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Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
1401
Pinnacle Wealth Management Advisory Group
New Jersey
$497K -$95.9K -2,565 -13%
MA
1402
MCF Advisors
Kentucky
$496K +$306K +8,194 +94%
WA
1403
WBH Advisory
Maryland
$495K -$61.1K -1,635 -9%
IAIM
1404
International Assets Investment Management
Florida
$495K +$76.4K +2,043 +14%
PWMG
1405
Prestige Wealth Management Group
New Jersey
$494K +$40.5K +1,083 +7%
TC
1406
Trust Company
Kansas
$494K +$185K +4,936 +41%
BONH
1407
Bank of New Hampshire
New Hampshire
$493K -$13.3K -355 -2%
TPW
1408
Transatlantique Private Wealth
New York
$492K -$276K -7,390 -31%
CC
1409
Chicago Capital
Illinois
$492K +$1.12K +30 +0.2%
MPPLM
1410
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$489K +$38.5K +1,031 +7%
TNBTD
1411
Trustmark National Bank Trust Department
Mississippi
$488K +$43.5K +1,164 +8%
AIA
1412
Avalon Investment & Advisory
Texas
$487K -$803K -21,469 -56%
WTA
1413
Washington Trust Advisors
Massachusetts
$487K -$64K -1,711 -9%
IWA
1414
Icon Wealth Advisors
Texas
$485K +$618K +16,532 New
GA
1415
GraniteShares Advisors
New York
$484K -$64.4K -1,722 -9%
BCFD
1416
Boit C.F. David
$484K +$617K +16,500 New
MIM
1417
Montgomery Investment Management
Maryland
$482K
SB
1418
Simmons Bank
Arkansas
$482K +$24.4K +652 +4%
SSG
1419
Summit Securities Group
New York
$482K +$615K +16,446 New
EB
1420
Eastern Bank
Massachusetts
$477K -$90.3K -2,415 -13%
OWA
1421
Outlook Wealth Advisors
Texas
$477K +$823 +22 +0.1%
NB
1422
Northwest Bancshares
Pennsylvania
$475K -$19.3K -516 -3%
APC
1423
Aspire Private Capital
North Carolina
$475K +$11.4K +306 +2%
CA
1424
CoreCap Advisors
Michigan
$475K +$19.8K +529 +3%
RMC
1425
Regis Management Company
California
$474K