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Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
476
Silvia McColl Wealth Management
California
$493K -$12K -400 -2%
CFO
477
Callan Family Office
Pennsylvania
$490K +$498K +16,566 New
MCM
478
Mill Capital Management
North Carolina
$488K
VWM
479
Venturi Wealth Management
Texas
$485K -$27.3K -908 -5%
PFS
480
Prospect Financial Services
New York
$478K -$252K -8,383 -34%
SB
481
Simmons Bank
Arkansas
$477K -$6.01K -200 -1%
AFG
482
Atomi Financial Group
New York
$476K +$15.1K +502 +3%
IAN
483
Integrated Advisors Network
Texas
$475K +$482K +16,053 New
BC
484
Bridgefront Capital
Texas
$474K -$243K -8,102 -34%
HPC
485
HM Payson & Co
Maine
$473K -$3K -100 -0.6%
PWPS
486
Pinnacle Wealth Planning Services
Ohio
$473K -$125K -4,144 -21%
MA
487
MONECO Advisors
Connecticut
$472K +$4.78K +159 +1%
AIC
488
Archer Investment Corporation
Indiana
$472K +$300 +10 +0.1%
BFIM
489
Beese Fulmer Investment Management
Ohio
$471K -$30K -1,000 -6%
KWA
490
Kingswood Wealth Advisors
California
$471K +$137K +4,551 +40%
GCM
491
Gallacher Capital Management
Colorado
$470K +$14.1K +468 +3%
IC
492
Iconiq Capital
California
$466K +$473K +15,757 New
NAS
493
Nicolet Advisory Services
Wisconsin
$464K -$29.6K -985 -6%
BFS
494
Burrus Financial Services
Utah
$463K +$7.57K +252 +2%
AIP
495
ARS Investment Partners
New York
$459K -$45.8K -1,525 -9%
OPWM
496
Oxinas Partners Wealth Management
Indiana
$459K -$31.7K -1,056 -6%
T. Rowe Price Associates
497
T. Rowe Price Associates
Maryland
$457K -$101M -3,377,262 -100%
FB
498
Finward Bancorp
Indiana
$457K +$464K +15,449 New
WIM
499
Wittenberg Investment Management
Massachusetts
$452K -$189K -6,300 -29%
SEIA
500
Signature Estate & Investment Advisors
California
$451K +$3.27K +109 +0.7%