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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
376
Williams Jones Wealth Management
New York
$418K
MNBTD
377
Moody National Bank Trust Division
Texas
$416K
KPWS
378
Kestra Private Wealth Services
Texas
$415K -$56.9K -1,187 -13%
EFS
379
Essex Financial Services
Connecticut
$415K +$35.4K +737 +10%
WCM
380
Winthrop Capital Management
Indiana
$413K
CW
381
CreativeOne Wealth
Kansas
$411K +$240 +5 +0.1%
PI
382
PFG Investments
New York
$407K -$7.2K -150 -2%
GC
383
Guggenheim Capital
Illinois
$404K +$12.5K +260 +3%
Lido Advisors
384
Lido Advisors
California
$400K +$369K +7,687 New
EIM
385
Ervin Investment Management
Washington
$392K -$15K -312 -4%
MCM
386
Mill Capital Management
North Carolina
$391K -$10.8K -226 -3%
SPIA
387
Steward Partners Investment Advisory
New York
$391K +$64.1K +1,337 +22%
FNBTCON
388
First National Bank & Trust Co of Newtown
Pennsylvania
$391K -$6.91K -144 -2%
CA
389
Claro Advisors
Massachusetts
$387K +$1.44K +30 +0.4%
SCA
390
Snowden Capital Advisors
New York
$386K +$129K +2,683 +57%
TA
391
Tectonic Advisors
Texas
$385K -$36.6K -763 -9%
PWM
392
Perigon Wealth Management
California
$381K -$27.2K -566 -7%
CS
393
Candriam SCA
Luxembourg
$380K +$69.9K +1,458 +25%
Envestnet Portfolio Solutions
394
Envestnet Portfolio Solutions
Illinois
$379K -$581K -12,117 -62%
SWM
395
Shakespeare Wealth Management
Wisconsin
$378K
AF
396
Allworth Financial
California
$372K -$8.73K -182 -2%
CI
397
Cigna Investments
Connecticut
$366K -$12K -250 -3%
MFG
398
Merit Financial Group
Georgia
$365K +$15.8K +330 +5%
FFP
399
FourThought Financial Partners
Florida
$363K
BFO
400
Biltmore Family Office
North Carolina
$359K