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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
751
Private Trust Company
Ohio
$444K
UCB
752
United Community Bank
South Carolina
$441K +$1.16K +5 +0.3%
PWM
753
Perigon Wealth Management
California
$434K +$91.3K +394 +26%
AR
754
Apeiron RIA
Texas
$432K +$2.32K +10 +0.5%
ST
755
Smithfield Trust
Pennsylvania
$428K
AC
756
AlphaCore Capital
California
$427K +$439K +1,895 New
AssetMark Inc
757
AssetMark Inc
California
$427K -$1.01M -4,378 -70%
TAM
758
Trust Asset Management
Texas
$424K
AA
759
Apriem Advisors
California
$424K
AIP
760
Ameritas Investment Partners
Nebraska
$420K -$11.3K -49 -3%
SFI
761
Siemens Fonds Invest
Germany
$420K +$28K +121 +7%
MGIA
762
Moneta Group Investment Advisors
Missouri
$418K -$24.8K -107 -5%
WPC
763
Wedmont Private Capital
Pennsylvania
$415K +$46.3K +200 +12%
TPA
764
Trivium Point Advisory
Connecticut
$414K +$68.3K +295 +19%
CWM
765
Compass Wealth Management
Connecticut
$410K +$422K +1,822 New
BCM
766
Boltwood Capital Management
California
$410K +$9.5K +41 +2%
OCBCO
767
Oversea-Chinese Banking Corp (OCBC)
Singapore
$410K +$421K +1,818 New
GWP
768
Gen-Wealth Partners
Michigan
$407K +$73.9K +319 +21%
SCA
769
Snowden Capital Advisors
New York
$406K -$44K -190 -10%
FPWM
770
FSB Premier Wealth Management
Iowa
$405K +$130K +562 +45%
FTWA
771
Fifth Third Wealth Advisors
Ohio
$403K +$414K +1,789 New
CF
772
Centaurus Financial
California
$401K +$147K +634 +55%
CI
773
Cigna Investments
Connecticut
$400K +$926 +4 +0.2%
WMA
774
Wealth Management Associates
New Jersey
$399K
SWM
775
Spire Wealth Management
Virginia
$399K -$157K -678 -28%