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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1076
Regal Investment Advisors
Michigan
$302K -$87.1K -294 -24%
PWLP
1077
Prio Wealth Limited Partnership
Massachusetts
$302K
WTC
1078
WhitTier Trust Company
Nevada
$302K +$12.7K +43 +5%
LPT
1079
Legacy Private Trust
Wisconsin
$301K -$1.48K -5 -0.5%
APP
1080
Avantax Planning Partners
Iowa
$299K -$304K -1,025 -53%
CA
1081
Cortland Associates
Missouri
$298K +$1.48K +5 +0.5%
ET
1082
Equitable Trust
Tennessee
$298K +$9.48K +32 +4%
SWM
1083
SeaCrest Wealth Management
New York
$297K -$1.78K -6 -0.6%
SFG
1084
Sovereign Financial Group
Connecticut
$296K
CW
1085
CreativeOne Wealth
Kansas
$295K +$270K +912 New
HCM
1086
Howland Capital Management
Massachusetts
$295K -$13.3K -45 -5%
MFC
1087
Morris Financial Concepts
South Carolina
$294K +$269K +907 New
FBFS
1088
First Business Financial Services
Wisconsin
$293K
PIM
1089
Provident Investment Management
Michigan
$292K
PCA
1090
Pallas Capital Advisors
Massachusetts
$292K +$260K +878 New
OAM
1091
Oak Asset Management
California
$292K
OIA
1092
Optimum Investment Advisors
Illinois
$291K
TW
1093
TritonPoint Wealth
Maryland
$290K +$10.7K +36 +4%
FFA
1094
Fortune Financial Advisors
Kansas
$290K
SF
1095
Summit Financial
New Jersey
$290K -$14.8K -50 -5%
PCM
1096
Penserra Capital Management
California
$288K -$1.19K -4 -0.4%
PI
1097
PineBridge Investments
New York
$287K -$418K -1,411 -61%
JC
1098
JB Capital
Connecticut
$287K +$20.7K +70 +9%
KFA
1099
Krane Funds Advisors
New York
$286K +$5.04K +17 +2%
WI
1100
Wintrust Investments
Illinois
$285K -$2.18M -7,360 -89%