Name Holding Trade Value Shares
Change
Change in
Stake
WC
701
Woodstock Corp
Massachusetts
$604K – – –
PNAA
702
Pictet North America Advisors
Switzerland
$603K – – –
CT
703
Chicago Trust
Illinois
$601K +$160K +661 +35%
RWA
704
Ropes Wealth Advisors
Massachusetts
$598K -$3.88K -16 -0.6%
KWILP
705
Kiwi Wealth Investments Limited Partnership
New Zealand
$587K +$597K +2,464 New
KWM
706
Kingsview Wealth Management
Oregon
$586K -$25.5K -105 -4%
PAM
707
Palisade Asset Management
Minnesota
$585K +$8K +33 +1%
TF
708
Trek Financial
Arizona
$585K +$94.1K +388 +19%
BFEC
709
Benjamin F. Edwards & Company
Missouri
$573K +$15.8K +65 +3%
FAM
710
Formidable Asset Management
Ohio
$570K – – –
SFSG
711
Sound Financial Strategies Group
Mississippi
$569K -$9.94K -41 -2%
BBA
712
BLB&B Advisors
Pennsylvania
$566K – – –
MSS
713
Mitchell Sinkler & Starr
Pennsylvania
$562K – – –
MOS
714
MGO One Seven
Ohio
$556K -$23.8K -98 -2%
KPWS
715
Kestra Private Wealth Services
Texas
$555K +$565K +2,332 New
PIM
716
Penobscot Investment Management
Massachusetts
$552K -$7.28K -30 -1%
FFS
717
Founders Financial Securities
Maryland
$552K +$562K +2,317 New
PCM
718
Parsons Capital Management
Rhode Island
$549K +$14.8K +61 +3%
CA
719
Clearstead Advisors
Ohio
$546K +$8K +33 +1%
TFS
720
Thoroughbred Financial Services
Tennessee
$546K +$30.3K +125 +6%
CP
721
Covenant Partners
Tennessee
$542K -$174K -719 -24%
BB
722
Bell Bank
North Dakota
$542K +$26.7K +110 +5%
NIM
723
NuWave Investment Management
New Jersey
$542K +$549K +2,262 +16,157%
PCM
724
Pointe Capital Management
Michigan
$540K – – –
MMPW
725
Mitchell McLeod Pugh & Williams
Alabama
$539K -$73.7K -304 -12%