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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
551
CIBC Private Wealth Group
Georgia
$602K -$166K -16,261 -23%
PS
552
Principal Securities
Iowa
$601K +$18.2K +1,784 +3%
CA
553
Calton & Associates
Florida
$599K -$115K -11,291 -17%
BRWA
554
B. Riley Wealth Advisors
Florida
$599K +$562K +55,193 New
SIG
555
Sargent Investment Group
Maryland
$597K -$76.4K -7,505 -12%
NEWAS
556
N.E.W. Advisory Services
Wisconsin
$596K +$58.9K +5,782 +12%
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
$595K +$17.6K +1,724 +3%
CFFP
558
Center for Financial Planning
Michigan
$595K -$17.2K -1,691 -3%
MEAC
559
M.E. Allison & Co
Texas
$591K +$31.6K +3,101 +6%
GLA
560
Good Life Advisors
Pennsylvania
$591K -$72.8K -7,153 -12%
CFO
561
Callan Family Office
Pennsylvania
$589K +$553K +54,293 New
CAM
562
Cresset Asset Management
Illinois
$589K -$117K -11,523 -18%
BCP
563
Blue Chip Partners
Michigan
$588K +$40.3K +3,954 +8%
PIM
564
Profit Investment Management
Maryland
$587K
PVI
565
Pine Valley Investments
New Jersey
$585K +$988 +97 +0.2%
JSW
566
Journey Strategic Wealth
New Jersey
$584K +$134K +13,153 +32%
KA
567
KLCM Advisors
Wisconsin
$584K +$5.09K +500 +0.9%
DWT
568
Dorsey & Whitney Trust
South Dakota
$581K -$157K -15,382 -22%
ETC
569
Exchange Traded Concepts
Oklahoma
$580K -$54.1K -5,309 -9%
Bessemer Group
570
Bessemer Group
New Jersey
$580K +$67.5K +6,630 +14%
SWP
571
Sagespring Wealth Partners
Tennessee
$577K +$180K +17,666 +50%
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$577K +$160K +15,666 +42%
KCM
573
Kendall Capital Management
Maryland
$575K -$81.1K -7,960 -13%
HIW
574
Holos Integrated Wealth
Pennsylvania
$575K
CP
575
Camelot Portfolios
Ohio
$574K -$12.2K -1,199 -2%