Name Holding Trade Value Shares
Change
Change in
Stake
AWM
876
Axxcess Wealth Management
California
$645K +$603K +1,861 New
TCM
877
Tributary Capital Management
Nebraska
$639K -$25.9K -80 -4%
SFO
878
Stokes Family Office
Louisiana
$636K -$5.83K -18 -1%
PWPS
879
Pinnacle Wealth Planning Services
Ohio
$634K +$20.4K +63 +4%
PFBT
880
Parkside Financial Bank & Trust
Missouri
$625K +$295K +912 +102%
VWA
881
V Wealth Advisors
Kansas
$624K -$159K -491 -21%
BCAM
882
Boston Common Asset Management
Massachusetts
$624K +$27.2K +84 +5%
CCIA
883
Campbell & Co Investment Adviser
Maryland
$624K +$583K +1,800 New
WMA
884
Wealth Management Associates
New Jersey
$621K – – –
APIM
885
Agate Pass Investment Management
Washington
$620K +$580K +1,789 New
DMBA
886
Deseret Mutual Benefit Administrators
Utah
$618K – – –
CWM
887
Chesapeake Wealth Management
Virginia
$617K – – –
PAM
888
Palisade Asset Management
Minnesota
$614K -$477K -1,472 -45%
EGM
889
Engineers Gate Manager
New York
$610K +$235K +724 +70%
Walleye Capital
890
Walleye Capital
New York
$607K +$567K +1,751 New
GSWM
891
Golden State Wealth Management
California
$596K +$313K +966 +128%
GI
892
Gradient Investments
Minnesota
$594K -$69K -213 -11%
PG
893
Proffitt & Goodson
Tennessee
$594K -$9.07K -28 -2%
AP
894
Appleton Partners
Massachusetts
$591K – – –
ORI
895
Oak Ridge Investments
Illinois
$590K -$104K -321 -16%
AIC
896
Archer Investment Corporation
Indiana
$589K – – –
PBO
897
Peoples Bank (Ohio)
Ohio
$585K -$6.48K -20 -1%
CWP
898
Curated Wealth Partners
California
$585K +$84.2K +260 +18%
RCAG
899
Rehmann Capital Advisory Group
Michigan
$580K +$2.59K +8 +0.5%
TWM
900
Thrive Wealth Management
Pennsylvania
$576K +$539K +1,663 New