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Name Holding Trade Value Shares
Change
Change in
Stake
AB
551
ANB Bank
Colorado
$217K +$228K +12,684 New
FBT
552
First Bank & Trust
South Dakota
$217K
FFG
553
Fortress Financial Group
Minnesota
$217K +$227K +12,663 New
AC
554
AlphaCore Capital
California
$216K +$63.2K +3,521 +39%
PFS
555
Prospera Financial Services
Texas
$215K -$10.9K -610 -5%
PAS
556
PKS Advisory Services
New York
$214K +$224K +12,499 New
FFA
557
Farther Finance Advisors
California
$214K -$155K -8,616 -41%
FMLI
558
Fukoku Mutual Life Insurance
Japan
$214K
BCM
559
Brookstone Capital Management
Illinois
$213K +$13.2K +734 +6%
CFO
560
CVA Family Office
Colorado
$211K
FCI
561
Financial Counselors Inc
Kansas
$208K -$5.76K -321 -3%
GT
562
Greenleaf Trust
Michigan
$208K -$56K -3,120 -20%
CFO
563
Callan Family Office
Pennsylvania
$205K +$214K +11,948 New
FIA
564
Foundations Investment Advisors
Arizona
$205K +$18.3K +1,019 +9%
BWL
565
Bogart Wealth LLC
Virginia
$204K -$4.29K -239 -2%
QCM
566
QRG Capital Management
Illinois
$203K +$212K +11,836 New
PP
567
Prudential plc
United Kingdom
$202K
LSA
568
Leonteq Securities AG
Switzerland
$202K -$15.2K -848 -7%
MCM
569
Manchester Capital Management
Vermont
$201K +$144 +8 +0.1%
LSAG
570
Lake Street Advisors Group
New Hampshire
$201K +$700 +39 +0.3%
FLPIM
571
F.L. Putnam Investment Management
Massachusetts
$199K -$104K -5,777 -33%
KeyBank National Association
572
KeyBank National Association
Ohio
$198K +$3.88K +216 +2%
BFG
573
Bleakley Financial Group
New Jersey
$197K -$6.98K -389 -3%
TAM
574
Trust Asset Management
Texas
$197K
HAIM
575
Hunter Associates Investment Management
Pennsylvania
$197K +$108 +6 +0.1%