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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
626
McGlone Suttner Wealth Management
Wisconsin
$597K +$25.9K +466 +5%
NL
627
Navalign LLC
California
$594K +$10.2K +184 +2%
PA
628
Prossimo Advisors
California
$587K -$1.11K -20 -0.2%
KIG
629
Kowal Investment Group
Wisconsin
$585K -$1.33K -24 -0.2%
CB
630
Cadence Bank
Mississippi
$580K -$32.7K -590 -5%
AWM
631
Accurate Wealth Management
Florida
$580K +$91.7K +1,653 +20%
AWM
632
Axxcess Wealth Management
California
$579K -$230K -4,150 -29%
WA
633
WBH Advisory
Maryland
$578K -$9.32K -168 -2%
AAS
634
Avantax Advisory Services
Texas
$573K -$272K -4,900 -33%
CCIA
635
Campbell & Co Investment Adviser
Maryland
$572K -$352K -6,352 -39%
PWM
636
Perigon Wealth Management
California
$572K -$169K -3,046 -23%
OIA
637
OneDigital Investment Advisors
Kansas
$570K -$46.7K -841 -8%
WCM
638
Windsor Capital Management
Arizona
$570K -$666 -12 -0.1%
CCG
639
Ceeto Capital Group
Florida
$565K
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$562K +$19.9K +358 +4%
CF
641
Copperwynd Financial
Arizona
$561K +$24.5K +442 +5%
SM
642
Sweeney & Michel
California
$559K +$4.44K +80 +0.9%
SM
643
Sciencast Management
New Jersey
$556K +$534K +9,626 New
SDAM
644
Shulman DeMeo Asset Management
New York
$553K -$17.6K -317 -3%
WTC
645
WhitTier Trust Company
Nevada
$553K +$12K +216 +2%
TYCC
646
Texas Yale Capital Corp
Florida
$552K
CCM
647
Coldstream Capital Management
Washington
$550K -$2.8M -50,398 -84%
WIC
648
Woodmont Investment Counsel
Tennessee
$549K -$4K -72 -0.7%
DT
649
Diversified Trust
Tennessee
$548K -$14.6K -263 -3%
AUB
650
Atlantic Union Bankshares
Virginia
$547K -$46.6K -840 -8%