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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
326
Pinnacle Wealth Planning Services
Ohio
$615K +$214K +3,530 +65%
UCFA
327
United Capital Financial Advisors
Texas
$599K +$164K +2,696 +45%
BAM
328
Belpointe Asset Management
Nevada
$598K +$93.1K +1,533 +21%
BA
329
Ballew Advisors
Mississippi
$578K -$165K -2,717 -25%
SG
330
Stonnington Group
California
$575K +$516K +8,492 New
AAS
331
Avantax Advisory Services
Texas
$574K +$27.9K +459 +6%
ESB
332
Essex Savings Bank
Connecticut
$564K +$135K +2,226 +37%
CAM
333
Cresset Asset Management
Illinois
$561K +$181K +2,984 +58%
SFP
334
Shepherd Financial Partners
Massachusetts
$560K +$495K +8,150 New
TFA
335
Teamwork Financial Advisors
Texas
$559K +$492K +8,106 New
WTC
336
WhitTier Trust Company
Nevada
$550K
B
337
Bellecapital
Switzerland
$546K +$13.8K +227 +3%
NL
338
NVWM LLC
Pennsylvania
$546K +$481K +7,912 New
GWM
339
GSB Wealth Management
Connecticut
$542K +$49.9K +822 +12%
SSG
340
Summit Securities Group
New York
$541K +$477K +7,847 New
Millennium Management
341
Millennium Management
New York
$530K -$23.4M -385,023 -98%
Cetera Investment Advisers
342
Cetera Investment Advisers
Illinois
$526K +$215K +3,536 +86%
NFC
343
Northeast Financial Consultants
Connecticut
$521K +$459K +7,556 New
RJT
344
Raymond James Trust
Florida
$512K +$451K +7,420 New
SWM
345
Spire Wealth Management
Virginia
$505K +$111K +1,821 +33%
CM
346
Castleark Management
Illinois
$501K
SCM
347
Shelton Capital Management
Colorado
$487K
APA
348
American Portfolios Advisors
New York
$486K +$75.8K +1,247 +21%
CWM
349
Cornerstone Wealth Management
Missouri
$486K +$428K +7,052 New
AIP
350
Ahrens Investment Partners
Louisiana
$485K +$381K +6,278 +827%