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Name Holding Trade Value Shares
Change
Change in
Stake
ABC
876
Associated Banc-Corp
Wisconsin
$341K -$4.42K -118 -1%
LT
877
Legacy Trust
Michigan
$341K -$3.37K -90 -1%
HNWAG
878
High Net Worth Advisory Group
Florida
$341K
BIG
879
Brooklyn Investment Group
New York
$339K +$121K +3,224 +58%
UW
880
Unique Wealth
Florida
$338K +$327K +8,720 New
EWM
881
Evermay Wealth Management
Virginia
$337K
WPW
882
Waldron Private Wealth
Pennsylvania
$335K +$32.6K +870 +11%
GFA
883
Gallagher Fiduciary Advisors
Illinois
$335K +$324K +8,638 New
WBC
884
Westpac Banking Corp
Australia
$333K -$44.8K -1,194 -12%
GWM
885
GSB Wealth Management
Connecticut
$333K -$22K -588 -6%
AR
886
Apeiron RIA
Texas
$330K -$15.4K -412 -5%
MPM
887
MBB Public Markets
Illinois
$329K +$318K +8,472 New
IAP
888
Indie Asset Partners
Indiana
$326K +$900 +24 +0.3%
JF
889
Joule Financial
Kentucky
$325K +$225 +6 +0.1%
PPWP
890
Premier Path Wealth Partners
New Jersey
$324K +$30.7K +818 +11%
B
891
Bailard
California
$323K +$375 +10 +0.1%
RBWA
892
RFG - Bristol Wealth Advisors
Massachusetts
$318K
TIA
893
Traphagen Investment Advisors
New Jersey
$318K
II
894
Inspire Investing
Idaho
$317K -$897K -23,928 -75%
WA
895
WBH Advisory
Maryland
$317K
SMA
896
Sage Mountain Advisors
Georgia
$314K +$20.4K +544 +7%
SLA
897
Silver Lake Advisory
Utah
$314K
NAS
898
Nicolet Advisory Services
Wisconsin
$314K +$7.05K +188 +2%
DCM
899
DGS Capital Management
New Jersey
$313K -$37.5K -1,000 -11%
CI
900
Conning Inc
Connecticut
$313K