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Name Holding Trade Value Shares
Change
Change in
Stake
PFG
626
Prosperity Financial Group
California
$202K +$410 +4 +0.2%
JSW
627
Journey Strategic Wealth
New Jersey
$202K +$207K +2,020 New
PTFIS
628
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$189K +$194K +1,888 New
PTC
629
Private Trust Company
Ohio
$185K +$11.5K +112 +6%
SGK
630
Steigerwald Gordon & Koch
Virginia
$180K
HPC
631
HM Payson & Co
Maine
$176K
MMG
632
Monetary Management Group
Missouri
$176K
LGWM
633
Litman Gregory Wealth Management
California
$175K +$179K +1,750 New
CBT
634
Crews Bank & Trust
Florida
$173K
VIA
635
Virtus Investment Advisers
Connecticut
$163K +$168K +1,635 New
HI
636
Harbour Investments
Wisconsin
$160K +$5.23K +51 +3%
OWP
637
ORG Wealth Partners
Texas
$157K -$4.61K -45 -3%
FAI
638
Fiduciary Advisors Inc
Missouri
$151K
AF
639
Advisornet Financial
Minnesota
$145K +$103 +1 +0.1%
DSC
640
Daytona Street Capital
Missouri
$141K +$145K +1,416 New
HP
641
Havemeyer Place
Connecticut
$134K +$138K +1,346 New
BCWM
642
Bartlett & Co Wealth Management
Ohio
$132K
EWA
643
EverSource Wealth Advisors
Alabama
$130K -$22K -215 -14%
Optiver Holding
644
Optiver Holding
Netherlands
$128K +$132K +1,284 New
Los Angeles Capital Management
645
Los Angeles Capital Management
California
$127K +$127K +1,239 New
BWA
646
Basecamp Wealth Advisors
Washington
$125K +$128K +1,253 New
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$121K +$820 +8 +0.7%
Federated Hermes
648
Federated Hermes
Pennsylvania
$115K -$205 -2 -0.2%
SAM
649
Smartleaf Asset Management
Massachusetts
$114K +$13.9K +136 +14%
WAG
650
Wilkerson Advisory Group
Missouri
$113K +$116K +1,133 New