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Name Holding Trade Value Shares
Change
Change in
Stake
PPSG
376
Princeton Portfolio Strategies Group
New Jersey
$726K
FFS
377
Founders Financial Securities
Maryland
$723K +$2.11K +38 +0.3%
RIA
378
Regal Investment Advisors
Michigan
$716K +$15.6K +281 +2%
9WM
379
9258 Wealth Management
Ohio
$715K +$17.6K +316 +3%
DWT
380
Dorsey & Whitney Trust
South Dakota
$711K -$2.73K -49 -0.4%
BAM
381
Belpointe Asset Management
Nevada
$708K +$373K +6,711 +125%
PAWC
382
P.A.W. Capital
Connecticut
$705K -$44.5K -800 -6%
RHBC
383
R.H. Bluestein & Co
Michigan
$705K
Bessemer Group
384
Bessemer Group
New Jersey
$697K -$54.5K -980 -8%
American Century Companies
385
American Century Companies
Missouri
$697K +$660K +11,862 New
VF
386
Virtu Financial
New York
$694K +$658K +11,825 New
AA
387
Argent Advisors
Louisiana
$689K +$649K +11,668 New
ACWM
388
Adams Chetwood Wealth Management
North Carolina
$689K +$652K +11,729 New
CAM
389
Cozad Asset Management
Illinois
$687K +$7.57K +136 +1%
CCA
390
Checchi Capital Advisers
California
$686K +$29.6K +532 +5%
MIP
391
Marietta Investment Partners
Wisconsin
$663K +$134K +2,400 +27%
HRC
392
Hoertkorn Richard Charles
$656K -$80.1K -1,440 -11%
SLT
393
St Louis Trust
Missouri
$652K
AFM
394
Anson Funds Management
Texas
$648K +$614K +11,040 New
WT
395
Whittier Trust
California
$646K +$218K +3,927 +56%
CAM
396
Cresset Asset Management
Illinois
$643K +$7.79K +140 +1%
APA
397
American Portfolios Advisors
New York
$642K +$20.9K +375 +4%
NB
398
NBT Bank
New York
$641K
WB
399
WesBanco Bank
West Virginia
$639K -$68.3K -1,227 -10%
SPIA
400
Steward Partners Investment Advisory
New York
$638K +$779 +14 +0.1%