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Name Holding Trade Value Shares
Change
Change in
Stake
CT
276
Clearstead Trust
Maine
$546 -$563 -8 -50%
UB
277
UMB Bank
Missouri
$546 +$422 +6 +300%
TWD
278
True Wealth Design
Ohio
$478 -$141 -2 -22%
CH
279
Cromwell Holdings
Wyoming
$478
BHWM
280
Bay Harbor Wealth Management
Maryland
$477 +$141 +2 +40%
SIS
281
Sound Income Strategies
Florida
$474 +$492 +7 New
DPW
282
DiNuzzo Private Wealth
Pennsylvania
$410 -$70 -1 -14%
AGWCA
283
Annis Gardner Whiting Capital Advisors
Florida
$342
BGAI
284
Bruce G. Allen Investments
Colorado
$341
PMFA
285
Plante Moran Financial Advisors
Michigan
$341
HIA
286
HFM Investment Advisors
New Jersey
$273 +$70 +1 +33%
DF
287
Dunhill Financial
United Kingdom
$209 +$211 +3 New
1CP
288
1015 Capital Partners
Pennsylvania
$205 +$211 +3 New
DCM
289
Davis Capital Management
Florida
$205 +$211 +3 New
PWPS
290
Pinnacle Wealth Planning Services
Ohio
$205 +$211 +3 New
RWM
291
Rialto Wealth Management
New York
$137 -$141 -2 -50%
MCM
292
MV Capital Management
Maryland
$137
EW
293
Elyxium Wealth
California
$136 +$141 +2 New
HNB
294
Huntington National Bank
Ohio
$109
SA
295
Seneschal Advisors
Washington
$69
TFM
296
TFC Financial Management
Massachusetts
$69
AWM
297
Activest Wealth Management
Florida
$68 +$70 +1 New
OC
298
Optima Capital
Oregon
$68 +$70 +1 New
Coatue Management
299
Coatue Management
New York
-$24.4M -328,189 Closed
VF
300
Virtu Financial
New York
-$21.9M -293,718 Closed