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Name Holding Trade Value Shares
Change
Change in
Stake
GA
826
Geller Advisors
New York
$219K -$136 -1 -0.1%
EM
827
Excalibur Management
Massachusetts
$218K
SMWM
828
Silvia McColl Wealth Management
California
$217K
FNWM
829
Financial Network Wealth Management
Utah
$217K +$218K +1,600 New
WJWM
830
Williams Jones Wealth Management
New York
$215K
PWPS
831
Pinnacle Wealth Planning Services
Ohio
$214K
FWCM
832
Ferguson Wellman Capital Management
Oregon
$211K +$212K +1,559 New
PWG
833
Portside Wealth Group
Utah
$210K -$16.9K -124 -7%
FG
834
Fiduciary Group
Georgia
$210K
OWMIAS
835
One Wealth Management Investment & Advisory Services
Florida
$210K -$23.5K -173 -10%
AO
836
Advisor OS
Illinois
$207K +$208K +1,530 New
HGA
837
Hobbs Group Advisors
South Carolina
$206K +$207K +1,522 New
RWP
838
Ridgecrest Wealth Partners
California
$206K +$206K +1,517 New
BJL
839
Brighton Jones LLC
Washington
$206K +$206K +1,516 New
MAS
840
Meeder Advisory Services
Ohio
$204K +$205K +1,504 New
CA
841
CoreCap Advisors
Michigan
$203K +$180K +1,322 +751%
SCI
842
S&CO Inc
Massachusetts
$203K +$204K +1,500 New
AA
843
Addison Advisors
Vermont
$202K +$11.2K +82 +6%
CCM
844
Canal Capital Management
Virginia
$201K +$201K +1,480 New
NIM
845
Northeast Investment Management
Massachusetts
$200K +$201K +1,475 New
AIM
846
Anchor Investment Management
South Carolina
$181K +$12.8K +94 +8%
O
847
Ossiam
France
$179K +$110K +807 +158%
FFA
848
Farther Finance Advisors
California
$174K -$4.22K -31 -2%
Kayne Anderson Rudnick Investment Management
849
Kayne Anderson Rudnick Investment Management
California
$171K
CA
850
Crewe Advisors
Utah
$163K