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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1801
Private Capital Group
Connecticut
$338K -$57.6K -273 -15%
PWPS
1802
Pinnacle Wealth Planning Services
Ohio
$338K -$52.3K -248 -14%
BFC
1803
Bedel Financial Consulting
Indiana
$338K
ABP
1804
Arthur B. Page
$337K -$10.6K -50 -3%
WLIM
1805
White Lighthouse Investment Management
Massachusetts
$337K +$12.9K +61 +4%
RCA
1806
Roberts Capital Advisors
Colorado
$337K +$316K +1,496 New
CWM
1807
C2C Wealth Management
Arizona
$337K +$317K +1,500 New
ONST
1808
Old North State Trust
North Carolina
$336K +$10.3K +49 +3%
CFA
1809
CWS Financial Advisors
Michigan
$335K +$314K +1,487 New
MLL
1810
Moody Lynn & Lieberson
Massachusetts
$334K
HFS
1811
Howard Financial Services
Texas
$333K +$1.05K +5 +0.3%
STC
1812
Sarah T. Connolly
$333K +$1.05K +5 +0.3%
FCM
1813
Fortis Capital Management
Washington
$332K
LWA
1814
Lineweaver Wealth Advisors
Ohio
$331K -$31.4K -149 -9%
XT
1815
XTX Topco
Cayman Islands
$331K -$17.1K -81 -5%
NFG
1816
Nadler Financial Group
Illinois
$331K +$1.27K +6 +0.4%
KWM
1817
Keebeck Wealth Management
Illinois
$328K +$18.2K +86 +6%
QC
1818
Quent Capital
New York
$328K +$307K +1,455 New
SWP
1819
Strategic Wealth Partners
Ohio
$326K -$156K -741 -34%
CA
1820
Calton & Associates
Florida
$326K -$56.1K -266 -16%
APF
1821
Alaska Permanent Fund
Alaska
$326K +$303K +1,436 New
BFAG
1822
Blackston Financial Advisory Group
Florida
$326K +$306K +1,448 New
WH
1823
Willner & Heller
California
$326K +$324K +1,534 New
CAAS
1824
Capital Asset Advisory Services
Michigan
$323K +$16K +76 +6%
TCB
1825
Texas Capital Bancshares
Texas
$322K -$491K -2,327 -62%