Name Holding Trade Value Shares
Change
Change in
Stake
DWT
576
Dorsey & Whitney Trust
South Dakota
$578K +$16K +505 +2%
EWP
577
Elevation Wealth Partners
California
$577K -$13K -411 -2%
MAS
578
Meeder Advisory Services
Ohio
$575K +$108K +3,410 +20%
GI
579
GAMCO Investors
Connecticut
$573K -$94.9K -3,000 -13%
USCWA
580
U.S. Capital Wealth Advisors
Texas
$564K -$27K -853 -4%
A
581
AlphaQuest
New York
$563K -$74.1K -2,343 -10%
BJL
582
Brighton Jones LLC
Washington
$561K +$176K +5,549 +38%
BFG
583
Bleakley Financial Group
New Jersey
$561K +$13K +411 +2%
FTC
584
Farmers Trust Company
Ohio
$559K -$2.28K -72 -0.4%
CPBTD
585
Central Pacific Bank - Trust Division
Hawaii
$556K +$31.2K +985 +5%
MAM
586
Milestone Asset Management
Pennsylvania
$554K -$1.16M -36,768 -65%
EFM
587
E Fund Management
China
$550K – – –
PA
588
Parallel Advisors
California
$550K +$30.9K +977 +5%
FIC
589
FCG Investment Company
Tennessee
$543K +$303K +9,574 +95%
JFGIW
590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$529K +$29.7K +940 +5%
UWS
591
Unique Wealth Strategies
Illinois
$527K +$71.4K +2,257 +13%
1C
592
111 Capital
France
$525K +$59.4K +1,878 +11%
LPT
593
Legacy Private Trust
Wisconsin
$523K – – –
ACM
594
Aspen Capital Management
Idaho
$521K +$596K +18,829 New
WANY
595
Wealthspire Advisors (New York)
New York
$519K -$46.6K -1,472 -7%
RAG
596
RIA Advisory Group
Iowa
$513K +$586K +18,530 New
CBTWT
597
Community Bank & Trust (Waco, Texas)
Texas
$513K +$33.3K +1,053 +6%
AWM
598
Apollon Wealth Management
South Carolina
$509K -$87.9K -2,779 -13%
EI
599
Ellevest Inc
New York
$509K -$27.7K -875 -5%
AFW
600
Avantra Family Wealth
Pennsylvania
$505K +$167K +5,290 +41%