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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
551
Polymer Capital Management
New York
$699K +$674K +58,452 New
AB
552
ANB Bank
Colorado
$694K -$17.5K -1,515 -3%
AFP
553
Ausdal Financial Partners
Iowa
$691K +$100K +8,721 +18%
NEWAS
554
N.E.W. Advisory Services
Wisconsin
$691K +$32.6K +2,829 +5%
Assenagon Asset Management
555
Assenagon Asset Management
Luxembourg
$688K +$55.1K +4,782 +9%
CIEC
556
Crédit Industriel et Commercial
France
$687K -$1.77M -153,837 -73%
Koshinski Asset Management
557
Koshinski Asset Management
Illinois
$684K -$2.35K -204 -0.4%
FIC
558
FCG Investment Company
Tennessee
$684K +$68.9K +5,980 +12%
CWS
559
Cypress Wealth Services
California
$677K -$8.3K -720 -1%
FRA
560
Frank Rimerman Advisors
California
$676K +$651K +56,498 New
IBOK
561
Independence Bank of Kentucky
Kentucky
$676K -$101K -8,730 -13%
SWP
562
Sagespring Wealth Partners
Tennessee
$675K +$38.2K +3,312 +6%
GAM
563
Generali Asset Management
Italy
$673K -$1.99M -172,892 -75%
RBI
564
Raiffeisen Bank International
Austria
$670K +$636K +55,187 +25,200%
SIA
565
Strategic Investment Advisors
Michigan
$668K +$230 +20 +0%
CH
566
Canton Hathaway
Rhode Island
$666K -$277 -24 -0%
TE
567
Tema ETFs
New York
$662K +$638K +55,387 New
BCG
568
Breakwater Capital Group
New Jersey
$662K +$638K +55,374 New
CFFP
569
Center for Financial Planning
Michigan
$662K +$5.92K +514 +0.9%
CA
570
Calton & Associates
Florida
$658K -$2.67K -232 -0.4%
ACM
571
Advance Capital Management
Michigan
$655K -$18.8K -1,633 -3%
SOS
572
Silver Oak Securities
Tennessee
$655K +$127K +10,988 +25%
BWS
573
Buck Wealth Strategies
Colorado
$653K +$418K +36,275 +198%
CAM
574
Cresset Asset Management
Illinois
$652K +$3.51K +305 +0.6%
Financial Engines Advisors
575
Financial Engines Advisors
California
$639K +$92.1K +7,992 +18%