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Name Holding Trade Value Shares
Change
Change in
Stake
FBT
201
First Bank & Trust
South Dakota
$191K -$102K -2,835 -39%
FMT
202
First Mercantile Trust
Tennessee
$191K -$16.9K -467 -10%
CMBA
203
C.M. Bidwell & Associates
Hawaii
$189K
CFGS
204
Concourse Financial Group Securities
Alabama
$186K +$130K +3,594 +491%
UFF
205
USA Financial Formulas
Michigan
$169K +$90K +2,491 +174%
FTDI
206
First Trust Direct Indexing
Massachusetts
$109K +$91.5K +2,533 New
PWPS
207
Pinnacle Wealth Planning Services
Ohio
$78K +$65.7K +1,820 New
PCIA
208
Prime Capital Investment Advisors
Kansas
$72K +$1.7K +47 +3%
PHK
209
Point72 Hong Kong
Hong Kong
$66K -$144 -4 -0.3%
CFD
210
Creative Financial Designs
Indiana
$63K
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$37K +$2.71K +75 +9%
APA
212
American Portfolios Advisors
New York
$33.7K +$25.3K +700 +843%
LJHT
213
Laurie J. Hall Trustee
$32K
SWA
214
Sutton Wealth Advisors
Florida
$29.4K
JGIA
215
Jackson Grant Investment Advisers
Connecticut
$26K +$21.6K +599 New
VCG
216
Vantage Consulting Group
Virginia
$23K +$19K +526 New
ASN
217
Advisory Services Network
Georgia
$22K -$470 -13 -3%
AAM
218
Advisors Asset Management
Colorado
$19K +$15.9K +439 New
CAAS
219
Capital Asset Advisory Services
Michigan
$17K +$14.2K +394 New
APC
220
Aspire Private Capital
North Carolina
$13K
S
221
SignatureFD
Georgia
$11K
PFBT
222
Parkside Financial Bank & Trust
Missouri
$10K +$3.4K +94 +71%
CWC
223
Carolinas Wealth Consulting
North Carolina
$7K -$1.12K -31 -17%
BCA
224
Berman Capital Advisors
Georgia
$7K
LWCFA
225
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$5.89K +163 New