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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
276
Pinnacle Wealth Planning Services
Ohio
$671K -$17.6K -356 -3%
AAS
277
Avantax Advisory Services
Texas
$669K +$1.83K +37 +0.3%
CNFG
278
Creegan & Nassoura Financial Group
New Hampshire
$660K -$28.4K -575 -4%
USCWA
279
U.S. Capital Wealth Advisors
Texas
$656K -$9.89K -200 -2%
HKAM
280
Horizon Kinetics Asset Management
New York
$651K -$198K -4,000 -24%
WAM
281
Weatherly Asset Management
California
$645K
S
282
SimplyRich
California
$643K -$20.6K -416 -3%
SW
283
SVB Wealth
Massachusetts
$643K +$131K +2,650 +26%
Allspring Global Investments
284
Allspring Global Investments
North Carolina
$639K +$632K +12,768 New
VNA
285
Valley National Advisers
Pennsylvania
$636K +$6.33K +128 +1%
RMAM
286
Raab & Moskowitz Asset Management
New Jersey
$635K -$19.8K -400 -3%
CG
287
Colony Group
Massachusetts
$626K -$95.7K -1,934 -13%
IB
288
Intrust Bank
Kansas
$626K -$25K -505 -4%
GT
289
Greenleaf Trust
Michigan
$624K -$52.3K -1,057 -8%
Vanguard Personalized Indexing Management
290
Vanguard Personalized Indexing Management
California
$619K +$187K +3,788 +44%
SFFS
291
Stonehage Fleming Financial Services
Jersey
$612K +$604K +12,202 New
BSAM
292
Blue Square Asset Management
New York
$610K -$184K -3,713 -23%
AWM
293
Altium Wealth Management
New York
$605K +$70.5K +1,426 +13%
QCM
294
Quest Capital Management
Texas
$604K
BOH
295
Bank of Hawaii
Hawaii
$603K -$18K -363 -3%
BCM
296
Bayesian Capital Management
New York
$592K -$265K -5,350 -31%
New York State Common Retirement Fund
297
New York State Common Retirement Fund
New York
$587K
MG
298
Mather Group
Illinois
$577K +$570K +11,521 New
Fayez Sarofim & Co
299
Fayez Sarofim & Co
Texas
$560K +$553K +11,180 New
ERIC
300
Eagle Rock Investment Company
Georgia
$546K +$539K +10,900 New