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Name Holding Trade Value Shares
Change
Change in
Stake
NW
1026
NewEdge Wealth
Pennsylvania
$600K -$10.7K -41 -2%
CFD
1027
Creative Financial Designs
Indiana
$598K -$3.38K -13 -0.6%
PFBT
1028
Parkside Financial Bank & Trust
Missouri
$597K -$28.9K -111 -5%
LSA
1029
Lion Street Advisors
Texas
$596K -$15.6K -60 -3%
NIM
1030
NEOS Investment Management
Connecticut
$592K +$581K +2,234 New
NFG
1031
Nations Financial Group
Iowa
$591K -$76.2K -293 -12%
TIA
1032
Tiemann Investment Advisors
California
$590K – – –
AWM
1033
Avior Wealth Management
Nebraska
$583K – – –
NCM
1034
New Capital Management
Texas
$583K +$572K +2,202 New
NHT
1035
New Hampshire Trust
New Hampshire
$581K – – –
SGCA
1036
Steel Grove Capital Advisors
Tennessee
$579K +$1.3K +5 +0.2%
EP
1037
Edgestream Partners
New Jersey
$579K +$568K +2,186 New
LFA
1038
Laraway Financial Advisors
Minnesota
$579K – – –
MCM
1039
MV Capital Management
Maryland
$577K +$1.04K +4 +0.2%
MFG
1040
MidWestOne Financial Group
Iowa
$572K -$185K -711 -25%
1SB
1041
1ST Source Bank
Indiana
$572K – – –
MHIC
1042
Marble Harbor Investment Counsel
Massachusetts
$570K – – –
Voloridge Investment Management
1043
Voloridge Investment Management
Florida
$569K +$559K +2,149 New
NRS
1044
Neville Rodie & Shaw
New York
$569K -$23.4K -90 -4%
GPA
1045
Guerra Pan Advisors
New Jersey
$568K +$2.6K +10 +0.5%
AWA
1046
Arete Wealth Advisors
Illinois
$566K -$126K -486 -19%
FCAS
1047
First Command Advisory Services
Texas
$564K +$553K +2,129 New
VCP
1048
Verus Capital Partners
Arizona
$563K +$2.34K +9 +0.4%
Koshinski Asset Management
1049
Koshinski Asset Management
Illinois
$562K +$79.3K +305 +17%
NCM
1050
Narwhal Capital Management
Georgia
$562K – – –