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Name Holding Trade Value Shares
Change
Change in
Stake
CC
601
Citrine Capital
California
$991K -$9.97K -30 -1%
PFPG
602
Pinnacle Financial Partners (Georgia)
Georgia
$990K -$75.4K -227 -7%
IP
603
Intellectus Partners
California
$989K +$47.9K +144 +5%
HC
604
Henshaw Capital
Massachusetts
$987K
PHS
605
Pekin Hardy Strauss
Illinois
$978K -$195K -586 -16%
AMCA
606
Arthur M. Cohen & Associates
Illinois
$970K
PWM
607
Perigon Wealth Management
California
$968K +$20.9K +63 +2%
RC
608
RBF Capital
California
$968K
AF
609
Ally Financial
Michigan
$968K +$997K +3,000 New
OFG
610
Oxford Financial Group
Indiana
$959K -$7.31K -22 -0.7%
PL
611
Perpetual Ltd
Australia
$955K +$492K +1,480 +100%
GM
612
GeoWealth Management
Illinois
$942K +$970K +2,918 New
PA
613
PFW Advisors
Georgia
$929K
AIA
614
Armor Investment Advisors
North Carolina
$919K +$1.99K +6 +0.2%
MG
615
Mather Group
Illinois
$905K -$39.9K -120 -4%
AIP
616
Ameritas Investment Partners
Nebraska
$902K +$665 +2 +0.1%
KPWS
617
Kestra Private Wealth Services
Texas
$898K +$514K +1,548 +126%
RWM
618
Ritholtz Wealth Management
New York
$888K +$272K +819 +42%
JIC
619
Joel Isaacson & Co
New York
$882K
AFG
620
Atomi Financial Group
New York
$882K +$70.5K +212 +8%
BHPW
621
Beverly Hills Private Wealth
California
$880K +$107K +321 +13%
CWM
622
Circle Wealth Management
New Jersey
$876K -$370K -1,113 -29%
MA
623
Mutual Advisors
Nebraska
$871K -$8.31K -25 -0.9%
SAM
624
Sompo Asset Management
Japan
$868K -$6.65K -20 -0.7%
KWM
625
Kingsview Wealth Management
Oregon
$862K -$34.6K -104 -4%