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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1401
Pacific Capital Partners
$749K +$117K +1,155 +17%
SSW
1402
Smith Shellnut Wilson
Mississippi
$748K +$6.1K +60 +0.8%
TSW
1403
Three Seasons Wealth
Utah
$748K +$469K +4,615 +128%
FMWA
1404
Forvis Mazars Wealth Advisors
Missouri
$747K +$64.7K +636 +9%
APP
1405
Avantax Planning Partners
Iowa
$747K +$173K +1,696 +27%
KFGK
1406
Keystone Financial Group (Kentucky)
Kentucky
$746K +$19.3K +190 +2%
PPW
1407
Presilium Private Wealth
Pennsylvania
$746K
ATWA
1408
Arbor Trust Wealth Advisors
Michigan
$745K -$53.4K -525 -6%
ACM
1409
Accent Capital Management
Ohio
$743K +$34.4K +338 +4%
MWM
1410
Merriman Wealth Management
Washington
$740K -$22.3K -219 -3%
KIC
1411
Kensington Investment Counsel
California
$733K -$69.1K -679 -8%
PWM
1412
Power Wealth Management
Georgia
$731K +$211K +2,079 +36%
FNB
1413
Farmers National Bank
Kentucky
$731K -$55.2K -543 -7%
ASI
1414
Advisory Services & Investments
Oregon
$730K
JMFC
1415
J.M. Forbes & Co
Massachusetts
$730K
HWP
1416
Highline Wealth Partners
California
$730K +$2.65K +26 +0.3%
DAM
1417
Diamant Asset Management
Connecticut
$728K
PCM
1418
Penserra Capital Management
California
$727K -$644K -6,326 -45%
EP
1419
Edgestream Partners
New Jersey
$727K +$787K +7,733 New
OR
1420
Olympiad Research
Connecticut
$724K +$784K +7,703 New
DBIA
1421
Dumont & Blake Investment Advisors
New Jersey
$723K +$8.75K +86 +1%
SCM
1422
Steele Capital Management
Iowa
$719K -$254K -2,498 -25%
NFA
1423
Northern Financial Advisors
Michigan
$715K -$633K -6,221 -45%
PPW
1424
Parcion Private Wealth
Washington
$714K -$6.92K -68 -0.9%
Koshinski Asset Management
1425
Koshinski Asset Management
Illinois
$713K +$772K +7,588 New