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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
576
Ruedi Wealth Management
Illinois
$62K – – –
TFA
577
Toth Financial Advisory
Virginia
$62K – – –
IAS
578
IMA Advisory Services
Colorado
$62K +$58.2K +1,000 New
PA
579
PSI Advisors
Florida
$61.9K – – –
MSWM
580
Mowery & Schoenfeld Wealth Management
Illinois
$60.5K – – –
SWM
581
Spire Wealth Management
Virginia
$60.3K -$2.68K -46 -5%
RL
582
Rogco LP
Oklahoma
$59.7K – – –
CSC
583
Caldwell Sutter Capital
California
$59.3K – – –
CA
584
Crewe Advisors
Utah
$55.8K – – –
ADL
585
Asset Dedication LLC
California
$54.9K – – –
BIC
586
Beach Investment Counsel
Pennsylvania
$54K – – –
WTC
587
WhitTier Trust Company
Nevada
$53.3K – – –
SA
588
SRH Advisors
Kansas
$52.2K – – –
SIM
589
Sentry Investment Management
Wisconsin
$51K +$48.2K +829 New
CSB
590
City State Bank
Iowa
$50.1K – – –
CHC
591
City Holding Co
West Virginia
$50.1K – – –
RTC
592
Riverview Trust Company
Washington
$49.9K – – –
NFA
593
Northwest Financial Advisors
Virginia
$49.6K +$46.5K +800 New
WT
594
Whittier Trust
California
$48.4K – – –
CB
595
Centennial Bank
Arkansas
$48.2K – – –
PS
596
Principal Securities
Iowa
$48.1K -$11.7K -201 -21%
LC
597
Lindbrook Capital
California
$48K -$10.4K -178 -19%
PFBT
598
Parkside Financial Bank & Trust
Missouri
$46.1K +$3.08K +53 +8%
TPCW
599
TD Private Client Wealth
New York
$45.9K +$175 +3 +0.4%
PB
600
Pinnacle Bancorp
Nebraska
$45.9K – – –