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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
776
Atomi Financial Group
New York
$260K +$261K +1,920 New
MA
777
MONECO Advisors
Connecticut
$260K -$1.36K -10 -0.5%
RJT
778
Raymond James Trust
Florida
$260K -$2.86K -21 -1%
EH
779
Equitable Holdings
New York
$260K +$261K +1,916 New
BIM
780
Baldwin Investment Management
Pennsylvania
$259K – – –
FTWA
781
Fifth Third Wealth Advisors
Ohio
$258K +$258K +1,900 New
DWA
782
Douglass Winthrop Advisors
New York
$255K -$131K -965 -34%
CAM
783
Cidel Asset Management
Ontario, Canada
$253K – – –
PGFC
784
Peapack-Gladstone Financial Corp
New Jersey
$252K -$109K -804 -30%
WA
785
Wealth Alliance
New York
$252K +$23K +169 +10%
CIS
786
Continental Investors Services
Washington
$250K +$2.58K +19 +1%
BFM
787
Boothbay Fund Management
New York
$249K +$250K +1,839 New
BFA
788
Beaumont Financial Advisors
Massachusetts
$249K – – –
SFA
789
Seneca Financial Advisors
New York
$248K -$96.9K -712 -28%
HT
790
Headlands Technologies
Illinois
$246K +$247K +1,817 New
AAG
791
Armstrong Advisory Group
Massachusetts
$246K – – –
CCA
792
Checchi Capital Advisers
California
$245K – – –
VFA
793
Valeo Financial Advisors
Indiana
$245K +$246K +1,808 New
GAM
794
Griffin Asset Management
New York
$244K – – –
JLBC
795
J.L. Bainbridge & Co
Florida
$244K – – –
WC
796
Weil Company
California
$242K – – –
MW
797
Marcum Wealth
Ohio
$239K +$2.04K +15 +0.9%
MSFS
798
Main Street Financial Solutions
Pennsylvania
$238K -$5.44K -40 -2%
AWM
799
Apollon Wealth Management
South Carolina
$238K +$9.39K +69 +4%
PGIM
800
Pacific Global Investment Management
California
$237K +$16.7K +123 +8%