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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
226
Pinnacle Wealth Planning Services
Ohio
$66K
GBT
227
Grove Bank & Trust
Florida
$62.6K -$68 -25 -0.1%
PA
228
Parallel Advisors
California
$62.4K -$24.6K -9,102 -29%
SIA
229
Sit Investment Associates
Minnesota
$60K
PCS
230
Personal CFO Solutions
New Jersey
$59.3K +$2.22K +823 +4%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$58K -$2.56K -947 -4%
EWM
232
Endowment Wealth Management
Wisconsin
$57.1K -$881 -326 -2%
Credit Agricole
233
Credit Agricole
France
$56K
NW
234
NewEdge Wealth
Pennsylvania
$55.3K +$7.25K +2,685 +16%
UB
235
UMB Bank
Missouri
$54.1K -$5.83K -2,159 -10%
WRPWM
236
Werba Rubin Papier Wealth Management
California
$53.4K -$37.5K -13,888 -42%
OMC
237
Old Mission Capital
Illinois
$53.1K +$51.3K +18,975 New
OFS
238
OneAscent Financial Services
Alabama
$53K +$9.61K +3,556 +23%
EWA
239
EverSource Wealth Advisors
Alabama
$52.1K +$38.8K +14,362 +339%
SAM
240
Silvercrest Asset Management
New York
$51.6K -$10.7K -3,955 -18%
MCM
241
MAI Capital Management
Ohio
$51K +$4.04K +1,495 +9%
VAS
242
Vestmark Advisory Solutions
Massachusetts
$50.4K +$2.53K +935 +5%
PAM
243
Paradigm Asset Management
New York
$50.2K
MG
244
Mather Group
Illinois
$49.6K
RIA
245
Regal Investment Advisors
Michigan
$49.4K -$683 -253 -1%
SRL
246
Scientech Research LLC
New Jersey
$48.5K +$46.7K +17,293 New
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$48K +$17.1K +6,314 +58%
TIAA Trust, National Association
248
TIAA Trust, National Association
North Carolina
$46.2K -$3.17K -1,173 -7%
RCAG
249
Rehmann Capital Advisory Group
Michigan
$46.2K +$1.26K +465 +3%
DP
250
Denver PWM
Colorado
$46.1K +$980 +363 +2%