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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
676
Legacy Private Trust
Wisconsin
$594K -$8.64K -168 -2%
SAW
677
Signal Advisors Wealth
Michigan
$586K +$520K +10,115 New
NHC
678
Nicholas Hoffman & Company
Georgia
$584K -$51.4K -1,000 -9%
LSAG
679
Lake Street Advisors Group
New Hampshire
$575K -$2.37K -46 -0.5%
RIA
680
Regal Investment Advisors
Michigan
$568K -$4.63K -90 -0.9%
PWPS
681
Pinnacle Wealth Planning Services
Ohio
$562K -$27.3K -530 -5%
AM
682
Atwater Malick
Pennsylvania
$559K +$496K +9,646 New
IPAM
683
ICICI Prudential Asset Management
India
$554K +$13K +253 +3%
NB
684
Nicolet Bankshares
Wisconsin
$553K
DWM
685
Dogwood Wealth Management
Kansas
$551K +$42.8K +832 +10%
DBRC
686
D.B. Root & Company
Pennsylvania
$550K -$4.68K -91 -0.9%
LA
687
Legacy Advisors
Pennsylvania
$550K +$34.8K +677 +8%
ACL
688
Applied Capital LLC
Florida
$549K +$487K +9,475 New
YMRC
689
Yorktown Management & Research Company
Virginia
$544K
EFM
690
E Fund Management
China
$542K -$6.68K -130 -1%
FHA
691
First Horizon Advisors
Tennessee
$541K +$129K +2,512 +37%
CWA
692
CM Wealth Advisors
Ohio
$541K +$497K +9,671 New
AAM
693
Advisors Asset Management
Colorado
$539K +$248K +4,831 +108%
WA
694
Wambolt & Associates
Colorado
$538K
Lido Advisors
695
Lido Advisors
California
$537K -$253K -4,927 -35%
FCBT
696
First Citizens Bank & Trust
North Carolina
$535K +$77.9K +1,515 +20%
BJL
697
Brighton Jones LLC
Washington
$535K +$10.5K +204 +2%
VWM
698
VCI Wealth Management
Missouri
$534K +$474K +9,224 New
UAG
699
United Advisor Group
Ohio
$533K +$473K +9,196 New
SWM
700
Solano Wealth Management
California
$530K