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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
551
MAI Capital Management
Ohio
$289K +$753 +3 +0.3%
GT
552
Greenleaf Trust
Michigan
$288K +$33.9K +135 +13%
CCP
553
Corient Capital Partners
California
$286K +$293K +1,168 New
KMWM
554
Keudell/Morrison Wealth Management
Oregon
$280K +$287K +1,142 New
BOPW
555
Brandywine Oak Private Wealth
Pennsylvania
$279K +$286K +1,139 New
BAM
556
Barrett Asset Management
New York
$278K – – –
PAM
557
Private Asset Management
California
$272K – – –
WA
558
WESPAC Advisors
California
$272K – – –
FAIM
559
Financial Advocates Investment Management
Washington
$272K +$1.25K +5 +0.5%
BO
560
Bank OZK
Arkansas
$271K – – –
WAM
561
Weiss Asset Management
Massachusetts
$269K +$56.7K +226 +26%
TAM
562
Tiverton Asset Management
Delaware
$268K – – –
BCWM
563
Blue Chip Wealth Management
Florida
$268K +$274K +1,092 New
TCOV
564
Trust Company of Vermont
Vermont
$267K – – –
Diamond Hill Capital Management
565
Diamond Hill Capital Management
Ohio
$266K – – –
WPP
566
Whalerock Point Partners
Rhode Island
$266K – – –
LFG
567
LifePlan Financial Group
Ohio
$265K – – –
CBA
568
Coastal Bridge Advisors
Connecticut
$264K +$270K +1,075 New
ASN
569
Advisory Services Network
Georgia
$263K – – –
IA
570
IFP Advisors
Florida
$263K +$269K +1,070 New
QCG
571
Quadrant Capital Group
Ohio
$260K +$4.77K +19 +2%
IFWM
572
Institute for Wealth Management
Colorado
$259K -$129K -512 -33%
CAM
573
Cozad Asset Management
Illinois
$258K – – –
PCFFS
574
Pacific Center for Financial Services
California
$258K – – –
SCM
575
Shelton Capital Management
Colorado
$254K -$2.89M -11,500 -92%