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Name Holding Trade Value Shares
Change
Change in
Stake
PF
551
Phoenix Financial
Israel
$568K +$597K +759 New
FFS
552
Founders Financial Securities
Maryland
$563K +$25.2K +32 +4%
RCM
553
Requisite Capital Management
Texas
$559K +$590K +750 New
KMWM
554
Keudell/Morrison Wealth Management
Oregon
$558K -$2.36K -3 -0.4%
PWM
555
Palumbo Wealth Management
New York
$557K +$587K +747 New
OWM
556
OneAscent Wealth Management
Alabama
$557K +$588K +748 New
FT
557
Fiduciary Trust
Massachusetts
$552K +$119K +151 +26%
PCFFS
558
Pacific Center for Financial Services
California
$548K
CF
559
Centaurus Financial
California
$547K
EFM
560
E Fund Management
China
$547K +$577K +734 New
AMCA
561
Arthur M. Cohen & Associates
Illinois
$544K
PNC
562
Park National Corp
Ohio
$542K -$81K -103 -12%
BG
563
Bollard Group
Massachusetts
$537K
SBIA
564
Sheaff Brock Investment Advisors
Indiana
$537K +$4.72K +6 +0.8%
CWM
565
Chesapeake Wealth Management
Virginia
$529K +$7.07K +9 +1%
PAA
566
Peregrine Asset Advisers
Oregon
$528K +$150K +191 +37%
BU
567
BBVA USA
Alabama
$526K -$11.8K -15 -2%
PP
568
Paloma Partners
Connecticut
$521K -$23.6K -30 -4%
JIC
569
Johnson Investment Counsel
Ohio
$519K +$23.6K +30 +5%
LC
570
Lindbrook Capital
California
$518K +$7.86K +10 +1%
ADL
571
Asset Dedication LLC
California
$517K +$12.6K +16 +2%
CCM
572
Cox Capital Management
Massachusetts
$514K
DWM
573
Defined Wealth Management
Oregon
$514K
9WM
574
9258 Wealth Management
Ohio
$513K -$2.36K -3 -0.4%
SSW
575
Smith Shellnut Wilson
Mississippi
$506K +$39.3K +50 +8%