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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
701
Joel Isaacson & Co
New York
$268K +$451 +6 +0.2%
PL
702
Plancorp LLC
Missouri
$267K +$1.05K +14 +0.4%
WJWM
703
Williams Jones Wealth Management
New York
$265K -$15K -200 -5%
WAP
704
Wealthcare Advisory Partners
Pennsylvania
$265K +$16.5K +220 +6%
DFCM
705
Dark Forest Capital Management
Puerto Rico
$259K +$111K +1,482 +71%
RB
706
Renasant Bank
Mississippi
$258K +$19.5K +260 +8%
DT
707
Diversified Trust
Tennessee
$256K -$66.4K -884 -20%
PTCG
708
Pring Turner Capital Group
California
$255K
PCM
709
Presidio Capital Management
California
$254K
FIB
710
First Interstate Bank
Montana
$253K
MFS
711
Mirabella Financial Services
United Kingdom
$252K -$259K -3,444 -50%
AR
712
Advisory Research
Illinois
$251K +$259K +3,446 New
EFMC
713
Empire Financial Management Company
New York
$251K
IAM
714
Innovis Asset Management
Illinois
$250K -$3K -40 -1%
TIMH
715
Tilt Investment Management Holdings
New York
$246K
TWM
716
TriaGen Wealth Management
California
$246K
CAG
717
Crestwood Advisors Group
Massachusetts
$246K +$22.2K +296 +10%
CT
718
Colonial Trust
South Carolina
$245K +$1.35K +18 +0.5%
WB
719
WesBanco Bank
West Virginia
$245K -$1.2K -16 -0.5%
MW
720
Marcum Wealth
Ohio
$243K +$10.5K +140 +4%
EVM
721
Evelyn V. Moreno
$242K -$69.1K -920 -22%
AP
722
Atwood & Palmer
Missouri
$240K
TNA
723
True North Advisors
Texas
$239K +$247K +3,284 New
NSIM
724
North Star Investment Management
Illinois
$239K
RCM
725
RB Capital Management
Nevada
$238K -$41.9K -558 -15%