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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1226
Circle Wealth Management
New Jersey
$338K +$1.79K +31 +0.5%
BHA
1227
Beech Hill Advisors
New York
$337K +$336K +5,820 New
BFG
1228
Beacon Financial Group
Texas
$336K +$336K +5,810 New
CAM
1229
CenterStar Asset Management
Illinois
$335K
TIA
1230
Tiemann Investment Advisors
California
$335K
FCBT
1231
First Citizens Bank & Trust
North Carolina
$335K +$29.8K +515 +10%
PNC
1232
Park National Corp
Ohio
$334K -$8.38K -145 -2%
NHC
1233
Nicholas Hoffman & Company
Georgia
$334K +$29.7K +514 +10%
SWA
1234
Sutton Wealth Advisors
Florida
$334K
WP
1235
WMS Partners
Maryland
$331K -$237K -4,100 -42%
OPWM
1236
Oak Point Wealth Management
Michigan
$331K +$330K +5,702 +2,851%
SPL
1237
Smart Portfolios LLC
Washington
$331K +$331K +5,720 New
ATC
1238
Adirondack Trust Company
New York
$329K -$27.1K -469 -8%
GBT
1239
Grove Bank & Trust
Florida
$328K -$35.8K -620 -10%
JWA
1240
JFS Wealth Advisors
Pennsylvania
$327K -$58.9K -1,019 -15%
CIA
1241
Capital Investment Advisors
Georgia
$327K -$7.98K -138 -2%
HTHT
1242
Hemenway Trust Hemenway Trust
New Hampshire
$327K +$54.3K +940 +20%
CWM
1243
Cornerstone Wealth Management
Missouri
$326K -$3.47K -60 -1%
AWM
1244
Aries Wealth Management
Maine
$326K +$12.1K +210 +4%
FNT
1245
First National Trust
Pennsylvania
$325K -$85.4K -1,477 -21%
BAC
1246
Boys Arnold & Co
North Carolina
$325K +$324K +5,603 New
ME
1247
McIlrath & Eck
Washington
$323K -$6.07K -105 -2%
BHB
1248
Bank Hapoalim BM
Israel
$319K -$512K -8,864 -62%
QCG
1249
Quadrant Capital Group
Ohio
$318K +$136K +2,355 +70%
PMFA
1250
Plante Moran Financial Advisors
Michigan
$317K +$58.6K +1,013 +23%