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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
626
Ranch Capital Advisors
Florida
$56K -$18.2K -400 -24%
AWM
627
Atticus Wealth Management
Florida
$56K
PB
628
Pinnacle Bancorp
Nebraska
$56K +$22.1K +487 +63%
FBT
629
First Bank & Trust
South Dakota
$55K -$151K -3,329 -73%
BWM
630
BerganKDV Wealth Management
Minnesota
$55K
WTC
631
WhitTier Trust Company
Nevada
$53K -$29.8K -656 -35%
PK
632
Pflug Koory
Nebraska
$52K +$12.3K +272 +30%
FF
633
FourThought Financial
Florida
$51K -$300K -6,601 -85%
SIS
634
Sound Income Strategies
Florida
$50.1K -$54.1K -1,191 -51%
SWA
635
SOA Wealth Advisors
New York
$50K
VNA
636
Valley National Advisers
Pennsylvania
$50K +$272 +6 +0.5%
BAM
637
Bellevue Asset Management
Washington
$49K
CL
638
COWA LLC
Oklahoma
$49K +$7.22K +159 +17%
EI
639
Ellevest Inc
New York
$47K -$152K -3,342 -76%
GFPC
640
Global Financial Private Client
Florida
$45.7K
FHC
641
First Horizon Corporation
Tennessee
$45K -$2.54K -56 -5%
LWM
642
Liberty Wealth Management
California
$44K
Jones Financial Companies
643
Jones Financial Companies
Missouri
$44K +$3.72K +82 +9%
PCG
644
Private Capital Group
Connecticut
$42K -$71.4K -1,572 -63%
GI
645
Gradient Investments
Minnesota
$41K +$7.26K +160 +21%
HWA
646
HHM Wealth Advisors
Tennessee
$40K
PGAM
647
Princeton Global Asset Management
New Jersey
$40K
CLOS
648
Compagnie Lombard Odier SCmA
Switzerland
$39K
ADL
649
Asset Dedication LLC
California
$38K +$25.4K +560 +196%
FHA
650
First Horizon Advisors
Tennessee
$37K -$11.3K -250 -23%