Name Holding Trade Value Shares
Change
Change in
Stake
WB
826
WesBanco Bank
West Virginia
$681K -$124K -364 -15%
AC
827
AlphaCore Capital
California
$675K +$84.9K +249 +14%
PWMAG
828
Pinnacle Wealth Management Advisory Group
New Jersey
$672K +$6.48K +19 +1%
SCM
829
Stevens Capital Management
Pennsylvania
$671K +$677K +1,986 New
LA
830
LVW Advisors
New York
$667K -$284K -834 -30%
WANY
831
Wealthspire Advisors (New York)
New York
$667K +$518K +1,519 +334%
KA
832
KLCM Advisors
Wisconsin
$664K -$102K -300 -13%
AWA
833
Aaron Wealth Advisors
Illinois
$660K +$396K +1,163 +147%
ERSOT
834
Employees Retirement System of Texas
Texas
$659K – – –
FMC
835
First Merchants Corp
Indiana
$659K – – –
TAM
836
Trust Asset Management
Texas
$658K -$16K -47 -2%
PA
837
PFW Advisors
Georgia
$654K +$660K +1,935 New
VI
838
Versor Investments
New York
$650K -$399K -1,170 -38%
PWA
839
Phoenix Wealth Advisors
North Carolina
$648K -$7.5K -22 -1%
SAM
840
Sagewood Asset Management
New York
$647K +$653K +1,917 New
WAM
841
Weiss Asset Management
Massachusetts
$646K +$652K +1,914 New
SCTC
842
Sanibel Captiva Trust Company
Florida
$646K – – –
DW30
843
Drucker Wealth 3.0
New Jersey
$642K -$76.7K -225 -11%
AC
844
Avestar Capital
New York
$641K -$17K -50 -3%
MWA
845
Marathon Wealth Advisors
Massachusetts
$640K +$646K +1,896 New
WMA
846
Wealth Management Associates
New Jersey
$638K – – –
EW
847
Evoke Wealth
California
$637K -$106K -311 -14%
KWM
848
Kingsview Wealth Management
Oregon
$634K -$36.5K -107 -5%
PPW
849
Parcion Private Wealth
Washington
$634K +$1.36K +4 +0.2%
FPWM
850
FSB Premier Wealth Management
Iowa
$629K -$45K -132 -7%