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Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Prossimo Advisors
California
$299K
STA
402
Summit Trail Advisors
New York
$298K +$1.47K +29 +0.5%
WCM
403
Winebrenner Capital Management
Kentucky
$296K
AP
404
Atwood & Palmer
Missouri
$292K
VCAM
405
Van Cleef Asset Management
Ohio
$290K
MFWP
406
Mosaic Family Wealth Partners
Missouri
$290K
AFO
407
Allie Family Office
Florida
$286K
Bank of Montreal
408
Bank of Montreal
Ontario, Canada
$282K +$53.3K +1,050 +23%
MS
409
Madden Securities
Texas
$281K +$31.3K +618 +12%
PA
410
Parallel Advisors
California
$281K +$7.1K +140 +3%
PTC
411
Philadelphia Trust Company
Pennsylvania
$281K
Focus Partners Wealth
412
Focus Partners Wealth
Massachusetts
$281K -$160K -3,149 -36%
SAM
413
Secure Asset Management
Michigan
$280K +$2.23K +44 +0.8%
VWA
414
Visionary Wealth Advisors
Illinois
$279K -$14K -276 -5%
BAM
415
Belpointe Asset Management
Nevada
$279K -$667K -13,153 -70%
EH
416
Equitable Holdings
New York
$277K -$15.6K -307 -5%
OWA
417
Outlook Wealth Advisors
Texas
$277K +$281K +5,546 New
MPCA
418
Madison Park Capital Advisors
Washington
$275K
SGCA
419
Steel Grove Capital Advisors
Tennessee
$273K +$269K +5,296 New
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K
IF
421
Integrity Financial
Wyoming
$272K +$276K +5,447 New
OFA
422
Oak Family Advisors
Illinois
$271K +$355 +7 +0.1%
QPWM
423
Quadrant Private Wealth Management
Pennsylvania
$270K
RCM
424
Rockbridge Capital Management
Virginia
$269K
BWP
425
BSW Wealth Partners
Colorado
$269K