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Name Holding Trade Value Shares
Change
Change in
Stake
JIP
676
Jaffetilchin Investment Partners
Florida
$282K -$14.8K -68 -5%
PWPS
677
Pinnacle Wealth Planning Services
Ohio
$281K -$2.61K -12 -0.9%
MWM
678
Maridea Wealth Management
New York
$281K +$300K +1,379 New
SB
679
Simmons Bank
Arkansas
$279K -$20.3K -93 -7%
HA
680
Herold Advisors
New York
$278K -$4.36K -20 -2%
VCM
681
Versant Capital Management
Arizona
$277K +$66.4K +305 +31%
VAS
682
Vestmark Advisory Solutions
Massachusetts
$274K +$275K +1,262 New
OWA
683
One Wealth Advisors
California
$271K -$98.9K -454 -27%
CWM
684
Calamos Wealth Management
Illinois
$271K +$271K +1,246 New
SWTS
685
Stonehaven Wealth & Tax Solutions
Wisconsin
$267K -$24.8K -114 -8%
TAM
686
Tucker Asset Management
Colorado
$267K +$268K +1,231 New
GAG
687
GM Advisory Group
New York
$266K
NFSG
688
Newbridge Financial Services Group
Florida
$266K +$125K +576 +89%
PCM
689
PenderFund Capital Management
British Columbia, Canada
$264K -$127K -581 -32%
MOS
690
MGO One Seven
Ohio
$263K -$871 -4 -0.3%
SWP
691
Sagespring Wealth Partners
Tennessee
$262K +$14.8K +68 +6%
SDIC
692
South Dakota Investment Council
South Dakota
$261K -$6.88M -31,594 -96%
PP
693
PDS Planning
Ohio
$257K -$49.2K -226 -16%
AP
694
Americana Partners
Texas
$257K +$257K +1,182 New
PWM
695
Perigon Wealth Management
California
$255K +$7.84K +36 +3%
NI
696
NDVR Inc
Massachusetts
$254K -$7.84K -36 -3%
LWM
697
Laidlaw Wealth Management
New York
$254K +$255K +1,169 New
WMA
698
West Michigan Advisors
Michigan
$253K +$1.52K +7 +0.6%
MG
699
Mather Group
Illinois
$253K -$5.01K -23 -2%
VWM
700
Venturi Wealth Management
Texas
$250K -$871 -4 -0.3%