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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1151
Palumbo Wealth Management
New York
$1.55M +$226K +1,301 +17%
CC
1152
Chicago Capital
Illinois
$1.55M +$157K +902 +11%
BFA
1153
Beaumont Financial Advisors
Massachusetts
$1.55M -$8.86K -51 -0.6%
MMPW
1154
Mitchell McLeod Pugh & Williams
Alabama
$1.54M -$29.4K -169 -2%
BG
1155
Bahl & Gaynor
Ohio
$1.54M +$86.5K +498 +6%
TFS
1156
Thoroughbred Financial Services
Tennessee
$1.53M +$765K +4,400 +98%
SFP
1157
Sandbox Financial Partners
Maryland
$1.53M +$51.6K +297 +3%
Empower Advisory Group
1158
Empower Advisory Group
Colorado
$1.53M -$41K -236 -3%
MWM
1159
Modern Wealth Management
Kansas
$1.52M -$42.7K -246 -3%
ALAM
1160
Asahi Life Asset Management
Japan
$1.52M -$392K -2,258 -20%
FGA
1161
Fortis Group Advisors
New Jersey
$1.51M +$3.48K +20 +0.2%
AA
1162
AlphaMark Advisors
Kentucky
$1.51M -$29K -167 -2%
DSC
1163
Duncker Streett & Co
Missouri
$1.5M
IPAM
1164
Investment Partners Asset Management
New Jersey
$1.5M +$20K +115 +1%
PGWM
1165
Parisi Gray Wealth Management
New Jersey
$1.49M +$1.39K +8 +0.1%
SCP
1166
Stamos Capital Partners
California
$1.49M +$386K +2,220 +35%
OBWG
1167
Onyx Bridge Wealth Group
New York
$1.49M -$10.9K -63 -0.7%
SG
1168
StoneX Group
New York
$1.49M -$512K -2,948 -26%
CPSC
1169
Carl P. Sherr & Co
Massachusetts
$1.49M +$35.4K +204 +2%
SDAM
1170
Shulman DeMeo Asset Management
New York
$1.49M +$1.56K +9 +0.1%
AEPWM
1171
Atlantic Edge Private Wealth Management
Florida
$1.49M +$87.6K +504 +6%
KIA
1172
KCM Investment Advisors
California
$1.49M -$2.08K -12 -0.1%
MBT
1173
Montecito Bank & Trust
California
$1.49M -$11.3K -65 -0.8%
SDIC
1174
South Dakota Investment Council
South Dakota
$1.48M -$321K -1,846 -18%
CF
1175
Centaurus Financial
California
$1.48M +$836K +4,814 +129%