K -$191K -1,153 -40%
TFA
874
Teamwork Financial Advisors
Texas
$269K -$113K -680 -28%
Bank Julius Baer & Co
875
Bank Julius Baer & Co
Switzerland
$269K +$12.2K +74 +4%