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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Aries Wealth Management
Maine
$381K – – –
OIA
752
OneDigital Investment Advisors
Kansas
$381K +$3.88K +27 +1%
BB
753
Berkshire Bank
Massachusetts
$381K -$284K -1,978 -41%
PPWP
754
Premier Path Wealth Partners
New Jersey
$381K -$2.16K -15 -0.5%
MSRI
755
Michael S. Ryan Inc
New York
$381K +$22.6K +157 +6%
MCM
756
Massar Capital Management
Connecticut
$380K -$1.11M -7,734 -73%
Fayez Sarofim & Co
757
Fayez Sarofim & Co
Texas
$376K – – –
GT
758
Glenview Trust
Kentucky
$375K +$14.4K +100 +4%
VT
759
Vise Technologies
New York
$375K +$23.2K +161 +6%
IWC
760
Integrated Wealth Concepts
Massachusetts
$375K -$108K -748 -21%
NERM
761
New England Research & Management
Illinois
$374K – – –
VIM
762
Vancity Investment Management
British Columbia, Canada
$373K -$22.3K -155 -5%
EH
763
Equitable Holdings
New York
$370K -$5.9K -41 -1%
VCM
764
Versant Capital Management
Arizona
$368K +$37.8K +263 +11%
HWA
765
Heartwood Wealth Advisors
Virginia
$367K – – –
FRM
766
Fox Run Management
Connecticut
$363K -$718K -4,995 -65%
1C
767
111 Capital
France
$362K -$96.2K -669 -20%
TBT
768
Texas Bank & Trust
Texas
$361K – – –
SOS
769
Silver Oak Securities
Tennessee
$356K +$120K +832 +47%
PA
770
PharVision Advisers
Florida
$356K +$376K +2,614 New
GIA
771
Guyasuta Investment Advisors
Pennsylvania
$355K – – –
Members Trust
772
Members Trust
Florida
$353K +$2.01K +14 +0.5%
TCA
773
Transcend Capital Advisors
New Jersey
$351K +$17.5K +122 +5%
SEEDPG
774
S.E.E.D. Planning Group
New York
$347K -$2.44K -17 -0.7%
BW
775
BIP Wealth
Georgia
$347K -$3.88K -27 -1%