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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
726
Legacy Private Trust
Wisconsin
$953K -$119K -1,071 -11%
Alphadyne Asset Management
727
Alphadyne Asset Management
New York
$951K +$961K +8,672 New
NA
728
Nordwand Advisors
Pennsylvania
$946K – – –
CM
729
Cornerstone Management
Georgia
$946K – – –
PBF
730
Petix & Botte Financial
California
$946K -$506K -4,568 -51%
RCAG
731
Rehmann Capital Advisory Group
Michigan
$940K +$7.32K +66 +0.8%
MassMutual Private Wealth & Trust
732
MassMutual Private Wealth & Trust
Connecticut
$934K -$24.2K -218 -2%
1832 Asset Management
733
1832 Asset Management
Ontario, Canada
$933K -$222K -2,000 -19%
VWM
734
Venturi Wealth Management
Texas
$922K +$87.1K +786 +10%
MWM
735
Mattern Wealth Management
Kansas
$922K -$49K -442 -5%
DA
736
Denali Advisors
California
$922K +$55.2K +498 +6%
Perigon Wealth Management
737
Perigon Wealth Management
California
$919K +$15.3K +138 +2%
HP
738
Holistic Planning
Texas
$917K +$997 +9 +0.1%
GS
739
GWN Securities
Florida
$914K -$7.65K -69 -0.8%
BIG
740
Bush Investment Group
Georgia
$910K +$4.99K +45 +0.5%
Washington Trust
741
Washington Trust
Rhode Island
$909K +$264K +2,379 +40%
KCAM
742
Kagan Cocozza Asset Management
New Jersey
$906K -$45K -406 -5%
Hills Bank & Trust
743
Hills Bank & Trust
Iowa
$906K +$10.4K +94 +1%
LCM
744
Landscape Capital Management
New Jersey
$896K -$1.28M -11,558 -59%
Nicholas Hoffman & Company
745
Nicholas Hoffman & Company
Georgia
$892K +$332 +3 +0%
FH
746
Financial Harvest
Florida
$889K -$33.2K -300 -4%
JWM
747
Jacksonville Wealth Management
Florida
$888K – – –
WesBanco Bank
748
WesBanco Bank
West Virginia
$888K -$111K -1,000 -11%
HBK Sorce Advisory
749
HBK Sorce Advisory
Pennsylvania
$884K +$13K +117 +2%
VA
750
VestGen Advisors
Illinois
$883K -$473K -4,264 -36%