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Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
701
Pictet North America Advisors
Switzerland
$603K
CT
702
Chicago Trust
Illinois
$601K +$160K +661 +35%
RWA
703
Ropes Wealth Advisors
Massachusetts
$598K -$3.88K -16 -0.6%
KWILP
704
Kiwi Wealth Investments Limited Partnership
New Zealand
$587K +$597K +2,464 New
KWM
705
Kingsview Wealth Management
Oregon
$586K -$25.5K -105 -4%
PAM
706
Palisade Asset Management
Minnesota
$585K +$8K +33 +1%
TF
707
Trek Financial
Arizona
$585K +$94.1K +388 +19%
BFEC
708
Benjamin F. Edwards & Company
Missouri
$573K +$15.8K +65 +3%
FAM
709
Formidable Asset Management
Ohio
$570K
SFSG
710
Sound Financial Strategies Group
Mississippi
$569K -$9.94K -41 -2%
BBA
711
BLB&B Advisors
Pennsylvania
$566K
MSS
712
Mitchell Sinkler & Starr
Pennsylvania
$562K
MOS
713
MGO One Seven
Ohio
$556K -$23.8K -98 -2%
KPWS
714
Kestra Private Wealth Services
Texas
$555K +$565K +2,332 New
PIM
715
Penobscot Investment Management
Massachusetts
$552K -$7.28K -30 -1%
FFS
716
Founders Financial Securities
Maryland
$552K +$562K +2,317 New
PCM
717
Parsons Capital Management
Rhode Island
$549K +$14.8K +61 +3%
CA
718
Clearstead Advisors
Ohio
$546K +$8K +33 +1%
TFS
719
Thoroughbred Financial Services
Tennessee
$546K +$30.3K +125 +6%
CP
720
Covenant Partners
Tennessee
$542K -$174K -719 -24%
BB
721
Bell Bank
North Dakota
$542K +$26.7K +110 +5%
NIM
722
NuWave Investment Management
New Jersey
$542K +$549K +2,262 +16,157%
PCM
723
Pointe Capital Management
Michigan
$540K
MMPW
724
Mitchell McLeod Pugh & Williams
Alabama
$539K -$73.7K -304 -12%
LC
725
LCNB Corp
Ohio
$539K -$17K -70 -3%