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Name Holding Trade Value Shares
Change
Change in
Stake
PTB
926
Pioneer Trust Bank
Oregon
$568K
LWCFA
927
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$567K
GWSG
928
GPS Wealth Strategies Group
Colorado
$565K -$61.4K -584 -10%
KIA
929
KCM Investment Advisors
California
$564K -$40.9K -389 -7%
CWM
930
Collaborative Wealth Management
Florida
$563K -$30.7K -292 -5%
EFS
931
Essex Financial Services
Connecticut
$563K +$76.1K +724 +16%
TCBWMS
932
Texas Capital Bank Wealth Management Services
Texas
$560K -$736 -7 -0.1%
RS
933
R Squared
Hong Kong
$555K +$553K +5,267 New
GWP
934
Gen-Wealth Partners
Michigan
$551K -$7.25K -69 -1%
FMC
935
First Merchants Corp
Indiana
$547K
SYBT
936
Stock Yards Bank & Trust
Kentucky
$541K +$47.3K +450 +10%
IAS
937
Investment Advisory Services
Texas
$541K
RWM
938
Revisor Wealth Management
Ohio
$539K -$1.89K -18 -0.3%
JCM
939
J2 Capital Management
Michigan
$537K +$3.78K +36 +0.7%
IWN
940
Independent Wealth Network
Iowa
$536K -$5.04K -48 -0.9%
FTC
941
Farmers Trust Company
Ohio
$536K
IA
942
Inspire Advisors
Idaho
$533K +$531K +5,050 New
GIA
943
GHP Investment Advisors
Colorado
$532K
VDI
944
Vaughan David Investments
Illinois
$532K -$41.7K -397 -7%
CG
945
Curat Global
New Hampshire
$530K
AIM
946
Alhambra Investment Management
Florida
$529K +$9.46K +90 +2%
SSA
947
Sierra Summit Advisors
Nevada
$527K
VFM
948
Vision Financial Markets
Connecticut
$527K
VI
949
Versor Investments
New York
$527K +$525K +5,000 New
IC
950
Iconiq Capital
California
$527K -$12.5K -119 -2%