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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
576
PTM Wealth Management
United States
$625K +$5.49K +125 +0.9%
TWM
577
TriaGen Wealth Management
California
$624K -$8.35K -190 -1%
ACA
578
Aptus Capital Advisors
Alabama
$609K +$32.9K +749 +6%
KA
579
Kintegral Advisory
New York
$608K -$2.63K -60 -0.4%
IRC
580
Investors Research Corp
Georgia
$607K
PWM
581
Partnership Wealth Management
Maryland
$606K
SAM
582
Smartleaf Asset Management
Massachusetts
$606K +$125K +2,849 +26%
Bessemer Group
583
Bessemer Group
New Jersey
$606K +$104K +2,368 +21%
BBA
584
BLB&B Advisors
Pennsylvania
$604K -$38.5K -876 -6%
SC
585
Steph & Co
Wisconsin
$602K -$99.5K -2,266 -14%
LIA
586
LSP Investment Advisors
New York
$597K
BEI
587
Benjamin Edwards Inc
Missouri
$592K +$577K +13,149 New
AC
588
AlphaCore Capital
California
$591K +$479K +10,906 +491%
PA
589
Parallel Advisors
California
$581K +$20K +455 +4%
PI
590
PFG Investments
New York
$581K -$30.3K -689 -5%
AC
591
AXQ Capital
New Jersey
$580K +$566K +12,891 New
SWP
592
Sagespring Wealth Partners
Tennessee
$579K -$18.8K -428 -3%
CNBT
593
Cornerstone National Bank & Trust
Illinois
$579K
NIM
594
Nexus Investment Management
Ontario, Canada
$579K +$63.3K +1,442 +13%
IFG
595
Independent Financial Group
California
$577K -$176 -4 -0%
PT
596
Plimoth Trust
Massachusetts
$577K -$5.27K -120 -0.9%
LOAMS
597
Lombard Odier Asset Management (Switzerland)
Switzerland
$572K -$154K -3,501 -22%
SLI
598
Sumitomo Life Insurance
Japan
$570K -$22.9K -521 -4%
LSA
599
Lansing Street Advisors
Pennsylvania
$567K +$2.85K +65 +0.5%
MCB
600
Morton Community Bank
Illinois
$565K -$2.85M -64,952 -84%