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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1076
Parkside Financial Bank & Trust
Missouri
$329K +$6.41K +30 +2%
ABLA
1077
Alan B. Lancz & Associates
Ohio
$328K – – –
SCI
1078
S&CO Inc
Massachusetts
$328K – – –
CCC
1079
Compass Capital Corp
Massachusetts
$325K -$6.41K -30 -2%
MSWM
1080
McGlone Suttner Wealth Management
Wisconsin
$325K +$214 +1 +0.1%
WI
1081
WBI Investments
New Jersey
$324K -$19.9K -93 -6%
SAM
1082
Secure Asset Management
Michigan
$322K +$5.77K +27 +2%
SW
1083
Simplicity Wealth
New Jersey
$321K -$276K -1,292 -45%
ALA
1084
Atlas Legacy Advisors
California
$320K +$13.2K +62 +4%
CS
1085
Cannell & Spears
New York
$319K +$1.28K +6 +0.4%
EW
1086
Evoke Wealth
California
$318K -$187K -874 -36%
TCA
1087
Trifecta Capital Advisors
Illinois
$317K -$3.84K -18 -1%
PWP
1088
Principle Wealth Partners
Connecticut
$315K -$22.2K -104 -6%
CWM
1089
Chesapeake Wealth Management
Virginia
$313K – – –
1SB
1090
1ST Source Bank
Indiana
$312K – – –
WCWM
1091
Willow Creek Wealth Management
California
$311K – – –
DS
1092
DRW Securities
Illinois
$310K +$323K +1,511 New
PWG
1093
Portside Wealth Group
Utah
$309K +$31.2K +146 +11%
RT
1094
Rockland Trust
Massachusetts
$307K -$16.7K -78 -5%
AFP
1095
Alpha Financial Partners
Kentucky
$307K -$22.6K -106 -7%
HKAM
1096
Horizon Kinetics Asset Management
New York
$306K – – –
SA
1097
Sovran Advisors
California
$304K -$1.92K -9 -0.5%
PAS
1098
Point72 Asia (Singapore)
Singapore
$303K +$315K +1,475 New
FFN
1099
Focus Financial Network
Minnesota
$303K -$175K -818 -36%
BCM
1100
Brookmont Capital Management
Texas
$302K +$45.7K +214 +17%