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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
626
Annex Advisory Services
Wisconsin
$552K -$5.23K -24 -1%
FRA
627
Frank Rimerman Advisors
California
$551K +$3.49K +16 +0.7%
MWPCG
628
Measured Wealth Private Client Group
New Hampshire
$548K
MSFS
629
Main Street Financial Solutions
Pennsylvania
$544K -$10.9K -50 -2%
BP
630
Ballentine Partners
Massachusetts
$542K +$51.2K +235 +11%
KWM
631
Kingsview Wealth Management
Oregon
$541K +$24.8K +114 +5%
TTWM
632
TCV Trust & Wealth Management
Virginia
$537K
VI
633
Vestcor Inc
New Brunswick, Canada
$536K -$126K -580 -20%
TCA
634
Trifecta Capital Advisors
Illinois
$533K +$436 +2 +0.1%
SFG
635
SNS Financial Group
Minnesota
$532K +$517K +2,374 New
WC
636
Waterloo Capital
Texas
$531K -$44.9K -206 -8%
VAG
637
VisionPoint Advisory Group
Texas
$531K +$516K +2,368 New
CIC
638
Chilton Investment Company
Connecticut
$531K -$654 -3 -0.1%
TBA
639
Tower Bridge Advisors
Pennsylvania
$523K -$7.19K -33 -1%
WP
640
WealthPLAN Partners
Nebraska
$523K -$1.17M -5,386 -70%
HBT
641
Heartland Bank & Trust
Illinois
$522K -$6.75K -31 -1%
CSB
642
City State Bank
Iowa
$520K
Twin Tree Management
643
Twin Tree Management
Texas
$519K +$504K +2,312 New
EW
644
Elyxium Wealth
California
$511K +$24K +110 +5%
MC
645
Matisse Capital
Oregon
$511K -$2.18K -10 -0.4%
TG
646
TCW Group
California
$508K -$1.31K -6 -0.3%
CI
647
CX Institutional
Indiana
$507K -$282K -1,292 -36%
PP
648
Prudential plc
United Kingdom
$504K
BFA
649
Bill Few Associates
Pennsylvania
$501K +$436 +2 +0.1%
SPC
650
Sigma Planning Corp
Michigan
$501K -$6.97K -32 -1%