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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
376
Pinnacle Wealth Planning Services
Ohio
$262K -$2.15K -29 -0.8%
IAIM
377
Industrial Alliance Investment Management
Quebec, Canada
$255K +$246K +3,308 New
BCM
378
Brookstone Capital Management
Illinois
$254K +$5.42K +73 +2%
WA
379
WBH Advisory
Maryland
$252K
ESCM
380
Echo Street Capital Management
New York
$251K -$108K -1,460 -31%
AWM
381
Altium Wealth Management
New York
$250K +$15.7K +211 +7%
SCA
382
Sippican Capital Advisors
Massachusetts
$247K -$14.8K -200 -6%
ARC
383
Advisor Resource Council
Texas
$246K +$237K +3,187 New
CCM
384
Coldstream Capital Management
Washington
$245K +$236K +3,179 New
BHWM
385
Beaird Harris Wealth Management
Texas
$243K +$234K +3,146 New
BAM
386
Belpointe Asset Management
Nevada
$241K +$22.3K +300 +11%
SC
387
Scotia Capital
Ontario, Canada
$239K -$3.12K -42 -1%
EHC
388
Everett Harris & Co
California
$239K
HWM
389
HB Wealth Management
Georgia
$235K +$226K +3,050 New
JIR
390
James Investment Research
Ohio
$233K
LNWWM
391
Laird Norton Wetherby Wealth Management
California
$233K +$11.5K +155 +5%
ST
392
Spinnaker Trust
Maine
$232K
WTFG
393
Wells Trecaso Financial Group
Ohio
$232K
SP
394
Symmetry Partners
Connecticut
$228K -$74K -997 -25%
JWCA
395
J.W. Cole Advisors
Florida
$224K -$3.56K -48 -2%
GCA
396
Genesee Capital Advisors
New York
$224K
P
397
Pitcairn
Pennsylvania
$224K
AIP
398
Ameritas Investment Partners
Nebraska
$223K -$18.6K -251 -8%
WF
399
Welch & Forbes
Massachusetts
$222K
PA
400
Profund Advisors
Maryland
$216K -$17.3K -233 -8%