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Name Holding Trade Value Shares
Change
Change in
Stake
GBT
351
Grove Bank & Trust
Florida
$779K +$18K +166 +2%
DWM
352
Diversify Wealth Management
Utah
$778K +$96.9K +893 +15%
PWMAG
353
Pinnacle Wealth Management Advisory Group
New Jersey
$771K -$31.2K -288 -4%
AC
354
Addison Capital
Pennsylvania
$766K +$3.04K +28 +0.4%
CF
355
Centaurus Financial
California
$762K +$6.29K +58 +0.8%
BSA
356
Bull Street Advisors
Georgia
$748K -$43.4K -400 -5%
AIM
357
Aigen Investment Management
New York
$748K -$1.3M -11,944 -62%
HA
358
Hamel Associates
New Jersey
$746K -$114K -1,050 -12%
CWA
359
Crux Wealth Advisors
California
$724K +$206K +1,896 +36%
NB
360
Northwest Bancshares
Pennsylvania
$708K -$2.61M -24,102 -77%
Vontobel Holding
361
Vontobel Holding
Switzerland
$706K
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$702K +$755K +6,961 New
SCA
363
Snowden Capital Advisors
New York
$692K -$108K -991 -13%
YCM
364
Yousif Capital Management
Michigan
$687K +$57.5K +530 +8%
MPPW
365
Mitchell & Pahl Private Wealth
Oklahoma
$683K +$35.5K +327 +5%
BTI
366
Blue Trust Inc
Georgia
$683K +$196K +1,810 +36%
KCM
367
Knoll Capital Management
Florida
$681K
WA
368
Wealth Alliance
New York
$663K +$242K +2,231 +51%
WSFS
369
Wilmington Savings Fund Society
Delaware
$662K -$117K -1,076 -14%
AAM
370
Advisors Asset Management
Colorado
$660K -$127K -1,173 -15%
WAM
371
Weatherly Asset Management
California
$657K -$5.42K -50 -0.8%
FHA
372
First Horizon Advisors
Tennessee
$637K -$122K -1,120 -15%
DS
373
DRW Securities
Illinois
$628K +$296K +2,725 +78%
MSA
374
Marino Stram & Associates
Massachusetts
$624K +$671K +6,187 New
JG
375
Jain Global
New York
$618K +$665K +6,130 New