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Name Holding Trade Value Shares
Change
Change in
Stake
CC
851
Chicago Capital
Illinois
$543K -$38.3K -200 -6%
PA
852
Prossimo Advisors
California
$543K -$16.5K -86 -3%
NWMG
853
National Wealth Management Group
Ohio
$541K -$383 -2 -0.1%
MO
854
McMillan Office
Michigan
$541K – – –
IA
855
Integrity Alliance
Iowa
$541K -$34.9K -182 -5%
KWA
856
Kellett Wealth Advisors
Ohio
$537K +$3.07K +16 +0.5%
VIS
857
Vega Investment Solutions
France
$537K +$583K +3,039 +2,268%
IMC
858
Investment Management Corporation
Virginia
$536K +$13K +68 +2%
PC
859
PCB Capital
New Jersey
$531K +$7.48K +39 +1%
XWL
860
XXI Wealth LLC
Illinois
$531K -$16.9K -88 -3%
AWM
861
Aberdeen Wealth Management
Illinois
$529K – – –
KCIA
862
Kingsbury Capital Investment Advisors
Illinois
$528K +$598K +3,119 New
BTW
863
Boston Trust Walden
Massachusetts
$527K -$57.5K -300 -9%
LCGC
864
Legacy Capital Group California
California
$527K -$133K -695 -18%
AWM
865
Accurate Wealth Management
Florida
$522K -$23.2K -121 -4%
ZBNA
866
Zions Bancorporation, National Association
Utah
$518K -$727K -3,792 -55%
BWM
867
Bullock Wealth Management
Indiana
$515K -$2.68K -14 -0.5%
GIA
868
Gladstone Institutional Advisory
Florida
$511K +$121K +633 +27%
MA
869
MONECO Advisors
Connecticut
$510K +$575 +3 +0.1%
HWM
870
Howard Wealth Management
Connecticut
$509K +$577K +3,012 New
AIA
871
AssuredPartners Investment Advisors
Florida
$509K -$261K -1,360 -31%
APA
872
Astoria Portfolio Advisors
New York
$508K +$15.9K +83 +3%
PCM
873
Parsons Capital Management
Rhode Island
$508K -$10.4K -54 -2%
PFG
874
PAX Financial Group
Texas
$506K +$40.8K +213 +8%
BNA
875
BankChampaign National Association
Illinois
$506K -$89K -464 -13%