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Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1376
First Pacific Financial
Washington
$774K +$10.3K +100 +1%
PFBT
1377
Parkside Financial Bank & Trust
Missouri
$774K +$27.6K +268 +3%
NCM
1378
Narwhal Capital Management
Georgia
$773K -$530K -5,157 -39%
SAF
1379
Smith Anglin Financial
Texas
$771K +$1.65K +16 +0.2%
ISWM
1380
Independent Solutions Wealth Management
New York
$770K +$93.4K +908 +13%
RWA
1381
Ropes Wealth Advisors
Massachusetts
$769K -$84.7K -823 -9%
AWM
1382
Aberdeen Wealth Management
Illinois
$768K +$103 +1 +0%
LWM
1383
Laidlaw Wealth Management
New York
$767K -$358K -3,485 -30%
MWM
1384
Merriman Wealth Management
Washington
$767K -$11.2K -109 -1%
TTWM
1385
TCV Trust & Wealth Management
Virginia
$766K -$3.81K -37 -0.5%
CSPIA
1386
Cary Street Partners Investment Advisory
Virginia
$763K +$114K +1,110 +16%
EWA
1387
Encompass Wealth Advisors
Oregon
$763K +$206 +2 +0%
SIG
1388
Sky Investment Group
Connecticut
$762K -$25.7K -250 -3%
TFA
1389
Transamerica Financial Advisors
Florida
$761K -$215K -2,093 -21%
PPW
1390
Presilium Private Wealth
Pennsylvania
$759K -$4.53K -44 -0.6%
NL
1391
Navalign LLC
California
$759K +$309K +3,006 +61%
GCP
1392
Garda Capital Partners
Minnesota
$758K -$761K -7,396 -48%
WMSA
1393
Weiss Multi-Strategy Advisers
New York
$758K -$1.46M -14,206 -64%
MHIC
1394
Marble Harbor Investment Counsel
Massachusetts
$758K +$499K +4,855 +158%
LBWM
1395
Left Brain Wealth Management
Illinois
$758K -$72K -700 -8%
BWM
1396
BNC Wealth Management
Oregon
$756K -$10.3K -100 -1%
NFC
1397
Northeast Financial Consultants
Connecticut
$756K -$10.3K -100 -1%
LCWP
1398
Legacy Capital Wealth Partners
Arkansas
$755K +$812K +7,898 New
WP
1399
WealthSource Partners
California
$755K -$19K -185 -2%
SSW
1400
Smith Shellnut Wilson
Mississippi
$755K -$3.09K -30 -0.4%