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Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
626
Fifth Third Wealth Advisors
Ohio
$562K +$32.7K +150 +6%
ATPW
627
Ashton Thomas Private Wealth
Arizona
$562K -$1.74K -8 -0.3%
CA
628
Clearstead Advisors
Ohio
$553K -$207K -948 -28%
AAS
629
Annex Advisory Services
Wisconsin
$552K -$5.23K -24 -1%
FRA
630
Frank Rimerman Advisors
California
$551K +$3.49K +16 +0.7%
MWPCG
631
Measured Wealth Private Client Group
New Hampshire
$548K – – –
MSFS
632
Main Street Financial Solutions
Pennsylvania
$544K -$10.9K -50 -2%
BP
633
Ballentine Partners
Massachusetts
$542K +$51.2K +235 +11%
KWM
634
Kingsview Wealth Management
Oregon
$541K +$24.8K +114 +5%
TTWM
635
TCV Trust & Wealth Management
Virginia
$537K – – –
VI
636
Vestcor Inc
New Brunswick, Canada
$536K -$126K -580 -20%
TCA
637
Trifecta Capital Advisors
Illinois
$533K +$436 +2 +0.1%
SFG
638
SNS Financial Group
Minnesota
$532K +$517K +2,374 New
WC
639
Waterloo Capital
Texas
$531K -$44.9K -206 -8%
VAG
640
VisionPoint Advisory Group
Texas
$531K +$516K +2,368 New
CIC
641
Chilton Investment Company
Connecticut
$531K -$654 -3 -0.1%
TBA
642
Tower Bridge Advisors
Pennsylvania
$523K -$7.19K -33 -1%
WP
643
WealthPLAN Partners
Nebraska
$523K -$1.17M -5,386 -70%
HBT
644
Heartland Bank & Trust
Illinois
$522K -$6.75K -31 -1%
CSB
645
City State Bank
Iowa
$520K – – –
Twin Tree Management
646
Twin Tree Management
Texas
$519K +$504K +2,312 New
EW
647
Elyxium Wealth
California
$511K +$24K +110 +5%
MC
648
Matisse Capital
Oregon
$511K -$2.18K -10 -0.4%
TG
649
TCW Group
California
$508K -$1.31K -6 -0.3%
CI
650
CX Institutional
Indiana
$507K -$282K -1,292 -36%