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Name Holding Trade Value Shares
Change
Change in
Stake
RS
326
Retirement Solution
Washington
$569K +$564K +10,101 New
AHL
327
Abel Hall LLC
Louisiana
$563K
SFC
328
Strategic Financial Concepts
Texas
$562K +$73.4K +1,315 +15%
WLPWM
329
Walled Lake Planning & Wealth Management
Illinois
$559K +$502 +9 +0.1%
CRI
330
Colonial River Investments
Virginia
$558K -$18.4K -329 -3%
EFS
331
Essex Financial Services
Connecticut
$552K
WG
332
Wellington Group
Indiana
$552K
PGAM
333
Princeton Global Asset Management
New Jersey
$549K -$41.1K -737 -7%
BCA
334
Bitterroot Capital Advisors
Montana
$547K +$10.3K +185 +2%
SBCM
335
Silverberg Bernstein Capital Management
New York
$543K
HIC
336
Holderness Investments Company
North Carolina
$540K +$11.2K +200 +2%
PFPG
337
Pinnacle Financial Partners (Georgia)
Georgia
$538K -$35.1K -630 -6%
SC
338
Schulhoff & Co
Ohio
$535K
HI
339
Harbour Investments
Wisconsin
$525K -$64.4K -1,155 -11%
LA
340
Legacy Advisors
Pennsylvania
$522K
PGFC
341
Peapack-Gladstone Financial Corp
New Jersey
$520K +$4.85K +87 +1%
WB
342
WesBanco Bank
West Virginia
$509K -$614 -11 -0.1%
FFN
343
Focus Financial Network
Minnesota
$507K +$22.3K +400 +5%
XT
344
XTX Topco
Cayman Islands
$503K -$43.3K -776 -8%
FFA
345
Farther Finance Advisors
California
$503K +$6.08K +109 +1%
STA
346
Summit Trail Advisors
New York
$498K -$18.3K -328 -4%
AA
347
Argent Advisors
Louisiana
$496K
BWL
348
Bogart Wealth LLC
Virginia
$493K -$54.6K -979 -10%
CAG
349
Csenge Advisory Group
Florida
$489K +$3.74K +67 +0.8%
AI
350
Amplify Investments
Illinois
$486K +$72.1K +1,293 +18%