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Name Holding Trade Value Shares
Change
Change in
Stake
P
651
Pitcairn
Pennsylvania
$1.08M +$98.1K +378 +11%
VA
652
Valmark Advisers
Ohio
$1.07M -$28.3K -109 -3%
UCFA
653
United Capital Financial Advisors
Texas
$1.07M +$153K +591 +18%
KNW
654
Kesler Norman & Wride
Utah
$1.06M -$60.4K -233 -6%
PFO
655
Pathstone Family Office
New Jersey
$1.06M +$857K +3,302 +703%
BTWM
656
Baker Tilly Wealth Management
Wisconsin
$1.04M +$471K +1,817 +95%
CT
657
Caldwell Trust
Florida
$1.04M +$138K +532 +17%
KPWS
658
Kestra Private Wealth Services
Texas
$1.04M +$209K +806 +28%
IFS
659
Ifrah Financial Services
Arkansas
$1.03M -$49.6K -191 -5%
EH
660
Employers Holdings
Nevada
$1.01M
SP
661
Symmetry Partners
Connecticut
$1.01M -$343K -1,321 -27%
GWM
662
Geneos Wealth Management
Colorado
$996K -$231K -890 -20%
BC
663
Brookfield Corp
Ontario, Canada
$995K -$1.24M -4,780 -57%
Cetera Investment Advisers
664
Cetera Investment Advisers
Illinois
$991K -$122K -472 -12%
PTC
665
Private Trust Company
Ohio
$981K +$37.6K +145 +4%
PIM
666
Perpetual Investment Management
Australia
$980K +$156K +600 +21%
AI
667
AXS Investments
New York
$971K +$899K +3,467 New
WWM
668
Western Wealth Management
Colorado
$962K -$20.8K -80 -2%
SG
669
StoneX Group
New York
$960K +$889K +3,426 New
ECM
670
Estabrook Capital Management
New York
$959K -$16.1K -62 -2%
S
671
SignatureFD
Georgia
$953K +$194K +747 +28%
TC
672
Toews Corporation
New Jersey
$952K +$882K +3,400 New
IC
673
IEQ Capital
California
$946K +$876K +3,378 New
MAFM
674
Mid Atlantic Financial Management
Pennsylvania
$933K +$142K +546 +20%
PP
675
Paloma Partners
Connecticut
$927K -$5.12M -19,750 -86%