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Name Holding Trade Value Shares
Change
Change in
Stake
NG
1401
Northstar Group
New York
$322K -$51.6K -1,414 -13%
SFA
1402
Semmax Financial Advisors
North Carolina
$321K +$344K +9,425 New
TCPWM
1403
Traverso Chambers Private Wealth Management
California
$320K +$343K +9,396 New
TSS
1404
Two Sigma Securities
New York
$316K -$5.76M -157,840 -94%
GLA
1405
Good Life Advisors
Pennsylvania
$316K +$52.9K +1,450 +19%
FPCG
1406
Fort Pitt Capital Group
Pennsylvania
$315K +$338K +9,255 New
TTWM
1407
TCV Trust & Wealth Management
Virginia
$314K -$20.2K -552 -6%
BOCM
1408
Bontempo Ohly Capital Management
Maryland
$312K +$56.7K +1,554 +20%
CT
1409
Clearstead Trust
Maine
$311K -$23.2K -635 -6%
NAM
1410
NTV Asset Management
West Virginia
$309K -$55.9K -1,532 -14%
FBFS
1411
First Business Financial Services
Wisconsin
$308K +$330K +9,050 New
SAM
1412
Security Asset Management
New York
$307K
PWMG
1413
Prestige Wealth Management Group
New Jersey
$306K +$328K +8,980 New
GFS
1414
GYL Financial Synergies
Connecticut
$304K +$326K +8,918 New
IP
1415
Intellectus Partners
California
$303K -$236K -6,472 -42%
CWS
1416
Cypress Wealth Services
California
$301K +$59.6K +1,632 +23%
HR
1417
Hayden Royal
North Carolina
$301K +$323K +8,845 New
SWRP
1418
Summit Wealth & Retirement Planning
California
$301K +$323K +8,850 New
BWM
1419
BigSur Wealth Management
Florida
$300K +$26.4K +723 +9%
EMG
1420
Ellington Management Group
Connecticut
$300K +$321K +8,800 New
CWA
1421
Cypress Wealth Advisors
California
$297K +$2.56K +70 +0.8%
BPB
1422
Badgley, Phelps & Bell
Washington
$297K +$7.34K +201 +2%
BW
1423
Bison Wealth
Georgia
$297K +$318K +8,716 New
GEA
1424
Glen Eagle Advisors
New Jersey
$296K +$3.69K +101 +1%
I
1425
IberiaBank
Louisiana
$296K -$163K -4,466 -34%