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Name Holding Trade Value Shares
Change
Change in
Stake
HB Wealth Management
376
HB Wealth Management
Georgia
$251K +$250K +13,034 New
IFWM
377
Institute for Wealth Management
Colorado
$250K +$2.2K +115 +0.9%
MWM
378
Mindset Wealth Management
Indiana
$244K +$243K +12,656 New
PWM
379
Provident Wealth Management
Tennessee
$240K – – –
Ingalls & Snyder LLC
380
Ingalls & Snyder LLC
New York
$235K – – –
Montag & Associates
381
Montag & Associates
Georgia
$231K -$39K -2,035 -14%
MCM
382
Maple Capital Management
Vermont
$231K +$10.4K +543 +5%
FHA
383
Flagship Harbor Advisors
Massachusetts
$224K +$223K +11,631 New
Plancorp LLC
384
Plancorp LLC
Missouri
$224K +$223K +11,626 New
DE
385
Diversified Enterprises
Delaware
$221K +$219K +11,434 New
AIM
386
Avity Investment Management
Connecticut
$217K -$18.1K -945 -8%
BCM
387
BluePath Capital Management
Georgia
$216K +$215K +11,217 New
OC
388
Opal Capital
Florida
$216K +$215K +11,196 New
Farther Finance Advisors
389
Farther Finance Advisors
California
$213K +$36.3K +1,892 +21%
SC
390
Shay Capital
New York
$212K -$339K -17,675 -62%
OGC
391
One68 Global Capital
New York
$212K -$19.2K -1,000 -8%
Huntington National Bank
392
Huntington National Bank
Ohio
$212K +$86.2K +4,500 +69%
QRG Capital Management
393
QRG Capital Management
Illinois
$210K +$209K +10,890 New
DC
394
Diametric Capital
Massachusetts
$210K +$208K +10,864 New
LWAM
395
Legacy Wealth Asset Management
Minnesota
$209K +$4.46K +233 +2%
FM
396
Family Management
New York
$208K +$206K +10,761 New
TIAM
397
TT International Asset Management
United Kingdom
$207K +$206K +10,738 New
AWC
398
Adamsbrown Wealth Consultants
Kansas
$205K +$204K +10,623 New
Diversify Advisory Services
399
Diversify Advisory Services
Utah
$204K +$165K +8,587 New
Bank of Montreal
400
Bank of Montreal
Ontario, Canada
$203K +$201K +10,505 New