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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
1151
Legacy Private Trust
Wisconsin
$2.54M -$70.9K -890 -3%
AAS
1152
Ameritas Advisory Services
Nebraska
$2.54M +$2.64M +33,162 New
PWMG
1153
Prestige Wealth Management Group
New Jersey
$2.54M +$182K +2,285 +7%
IC
1154
Intersect Capital
California
$2.54M -$1.56M -19,541 -37%
WA
1155
Wealth Alliance
New York
$2.53M -$78.4K -984 -3%
SS
1156
Simplicity Solutions
Minnesota
$2.53M +$764K +9,592 +41%
BWM
1157
BigSur Wealth Management
Florida
$2.51M
ARG
1158
Advisory Resource Group
Oklahoma
$2.5M -$4.38K -55 -0.2%
WWA
1159
WC Walker & Associates
California
$2.5M +$97.2K +1,220 +4%
S
1160
SignatureFD
Georgia
$2.5M -$876 -11 -0%
HI
1161
Hudock Inc
Pennsylvania
$2.5M -$27.5K -345 -1%
SC
1162
Savant Capital
Illinois
$2.49M +$60.5K +760 +2%
IC
1163
Inscription Capital
Texas
$2.49M +$207K +2,601 +9%
PJSIMP
1164
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.47M -$1.06M -13,248 -30%
AFM
1165
Andesa Financial Management
Pennsylvania
$2.46M +$111K +1,392 +5%
B
1166
Bailard
California
$2.45M -$44.9K -564 -2%
EH
1167
Equitable Holdings
New York
$2.45M +$126K +1,576 +5%
SCM
1168
Silvant Capital Management
Georgia
$2.44M
ECM
1169
EagleClaw Capital Management
Massachusetts
$2.44M -$102K -1,275 -4%
GBT
1170
Grove Bank & Trust
Florida
$2.43M +$79.3K +996 +3%
KFBMI
1171
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.43M
PAMG
1172
Patton Albertson Miller Group
Tennessee
$2.43M -$352K -4,423 -12%
FCCM
1173
First City Capital Management
Georgia
$2.43M -$54.2K -680 -2%
HAC
1174
Harbor Advisory Corp
New Hampshire
$2.42M
MBTD
1175
Mechanics Bank - Trust Department
California
$2.41M +$7.17K +90 +0.3%