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Name Holding Trade Value Shares
Change
Change in
Stake
PA
851
Prossimo Advisors
California
$543K -$16.5K -86 -3%
NWMG
852
National Wealth Management Group
Ohio
$541K -$383 -2 -0.1%
MO
853
McMillan Office
Michigan
$541K
IA
854
Integrity Alliance
Iowa
$541K -$34.9K -182 -5%
KWA
855
Kellett Wealth Advisors
Ohio
$537K +$3.07K +16 +0.5%
VIS
856
Vega Investment Solutions
France
$537K +$583K +3,039 +2,268%
IMC
857
Investment Management Corporation
Virginia
$536K +$13K +68 +2%
PC
858
PCB Capital
New Jersey
$531K +$7.48K +39 +1%
XWL
859
XXI Wealth LLC
Illinois
$531K -$16.9K -88 -3%
AWM
860
Aberdeen Wealth Management
Illinois
$529K
BTW
861
Boston Trust Walden
Massachusetts
$527K -$57.5K -300 -9%
LCGC
862
Legacy Capital Group California
California
$527K -$133K -695 -18%
AWM
863
Accurate Wealth Management
Florida
$522K -$23.2K -121 -4%
ZBNA
864
Zions Bancorporation, National Association
Utah
$518K -$727K -3,792 -55%
GIA
865
Gladstone Institutional Advisory
Florida
$511K +$121K +633 +27%
MA
866
MONECO Advisors
Connecticut
$510K +$575 +3 +0.1%
HWM
867
Howard Wealth Management
Connecticut
$509K +$577K +3,012 New
AIA
868
AssuredPartners Investment Advisors
Florida
$509K -$261K -1,360 -31%
APA
869
Astoria Portfolio Advisors
New York
$508K +$15.9K +83 +3%
PCM
870
Parsons Capital Management
Rhode Island
$508K -$10.4K -54 -2%
PFG
871
PAX Financial Group
Texas
$506K +$40.8K +213 +8%
BNA
872
BankChampaign National Association
Illinois
$506K -$89K -464 -13%
SC
873
Sapient Capital
Indiana
$505K -$2.88K -15 -0.5%
CM
874
Castleark Management
Illinois
$501K
HPC
875
HM Payson & Co
Maine
$500K