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Name Holding Trade Value Shares
Change
Change in
Stake
NPF
1326
Norris Perne & French
Michigan
$588K +$35.4K +281 +7%
PPW
1327
Parcion Private Wealth
Washington
$586K -$9.07K -72 -2%
RCC
1328
Red Cedar Capital
Nebraska
$584K – – –
VCM
1329
Vigilant Capital Management
Maine
$584K +$123K +977 +28%
CPA
1330
Clear Perspective Advisors
Illinois
$583K -$188K -1,490 -25%
FBT
1331
First Bank & Trust
South Dakota
$582K +$292K +2,321 +108%
RIS
1332
Retirement Income Solutions
Michigan
$580K – – –
TCBWMS
1333
Texas Capital Bank Wealth Management Services
Texas
$579K -$68.5K -544 -11%
REMPR
1334
Roof Eidam Maycock Peralta (REMP)
California
$579K -$15.1K -120 -3%
EWM
1335
Endurance Wealth Management
Rhode Island
$579K – – –
HCM
1336
Hollencrest Capital Management
California
$579K +$23.6K +187 +4%
NWA
1337
New World Advisors
Massachusetts
$577K – – –
ACM
1338
AlphaCrest Capital Management
New York
$574K -$1.05M -8,369 -66%
RWP
1339
RWA Wealth Partners
Massachusetts
$574K -$186K -1,475 -25%
KPCM
1340
Kings Point Capital Management
New York
$574K -$50.8K -403 -8%
HCM
1341
Hall Capital Management
Rhode Island
$573K – – –
WIA
1342
Wealthstreet Investment Advisors
Texas
$572K – – –
SC
1343
Searle & Co
Connecticut
$568K – – –
WPA
1344
Winning Points Advisors
Florida
$568K – – –
FFA
1345
First Foundation Advisors
California
$567K +$87.1K +691 +19%
PAS
1346
Park Avenue Securities
New York
$566K -$76.6K -608 -12%
PMFA
1347
Plante Moran Financial Advisors
Michigan
$565K -$128K -1,019 -19%
PAM
1348
Peak Asset Management
Colorado
$564K – – –
ZIG
1349
Zuckerman Investment Group
Illinois
$562K – – –
SP
1350
Successful Portfolios
Florida
$560K – – –