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Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
326
Pinnacle Financial Partners (Georgia)
Georgia
$581K -$153K -2,700 -21%
RIL
327
Rothschild Investment LLC
Illinois
$579K
DWM
328
Diversify Wealth Management
Utah
$574K +$587K +10,345 New
DAS
329
Diversify Advisory Services
Utah
$574K -$3.86K -68 -0.7%
AHL
330
Abel Hall LLC
Louisiana
$571K
BF
331
BOK Financial
Oklahoma
$566K
WLPWM
332
Walled Lake Planning & Wealth Management
Illinois
$566K +$28.1K +496 +5%
TWM
333
Trueblood Wealth Management
Ohio
$566K +$9.92K +175 +2%
EFS
334
Essex Financial Services
Connecticut
$560K -$57.3K -1,010 -9%
IA
335
IFP Advisors
Florida
$558K +$127K +2,231 +30%
BWL
336
Bogart Wealth LLC
Virginia
$555K
XT
337
XTX Topco
Cayman Islands
$554K -$1.22M -21,562 -69%
WG
338
Wellington Group
Indiana
$552K +$200K +3,519 +57%
SBCM
339
Silverberg Bernstein Capital Management
New York
$550K
MFG
340
Magnus Financial Group
New York
$545K +$250K +4,413 +86%
BCA
341
Bitterroot Capital Advisors
Montana
$543K +$9.98K +176 +2%
SC
342
Schulhoff & Co
Ohio
$542K
HIC
343
Holderness Investments Company
North Carolina
$535K +$11.3K +200 +2%
LA
344
Legacy Advisors
Pennsylvania
$529K
STA
345
Summit Trail Advisors
New York
$523K +$145K +2,563 +39%
PGFC
346
Peapack-Gladstone Financial Corp
New Jersey
$522K +$4.71K +83 +0.9%
WB
347
WesBanco Bank
West Virginia
$516K -$56.7K -1,000 -10%
AIP
348
Ameritas Investment Partners
Nebraska
$513K
AA
349
Argent Advisors
Louisiana
$503K +$499K +8,807 New
MYIA
350
Mount Yale Investment Advisors
Colorado
$498K +$139K +2,451 +39%