Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1251
Parkside Financial Bank & Trust
Missouri
$502K +$24.8K +1,022 +7%
RWB
1252
RMR Wealth Builders
New Jersey
$502K +$106K +4,390 +42%
CT
1253
Caldwell Trust
Florida
$502K -$40.9K -1,690 -10%
CAM
1254
Cobblestone Asset Management
Virginia
$501K +$2.42K +100 +0.7%
FWIA
1255
Fort Washington Investment Advisors
Ohio
$501K -$21.4M -884,299 -98%
VCP
1256
Vista Capital Partners
Oregon
$498K -$197K -8,129 -35%
ECA
1257
Elevated Capital Advisors
Utah
$498K +$105K +4,315 +41%
CG
1258
Curat Global
New Hampshire
$497K – – –
ETS
1259
ESL Trust Services
New York
$497K -$24.2K -1,000 -6%
PAS
1260
PKS Advisory Services
New York
$496K +$29.4K +1,215 +9%
SWM
1261
Salvus Wealth Management
New Jersey
$495K +$81.5K +3,364 +30%
LWM
1262
Lodestone Wealth Management
Washington
$493K -$20.2K -833 -5%
FFA
1263
Fi3 Financial Advisors
Indiana
$491K +$110K +4,541 +45%
FMC
1264
First Merchants Corp
Indiana
$489K -$3.63K -150 -1%
BEW
1265
Burton Enright Welch
California
$488K -$25.5K -1,054 -7%
6F
1266
626 Financial
Michigan
$488K -$43.9K -1,810 -11%
WSFG
1267
Wall Street Financial Group
Illinois
$488K +$102K +4,211 +41%
BLC
1268
Brown, Lisle/Cummings
Rhode Island
$487K -$126K -5,188 -26%
IF
1269
Integrity Financial
Wyoming
$487K +$4.02K +166 +1%
GM
1270
GeoWealth Management
Illinois
$487K +$50.6K +2,087 +17%
Koshinski Asset Management
1271
Koshinski Asset Management
Illinois
$486K +$339 +14 +0.1%
LRPA
1272
L. Roy Papp & Associates
Arizona
$485K -$12.1K -500 -3%
VAS
1273
Vestmark Advisory Solutions
Massachusetts
$484K +$349K +14,421 New
CWP
1274
Cyndeo Wealth Partners
Florida
$484K -$51.9K -2,142 -13%
IIM
1275
Ipswich Investment Management
Massachusetts
$484K -$43.9K -1,813 -11%