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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
276
Bahl & Gaynor
Ohio
$318K -$20K -200 -5%
JCM
277
Janney Capital Management
Pennsylvania
$312K +$70.5K +706 +26%
OC
278
Oppenheimer & Co
New York
$310K -$42.7K -427 -11%
HCMG
279
Howard Capital Management Group
California
$308K – – –
BOH
280
Bank of Hawaii
Hawaii
$307K +$4.6K +46 +1%
MIH
281
Meitav Investment House
Israel
$306K – – –
AIA
282
Angeles Investment Advisors
California
$299K – – –
ET
283
Equitable Trust
Tennessee
$294K +$32.6K +326 +11%
SFO
284
Stokes Family Office
Louisiana
$284K +$313K +3,135 New
FTA
285
Financial & Tax Architects
Missouri
$282K +$15.1K +151 +5%
ACM
286
Aquatic Capital Management
Illinois
$281K +$310K +3,100 New
PHIC
287
Pine Haven Investment Counsel
Massachusetts
$279K – – –
FAIM
288
Financial Advocates Investment Management
Washington
$278K +$4.1K +41 +1%
XT
289
XTX Topco
Cayman Islands
$277K +$305K +3,050 New
PGFC
290
Peapack-Gladstone Financial Corp
New Jersey
$276K -$42.4K -424 -12%
MPPW
291
Mitchell & Pahl Private Wealth
Oklahoma
$273K +$66.4K +665 +28%
PFO
292
Pathstone Family Office
New Jersey
$265K +$7.19K +72 +3%
TPCW
293
TD Private Client Wealth
New York
$264K -$25.9K -259 -8%
FF
294
FourThought Financial
Florida
$262K -$15.4K -154 -5%
CB
295
Commerce Bank
Missouri
$262K +$16.5K +165 +6%
MM
296
MQS Management
New York
$261K -$9.09K -91 -3%
MYIA
297
Mount Yale Investment Advisors
Colorado
$257K +$11.8K +118 +4%
WA
298
Wealth Alliance
New York
$251K -$71.5K -716 -21%
AWM
299
Axxcess Wealth Management
California
$246K +$271K +2,714 New
IFWM
300
Institute for Wealth Management
Colorado
$239K -$19K -190 -7%
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12
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