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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1026
Insight Wealth Partners
Texas
$488K
AF
1027
Affiance Financial
Minnesota
$487K +$73.1K +294 +16%
CPW
1028
Cove Private Wealth
New York
$486K
WOC
1029
West Oak Capital
California
$481K
RF
1030
Rossby Financial
Florida
$476K +$505K +2,032 New
FRA
1031
Frank Rimerman Advisors
California
$476K -$955K -3,842 -65%
GXJ
1032
Global X Japan
Japan
$475K +$77.1K +310 +18%
BAM
1033
Blueshift Asset Management
New Jersey
$474K -$65.4K -263 -11%
HWM
1034
HighMark Wealth Management
Minnesota
$472K -$12.7K -51 -2%
PWMG
1035
Pinnacle Wealth Management Group
Michigan
$471K
MHB
1036
Midwest Heritage Bank
Iowa
$471K
CWC
1037
Carolinas Wealth Consulting
North Carolina
$471K +$54.7K +220 +12%
CIA
1038
Cape Investment Advisory
Georgia
$471K -$1.74K -7 -0.3%
DBG
1039
De Burlo Group
Massachusetts
$469K -$6.21K -25 -1%
SACTSONJ
1040
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$469K
TP
1041
Tranquility Partners
Tennessee
$467K -$54.2K -218 -10%
CCB
1042
Country Club Bank
Missouri
$466K -$29.1K -117 -6%
CWM
1043
Connecticut Wealth Management
Connecticut
$465K +$51K +205 +12%
CFSG
1044
Clark Financial Services Group
Missouri
$461K
KFGK
1045
Keystone Financial Group (Kentucky)
Kentucky
$460K -$2.49K -10 -0.5%
CFG
1046
Certior Financial Group
Pennsylvania
$459K +$487K +1,959 New
PFBT
1047
Parkside Financial Bank & Trust
Missouri
$457K +$1.49K +6 +0.3%
SWM
1048
SeaCrest Wealth Management
New York
$456K +$22.9K +92 +5%
CT
1049
Clearstead Trust
Maine
$455K +$480K +1,930 +17,545%
DW30
1050
Drucker Wealth 3.0
New Jersey
$454K -$12.7K -51 -3%