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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1051
Avior Wealth Management
Nebraska
$76K -$8.5K -51 -10%
LF
1052
Lee Financial
Texas
$74K +$20.5K +123 +41%
IFS
1053
Intelligent Financial Strategies
Minnesota
$74K +$71K +426 New
RE
1054
RBC Europe
United Kingdom
$72K -$25K -150 -27%
SWM
1055
Selective Wealth Management
Virginia
$70K – – –
ACM
1056
Aquatic Capital Management
Illinois
$70K +$66.7K +400 New
PFBT
1057
Parkside Financial Bank & Trust
Missouri
$67K -$4.17K -25 -6%
FFC
1058
First Financial Corp
Indiana
$65K – – –
Lazard Asset Management
1059
Lazard Asset Management
New York
$64K +$21.8K +131 +55%
HWA
1060
Heritage Wealth Advisors
Virginia
$63K – – –
APC
1061
Aspire Private Capital
North Carolina
$62K – – –
PB
1062
Pinnacle Bancorp
Nebraska
$61K -$3.33K -20 -5%
CTB
1063
Country Trust Bank
Illinois
$61K – – –
PA
1064
PSI Advisors
Florida
$60K +$667 +4 +1%
LFA
1065
Level Financial Advisors
New York
$60K +$57K +342 New
RDIA
1066
RE Dickinson Investment Advisors
Iowa
$60K +$57.7K +346 New
SWA
1067
SOA Wealth Advisors
New York
$57K -$28.3K -170 -34%
CM
1068
Cornerstone Management
Georgia
$56.5K +$54K +324 New
JGIA
1069
Jackson Grant Investment Advisers
Connecticut
$55K +$500 +3 +1%
TC
1070
Trust Company
Kansas
$52K – – –
WFS
1071
Widmann Financial Services
Maryland
$52K +$50K +300 New
TF
1072
Tompkins Financial
New York
$49K – – –
Acadian Asset Management
1073
Acadian Asset Management
Massachusetts
$48K -$26.5M -158,788 -100%
PCG
1074
Private Capital Group
Connecticut
$48K -$6.33K -38 -12%
ACM
1075
Antonetti Capital Management
Florida
$48K – – –