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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1526
Perbak Capital Partners
United Kingdom
$313K +$324K +1,450 New
ABC
1527
Associated Banc-Corp
Wisconsin
$313K -$5.58K -25 -2%
IIA
1528
ICW Investment Advisors
Arizona
$309K +$318K +1,425 New
MWM
1529
MGB Wealth Management
Texas
$308K
AA
1530
Auxano Advisors
Washington
$308K
FPW
1531
Flywheel Private Wealth
California
$308K
ISWM
1532
Independent Solutions Wealth Management
New York
$308K
SP
1533
Symmetry Partners
Connecticut
$306K +$100K +450 +46%
BF
1534
Brucke Financial
Indiana
$305K
WAM
1535
WNY Asset Management
New York
$303K
WWC
1536
Waypoint Wealth Counsel
Georgia
$302K +$22.3K +100 +8%
UAML
1537
US Asset Management LLC
Pennsylvania
$302K -$5.58K -25 -2%
AFGAS
1538
Allegiance Financial Group Advisory Services
Virginia
$302K
NB
1539
NBT Bank
New York
$302K
PW
1540
Pandora Wealth
Illinois
$302K
FSC
1541
Full Sail Capital
Oklahoma
$302K +$16.7K +75 +6%
QFW
1542
QTR Family Wealth
Florida
$302K +$112K +500 +56%
HFS
1543
Hopwood Financial Services
Virginia
$297K
MMPW
1544
Mitchell McLeod Pugh & Williams
Alabama
$297K
BFS
1545
Bard Financial Services
Connecticut
$297K
CA
1546
CGN Advisors
Kansas
$297K
KCPG
1547
Kavar Capital Partners Group
Kansas
$297K
RPWA
1548
Regent Peak Wealth Advisors
Georgia
$297K +$307K +1,375 New
S
1549
SimplyRich
California
$296K
MAM
1550
McLean Asset Management
Virginia
$293K